WEALTH PLATFORM
Digital Transformation for Financial Services
Project Concept
UX/UI Design, Product Strategy, Prototyping
Project Type
CHALLENGE
I was approached to redesign a digital platform for a wealth management firm that needed to simplify complex data and enhance clarity for both advisors and clients. Their existing tools were outdated, difficult to navigate, and created friction in daily workflows. My goal was to transform those fragmented systems into a cohesive, intelligent experience that felt modern, reliable, and effortless to use.
PROCESS
I began by mapping user journeys and conducting interviews with financial advisors to understand their main challenges and expectations. Through this research, I identified patterns of information overload and inconsistent visual hierarchy that made financial insights harder to interpret.
I then designed a modular UI system focused on usability and visual clarity, combining neutral tones with accent colors to emphasize key data points. With high-fidelity prototypes built in Figma, I ran several testing rounds that refined the navigation flow and improved comprehension by over 30%. Every decision — from typography to micro-interactions — was crafted to communicate precision and trust, two essential values in the financial industry.
The redesigned platform now delivers a unified experience where data and user intent work seamlessly together. Advisors can manage portfolios faster, visualize trends more clearly, and operate within an interface that enhances both confidence and efficiency. This project reinforced one of my guiding principles as a designer: turning complexity into clarity through thoughtful design.
FINAL PERFORMANCE
