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UX for Wealth Managers

Enterprise Finance Web App

A redesign of UX for wealth managers.

Investment just got a facelift

Investment banking is a tedious and delicate process. Because of which many times the whole process seems just plain fancy because of the banker in a suit. Most of the times bankers find it hard to convince an investor about his product due to the unavailability of a platform that is reciprocative to both the banker and the investor where the information is crystal clear.

This is why we have come up with an all new user experience for the investment professional, which will make sure he has all the right deals in his pocket for his investor. The new design of the product gets rid of the redundant information and features that one normally encounters while presenting a prospect and keeps the information required on top. This will help the user have control over the application and not vice versa.

So, sign right here to check out our prospects.

Timeline

2015

Client

Markit

Domain

Finance

Role

UX Design

Know where your money goes

Making the right investment is a tough choice. Giving your customer the right choice is even tougher. By enriching the experience of the Financial information delivery across all platforms, investment professionals get better access to information about clients and assets over just data. This removes the cognitive data load and gives control to the user through navigation.

Strategy and interaction give you intelligent investment

Investment banking has never been so interesting. Nothing has involved and evaluated the users needs and data analysis in such a strategic manner. The overall experience is overwhelmingly interactive and crisp.

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