Next Generation Investments MVP
Summary
Wealth scape investor is being retired so we were asked to re build the experience with current design system guidance and if needed we were to create net new.
Project term
1 yrs
Services from Wealthscape Investor
Limited Portfolio abilities
NO trade capability
Title/ Name
Lead Experience Designer
Process steps & Mindset
1
Think
To initiate our research and embrace Design Thinking, we begin by gathering insights into people's desires and their ideas for enhancing initial dashboard designs, particularly in banking. We test these concepts and refine them based on the feedback we obtain. Considering the extensive nature of the information our systems need to present, we strive for more comprehensive data. Consequently, we perform a competitive analysis within the financial industry, focusing on trends and terminology.
2
Make
Once our research was complete, we moved on to prototyping user journeys, choosing to create high-fidelity designs featuring actual screens instead of basic sketches. We organized into eight groups with diverse cross-functional members maintain agility, and began developing wireframes for different flows. For instance, one group focused on activity which encompassed any data displayed. We translated the metadata from the source file a needs document and then designed various use cases to guide for compliance.
Next Generation Investments Case Study
TASK: Retirement of older investment software from a third-party host, along with the need for updates and the desired new features for investment clients, necessitates the creation of a comparable solution.
Problem: Wealth customers expect certain info across different spectrums of wealth literacy
Solution: By adopting design thinking as our approach, we initiated a thorough competitive analysis, which was crucial for the project's success. During this analysis, we observed both thematic similarities and some differences, leading us to collaborate closely with the product owners to determine the necessary functions for the MVP of the NGI Application. Once the teams finalized their respective channels, we developed a proof of concept to showcase and with the product owners. proof of concepts will guide the design process to achieve the required fidelity while integrating all API development needs as we expand upon the initial concept.
