My role:
Visual, interface designer
Timeline
Feb 2021
Team
2 Designers
2 PMs
Overview:
Wealth Way is a saving plan introduced by UBS, that helps customers to explore and pursue financial goals in both the short term and long term, such as improving their lifestyle or giving to other family members.
Defining the problem
The challenge
The challenge is to provide an easy way for the clients to understand the Wealth Way concept and guide them to set up financial goals to maximize their investment. In addition, prevent information overload by filtering out unnecessary information on the website so that we can fill in the remaining information on the mobile screen. We must avoid burdening users with too much content such as heavy descriptions, long forms, etc.
Homepage
Homepage with account details, including both UBS accounts, and external account information.
Goal & Life Events
The goals & Life Events page displays all active goals, and allows users to create a new goal.
What-If Analysis Tool
What if Analysis Tool gives the user a general idea of the income goal analysis.
What-If Analysis Tool
Allows users to make changes to the plan details, and display the current plan.
Main experience
We have designed an experience that reduces the heavy amount of numbers or data by replacing them with data visualization charts, or graphs. Users can use our design to access their plan information, make changes to the plan details, or create a new life event. Users can also request to meet their financial advisor by email, phone, or voice call.
Virtual Assistant
We have created a virtual assistant to help users who have trouble interacting with the design. The user can ask the virtual financial assistant for anything, from accessing personal information to creating a new goal. The virtual assistant can also be used by manually inputting the information and allowing voice input.
