Visualizing Data for wealth managers to help manage their clients
Intuitive interface for effortless financial management for advisors and business managers - to manage 100k clients
FinTech B2B
London
10-20
Problem
How might we empower wealth managers & financial advisors to make data-driven decisions, optimize their client engagement strategies, and ultimately drive business growth?
My Role
Led the information architecture and data visualization to create a seamless dashboard for Zugo's wealth management clients.
Managed teams - on-shore tech partners and off-shore development team - to ship the product within 5 weeks.
5
7
84%
Smart Tags
Organize clients by adding/removing them from customized tags.
Measurable KPIs
Visual cues to indicate client’s portfolio performance at a glance
Fund Distribution
Measure individual portfolio contributions of each client.
Scenario Planning
Use customized scenario plans to track client’s overall portfolio performance
Information Architecture
Wealth managers use the following key performance indicators to measure portfolio performance
AI-driven insights were leveraged to meticulously map user flows for wealth managers and optimize interactions with data to 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.
Data Visualisation Considerations
Line Chart: Effectively shows day-to-day/week-to-week changes in user engagement.
Disadvantage: Overemphasizes individual data points (daily/weekly fluctuations) at the expense of the overall trend.
Area range & Line Chart: Clear view of the overall trend despite daily/weekly variations.
Disadvantage: Requires more cognitive effort to process both the average trend (line) and the range of fluctuation (area).
Bar Intervals Chart: Allows for easy identification of periods with high and low performance.
Disadvantage: Harder to get a strong sense of the overall trend compared to a line or area chart. The focus is on the individual bars, not the continuous flow of growth.
Basic Area Chart: Ensures accurate representation of growth over time.
Advantage: Single color for the area emphasizes the overall trend. Reduces cognitive load (Gestalt Principle of Similarity).
Scenario Planning
The advisor can provide proposals personalized to their client's financial goal, taking into account all assets, liabilities, capital events, pension contributions and any other major life events such as - daughter's wedding, or buying a house with mortgage.
Client Potential Analysis
Wealth managers can quickly identify high-potential clients using interactive charts that show key metrics such as financial standing and engagement history.
Segment clients based on their Assets Under Administrations (AUAs)
Data-driven segmentation for personalized engagement strategies, based on each client's segment and financial profile.
