Redesigned wealth management interface for HNIs and UHNIs, improving data presentation and user experience through MVP to v2 releases.
High-net-worth individuals struggled with cluttered interfaces that made portfolio analysis difficult. Relationship managers reported client frustration with existing tools.
68% of wealth managers said clients requested simpler views
Users took average 4.2 clicks to find portfolio performance
Competitor apps offered better visualization tools
Shadowed 8 wealth managers during client meetings
Analyzed heatmaps showing users ignored 60% of dashboard widgets
Identified that HNIs wanted quick insights, not detailed data dumps
User testing showed customization paralyzed users – they wanted smart defaults
Reduced cognitive load while allowing power users to dig deeper
HNIs primarily used desktop; mobile would be v2
Removed 12 legacy widgets to focus on 5 high-value ones
Invested in data visualization library vs building custom (faster, but licensing costs)
Prioritized performance over real-time updates (refresh every 30s vs live)
Led design workshops with UX team to define information hierarchy
Established roadmap from MVP → v1 → v2 with clear success criteria
Coordinated with backend team to optimize data aggregation
Ran beta program with 15 high-value clients before full launch
Would have involved wealth managers in design process earlier
Should have built more robust A/B testing framework from the start
Would push for faster iteration cycles (2 weeks vs 4 weeks)