Financial Management by Wealth Managers

Intuitive interface for effortless financial management for advisors and business managers - to manage 10k clients

Industry

Industry

Fintech - B2B SaaS

Fintech - B2B SaaS

Headquarters

Headquarters

London

Company size

Company size

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%

Improved Onboarding Process

Improved Onboarding Process

25%

Increase in User Retention

Increase in User Retention

84%

Increase in Time Spent on Website

Increase in Time Spent on Website

My Process

  1. 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.