PROJECT SWIPE

Modernizing the Wealth Management Experience

A comprehensive initiative to bridge the gap between traditional banking advisors and the next generation of investors.

Timeline

10 Months

Role

Lead Designer

Process

End-to-End

Files Created

15+ Sources

The Complexity

This project wasn't just about UI; it was about navigating organizational complexity. We had to validate assumptions across different stakeholders (BA, Pods, Wealth Team) while maintaining user-centricity.

(Screenshot of the 15+ Figma files goes here to show scale)

PHASE 01: DISCOVERY & RESEARCH

Navigating Ambiguity

We started with broad "BA Research" and internal scans. The goal was to understand the current friction points in the advisor workflow.

WORKSHOPS & IDEATION

Insights from the "Swipe: Workshops" sessions.

[Insert photo of Sticky Notes / Whiteboard]

PHASE 02: DEFINITION & CONCEPT

Validating the "Adcept"

Before moving to pixels, we conducted "Adcept Interviews" to test the appetite for a new engagement model.

Key Finding A

Advisors need flexibility, not just automation.

Key Finding B

Clients prefer hybrid communication channels.

PHASE 03: DESIGN & VALIDATION

High-Fidelity & Demo

Moving into the "Validation Phase", we built high-fidelity prototypes to simulate the real advisor experience.

[ Insert High-Fidelity Dashboard Screenshot ]

Final Product Demo

Watch the end-to-end journey from Client (Mobile) to Advisor (Dashboard).