Financial Management by Wealth Managers
Intuitive interface for effortless financial management for advisors and business managers - to manage 10k clients
London
10-20
Problem
How might we provide a platform for wealth managers and financial advisors to efficiently use their time to provide personalized financial care to their clients?
My Role
Led the information architecture and data visualization to create a seamless dashboard for Zugo's wealth management clients.
Managed teams from on-shore tech partners and off-shore development team to ship the product within 5 weeks.
35%
25%
84%
My Process
Information Architecture
Key performance indexes that wealth managers need to see at a glance:
User flows were meticulously mapped, leveraging AI-driven insights into wealth manager workflows, to optimize how they would interact with data and accomplish core tasks. This approach was guided by:
Hick's Law, minimizing decision fatigue by reducing the number of choices presented at each step,
Jakob Nielsen's usability heuristics, ensuring efficient and intuitive task completion.
