Project Overview

• Role: Product Designer & CX Consultant
• Services: High-Net-Worth Persona Research, Omnichannel Strategy, UI Design, Prototyping
• Industry: Private Banking / Wealth Management
• Tools: Figma, Miro

1. Context & The Challenge

An exclusive private banking institution needed to modernize its digital portal for high-net-worth individuals (HNWI) while maintaining a premium, personalized, and highly secure touchpoint.

The Problem:

The legacy platform felt outdated and rigid. It failed to reflect the premium nature of the service, causing wealthy clients and advisors to rely on fragmented offline channels for routine portfolio checks and investment requests.

Key Pain Points Identified:

• Impersonal Digital Experience: Lack of tailored views for complex investment portfolios, alternative assets, and private equity.
• Low Engagement: High-value clients found the interface complex and preferred calling their relationship managers for basic updates.
• Complex Reporting: Performance charts and market risk reports were static and difficult to interpret on tablet and mobile devices.

2. My Approach & Process

I led the UX/UI strategy to build a high-touch digital experience that combined sophisticated design aesthetics with robust financial management capabilities.

Phase 1: Deep Discovery & Persona Definition

• Conducted qualitative research with relationship managers and private banking clients to understand privacy needs, decision-making habits, and preferred communication channels.
• Mapped high-touch user journeys for portfolio management, private investment opportunities, and direct advisor messaging.

Phase 2: Information Architecture & Dashboard Design

• Designed a custom dashboard prioritizing real-time asset allocation, net worth progression, and liquidity metrics.
• Integrated dynamic data visualization tools that allow clients to simulate investment scenarios and risk exposure cleanly.

Phase 3: High-End UI & Design System

• Created an elegant design system in Figma tailored for luxury finance (dark/light themes, refined typography, and subtle micro-interactions).
• Ensured high-level data security visual cues (masked balances, secure document vaults) across every interface.

3. Key Solutions Implemented

• Executive Wealth Overview: A streamlined home view presenting global assets, cash flow, and performance metrics at a glance.
• Direct Wealth Advisor Hub: Integrated secure end-to-end messaging and scheduling directly with dedicated relationship managers.
• Interactive Portfolio Analytics: Custom financial charting designed for fast scanning and deep-dive asset breakdown.

4. Impact & Results

• Elevated Brand Perception: Delivered an exclusive digital environment matching the prestige of private banking services.
• Increased Platform Adoption: HNW clients shifted routine portfolio inquiries to the digital portal, freeing advisor time for high-value advisory.
• Streamlined Advisory Workflows: Reduced friction in sharing investment proposals and secure documentation.

Outcome

The final deliverables provided the bank with a compelling foundation to launch a premium product experience tailored to its most elite segment. The design work elevated both the physical and digital experience, aligning aesthetics with business goals and user expectations.

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Prototype

APP

Landing

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