The project is protected by the confidentiality agreement.
Challenge
Modernise legacy banking flows for high-net-worth clients while maintaining strict regulatory compliance and building instant trust.
Modernise legacy banking flows for high-net-worth clients while maintaining strict regulatory compliance and building instant trust.
My Role
UX Designer – end-to-end ownership from research to high-fidelity prototypes and handover.
UX Designer – end-to-end ownership from research to high-fidelity prototypes and handover.
Process
- User interviews + journey mapping with HNW clients and relationship managers
- Wireframes → interactive prototypes (Figma)
- Iterative testing with real users
- WCAG accessibility audit
- User interviews + journey mapping with HNW clients and relationship managers
- Wireframes → interactive prototypes (Figma)
- Iterative testing with real users
- WCAG accessibility audit
Impact
- 38% reduction in onboarding drop-off
- 41% faster task completion on portfolio dashboard
- Delivered production-ready design system components
- 41% faster task completion on portfolio dashboard
- Delivered production-ready design system components
Tools: Figma, Adobe XD, Photoshop, UserTesting
Visuals to feature: Before/after dashboard, mobile onboarding flow, annotated wireframes, prototype link.