Global UHNWI (Ultra High New Worth Individuals)
Wealth management SaaS platform for ultra-high-net-worth individuals, featuring real-time portfolio insights and an award-winning advisor calculator.
Duration
1yr
Team
20
Scale
Global Enterprise
Scope
North America, Europe
Overview
A global wealth management SaaS company in the financial services sector engaged us to enhance the investment experience for ultra-high-net-worth individuals (UHNWIs) and streamline advisor workflows. By leveraging the client's existing platform and employing a research-led approach, the project aimed to create a sophisticated, real-time interface for investors and an innovative tool for advisors.
Challenge
The need to address the complex requirements of UHNWIs and efficiently equip advisors with advanced tools.
Investors demanded a seamless digital experience providing real-time portfolio insights and financial strategy alignment.
Advisors faced challenges with outdated platforms requiring a comprehensive redesign to simplify complex calculations and improve workflows.
Research & Discovery
Conducted usability testing to identify gaps in the existing investor and advisor user experiences.
Led stakeholder workshops and journey mapping to understand diverse user needs and objectives.
Developed personas to represent UHNWIs and advisors, ensuring solutions were tailored to their distinct requirements.
Solution & Deliverables
Delivered a fully designed and developed SaaS platform, featuring an interactive digital interface for UHNWIs that provided real-time data and personalized financial insights.
Developed the DFS Calculator application for the U.S. advisor market, simplifying complex calculations and enhancing workflow efficiency.
Ensured WCAG 2.0 AA compliance across all deliverables, embedding accessibility standards from the outset.
Results & Impact
The investor interface improved user engagement by empowering UHNWIs with greater transparency and actionable insights, increasing trust and satisfaction.
The DFS Calculator enhanced operational efficiency by reducing manual tasks, allowing advisors to focus more on client engagement.
These advances solidified the company's market position, earning recognition as the best HNI portal in the U.S., and positioned the company for sustained growth and competitive success.
Project Artifacts
Project Details
Industry
Financial Services
Duration
1yr
Team Size
20
Direct Reports
2
Scale
Global Enterprise
Scope
North America, Europe
Budget
100'500K
Platforms
Web, Mobile and Native: iOS and Android
Regulatory
Heavy
Engagement
End-to-End Product Management and Design