FinTech PaaS Design
Overview
Platform upgrade strategy to enhance Customer Experience of a Wealth Management Platform for a global FinTech company
Goal
A legacy wealth management & treading platform to be redesigned to cater smatter, productive, unified experience along with newer frontend technology. The UX standards to be defined so that 18 products under the umbrella can utilize the experience approach and Design Language to reflect consistent experience.
Create Strategic CX approach, Institutionalize Customer Centricity and evangelize UX processes within Business, Operations, Technology and Customer teams
Define Strategy & Culture
- Workshops with “C” Suits to define strategic CX goals
- Establish UX vision across multiple Products / Teams / Clients
- Implement Design Thinking at a group level
Research, Planning & Estimation
- UX Processes & Design activity plan
- UX Scope definition and prioritization
- Define Users’ Ecosystem to identify touch point & pain points
- Workshops & interviews with Business, Operations and Technology groups
UX Framework & Evaluation
- White boarding, Wireframes & clickable Prototypes
- Information Architecture & Role based UI
- Design standards and component Library for Reusability and adoptability
Adoption & Improvement
- White labeling strategy
- Basic ADA verification
- UX checklist and scenario based consulting
- Retrofit learnings to UX Framework
- Plan governance for ongoing activities
Outcomes
- 6 Weeks Discovery, Institutionalize Customer Centricity
- Need Analysis, User Ecosystem Blueprint
- 2 Pilot projects, 200+ wireframes
- Design System, UI Wrappers, Unified Design Language
Let’s Work Together
If you’re ready to transform your customer touchpoints and deliver meaningful experiences that drive business growth, let’s connect. Whether it’s a single design discovery workshop or a comprehensive reimagination of your service ecosystem, I’m here to help.
let’s connect