Collaborate with Singapore based team to design a suite of four Private Wealth Management iPad & mobile products for High Net worth global clients.
Retaining Wealth Lineage
To ease delivery of managers services to their high net worth clients by challenging the current ‘face-to-face’ , location restrictive, flight dependant personal service model, through a video conference app. Helping to engage & evolve with their lifestyle & continue to support their future wealth needs.
Betfair Product Owner
Bonjour will give managers & clients a tool for communication, allowing them to make near-immediate calls & schedule meetings regardless of their location maintaining close relationships between managers & clients.
The Approach
With insights from the earlier Service engagement, speed to market was a key driver as others in this market have similar products. The assumption was that users need to contact their relationship managers freely & securely wherever they are.
Key Insights
Primary clients identified were those in remote locations across the globe.
Clients wanted regular personal engagements with Relationship Managers.
Clients want to involve family members or advisors in the future banking relationship.
Communicating Design
Joining the team in Singapore, I quickly engaged them in casual, collaborative sketching workshops & also laterally creating wireframes to translate ideas & alleviate vision gap to better articulate & distribute design rational.
I created two sets of user group documentation, to communicate requirements to the lead developer & support their quality assurance needs.
These deliverables consisted of Screen Flows, User Journeys (notes on these journeys helped to define transitions & user touchpoints) & Interactive Prototypes.
Wireframes
Prototypes
Prototype video demos were an efficient way to gain meaningful feedback from the team & gain consensus from stakeholders, but unsuitable for iterating & reflecting changing viewpoints rapidly.
Testing Assumptions
With a viable prototype, we elected to validate our convictions, through controlled user testing.
For testing, internal CX board review & internal business road shows, I produced temporary visuals for the high-fidelity interactive prototypes using Sketch & Flinto, for it's seamless & localised workflow.
As Clients were not easily accessible organising testing followed the usual lengthy time boxed scheduling through the Client Relationship Manager.
Testing helped to validate our assumptions & prioritise requirements for final MVP deliverable, but mostly allowed the business to further evangelise their ongoing support & understanding of the clients lifestyle need.
Final deliverables consisted of the interactive prototypes, User Journeys (notes on user journeys helped to define transitions & user touchpoints), Screen Flows & final visuals (Visuals By Matt Luxford).
Final Visuals
With new brand guidelines in hand the final visual reflect the lifestyle & prestige.
