Industry
Financial Services
Platform
Native IOS
Role
UX Designer
CDX Wealth Management Application
THE CHALLENGE
UBS, world’s largest wealth manager noticed a gap in the customer journey for their high-net-worth clients, their usage and engagement with digital channels was extremely low.
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BUSINESS GOALS
- Drive higher client engagement with UBS digital platforms
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- Better support Financial Advisors in serving UBS clients
- Stay competitive in the industry
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OUR APPROACH
The ambition required a transformation at the heart of the business. By combining both a human-centered design approach and agile development methodologies, we created a new way of working within UBS that supports the development of superior client digital experiences.
To enable this change and support the creation of high-quality digital solutions, we established the bank’s US Digital Lab + Factory where business-led product owners collaborate daily with their design and development teams to rapidly iterate, test, and deliver cutting edge experiential and foundational technology components.
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MY ROLE
I was the UX owner for multiple features of the Client Digital Experience iPad and iPhone apps between August 2018 and December 2019 and collaborated with design leads, visual designers, researchers, business analysts, content strategists & product managers across the globe - NY & Mumbai.
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Some of the primary features I worked on were Milestones, Mindsets & Interests, Mobile Check Deposit and Bill pay among many others.
The iPad App launched in the US in March 2019 & iPhone App in December 2019.
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Milestone Timeline in Concept Prototype
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Milestone Timeline in MVP iPad Launch
Wireframe Explorations for iPhone Milestone Timeline
FINAL DESIGN
DISCOVERY & CONCEPT PROTOTYPE
MVP LAUNCH - MARCH '19
The new UBS iPad app is a singular tool to manage nearly every aspect of clients' financial lives, from tracking daily expenses and paying bills to long-term financial goals.
FEATURE DEEP DIVE
Milestones
Milestones feature makes investing more personal by letting clients plan towards important financial milestones on a timeline and by giving clients the opportunity to tie these milestones to individual people.
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Overall, users understand and liked the Milestone feature. They think of it as a long-term planning tool that provides a plan of their future financial movements, to help them plan for upcoming changes in their finances.
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IMPACT
UBS reported that client log-ins for its Americas wealth management business soared 26% in March '20 compared to December '19, according to the firm’s first-quarter earnings report.
The engagement helped boost business during an otherwise challenging quarter; the Americas wealth management business reported $3.3 billion in net new money, according to UBS.
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