Wealthstreet is a fintech company that provides its consumers with a variety of investment-related services. They provide a service platform for both clients and employees that is used to create accounts, manage customer accounts, and manage investments, among other things.
Their main goal is to improve the portal’s experience so that they may increase their consumers’ overall trust in the brand and increase sales through appealing design and simplicity.
The biggest problem was comprehending the system's user base, which is diverse for a finance area and includes people who aren't particularly tech-smart, thus the UX we needed to develop had to be basic while also looking modern. Furthermore, the system was already in operation without a proper UX and it was a portal that served the purpose, but we discovered there were many loopholes as a result of which it was a pain point for the user and they were unable to properly utilize the portal, which was the main factor in their lack of willingness to visit the platform on a frequent basis.
The system has a large number of users for a fintech company. The initial step was to confirm the user persona because the user processes are defined based on the user persona. The persona was chosen with the goal of removing duplicate processes in the existing system and making it more simple and easy to use.
A well-thought-out architecture for the entire system that describes the system's proper workflow and results in a great customer experience. Designing wireframes was the ideal stage to decide what to do on each stage before moving on to visual design for a project with numerous user workflows.
We made a lot of adjustments after the wireframing stage, which helped us figure out which design elements we needed and which components we could reuse. Furthermore, we must represent the business's broader corporate identity, generating a distinct impression for the new UX that fits the image of the brand.
We were able to deliver on the customer's expectations; the overall system was re-imagined, and the procedure was well-optimized to improve the system's experience. Team delivered the assignment on schedule with front-end designs.
