Robo Advisory App
Intuitive wealth management for retail clients.
Client
swissQuant Group AG
Role
Lead UI/UX Designer
Duration
3 months
Year
2023
Overview
Robo Advisory was a POC project for a client facing portal to ImpaQt Wealth. Through the use of predefined model investment portfolios, retail banking clients could easily start investing with minimal effort and oversight.
The Challenge
The biggest challenge in the Fintech industy is how to condence complex financial data into a format that can be absorbed by an end user who is does not have a background in Finance and Economics. I have to approach this project from the mindset of a user who hasn't seen behind the curtain of investment management before.
The Solution
By focusing less on raw data and instead on intuitive visualizations and user-friendly interactions, the app simplifies the investment process. The app uses a fairly linear flow to ensure the client doesn't get lost while capturing all necessary information to get them started with investing.
Impact & Results
UI designed for touch devices for a seamless mobile experience.
Structured flow ensuring users complete necessary steps efficiently.
Adherence to financial regulations without bloat.
Simplified and clean aesthetic to keep users engaged.
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