UBS WEALTHWAY
UBS Wealthway is a wealth management product app for high net worth individuals. Native IOS iPad and iPhone apps for one of America's most trusted financial services with tools to set future milestones, get news and insights relevant to your perspective, view your account details, and contact your Financial Advisor among other features.
The Challenge
To redesign their online services and create an iPad experience, to engage high networth clients in an elevated conversation about their wealth and provide confidence in helping them plan for their financial needs.
A truly user-centered experience for existing clients—through discovery, planning, and advice—that enables them to thrive and drives organic growth for UBS. UBS, world’s largest wealth manager noticed a gap in the customer journey for their high-net-worth clients, their usage and engagement with digital channels was extremely low.
Business Goal
-Drive higher client engagement with UBS digital platforms
-Better support Financial Advisors in serving UBS clients
-Stay competitive in the industry
The ambition required a transformation at the heart of the business. By combining both a human-centered design approach and agile development methodologies, we created a new way of working within UBS that supports the development of superior client digital experiences.
Our Approach
I was the UX owner for multiple features of the Client Digital Experience iPad and iPhone apps and collaborated with design leads, visual designers, researchers, business analysts, content strategists & product managers across NY & Mumbai.
My Role
Some of the primary features I worked on were Onboarding, Activities, Balances & summary, Holdings, Voice to Text, Financial Productivity Report and Mobile Check Deposit among many others.
The iPad App launched in the US in March 2019 & iPhone App in November 2020.
This allow the client foresight into the features of the MVP. Through the workshop and audit of the old experiences, the team was able to hone in on the particular areas of the MVP that was most feasible for tech and for the clients launch date.
Login
Home
Accounts
Banking
Milestones
Contact advisor
Profile
Feature Set
Information Architecture
Interaction Patterns
Feature deep dive - Accounts
High fidelity wireframes
Design
This feature allows users to set up goals in the future.
Set a milestone
Milestones timeline
This feature allows users to see all their planned goals from the past and future.
This feature allows users to answer questions from UBS about their perspectives on their finances and interests.
By answering the questionnaire it helps provides the user contextual content that becomes surfaced up but more importantly how the financial advisor can help them.
Mindset and Interests – Perspective questions
Understanding your account balances
Clients are able to view all their assets and liabilities. They are able to pay bills and transfer funds.
This feature allows users to explore the different parts of their wealth. It educates and poses actions for them to complete.
Educational cube
Action and relevant insight cards surface to the user, for example if a user had not yet added a milestone. These action cards prompts the user to think about their wealth, relevant statistics are also surfaced to the client. There is also a financial snapshot on the left rail.
Dashboard - Action cards & Insights
IMPACT
UBS reported that client log-ins for its Americas wealth management business soared 26% in March '20 compared to December '19, according to the firm’s first-quarter earnings report. The engagement helped boost business during an otherwise challenging quarter; the Americas wealth management business reported $3.3 billion in net new money, according to UBS.
MVP LAUNCH - MARCH '19
The new UBS iPad app is a singular tool to manage nearly every aspect of clients' financial lives, from tracking daily expenses and paying bills to long-term financial goals.
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