UBS, a global firm providing financial services, previously worked with Deloitte Design on an IOS app for their Wealth Management services. The project was a success and UBS returned to Deloitte to re-design the wealth management portal using the app as a template.
The Wealth Management portal serves as an entry point for UBS's most valued customers. Users can manage their banking needs there or connect with their Financial Advisor. The target audience is emerging affluent and high-net-worth users with multiple investable assets.
While the visual design of the app would guide the re-design, the functionality of the main responsive site would require a more robust interface. The customer experience needed to be re-thought.
The new dashboard is tailored to meet individual client needs while providing an all-encompassing overview of their finances. The experience adapts to all devices and variations in content.
Alexis, the Lead UX Designer, worked on research, initial wires, and delved into the financial complexities. My role was UI and accessibility. The dashboard was tackled in five months of collaborative design sprints.
As the project progressed, UI/UX merged and overlapped. Alexis often helped with UI design and I iterated on the experience. While roles were morphed, she and the CD were always there to provide direction.
This project is distinct for me as it's one of the few times I've focused primarily on visuals and had the opportunity to work so in sync with other designers.
Freelance Senior UI Designer
Lead UX Designer
A direct connection to your personal advisor
Overview of current balances
Account details that you can drill into
Individual transactions highlighted
Financial goals tool
Active loans, mortgages, and credit cards
Daily content snapshots
Limited ads that cycle through on load.
The included components follow a set of rules and scale to the grid:
Surfacing high amounts of data clearly was the goal in the accounts section. I experimented with higher density designs, but this worked better. The accordion starts open, but when users can close sections manually, or collapse all at the top.
We started with stakeholder interviews and discovery meetings run by the Lead UX Designer. The goal was to better understand some of the pain points and areas to improve.
Using graphics and images to make the site feel more welcoming and accessible didn't test well. Users preferred a data-driven approach.