Reimagining wealth management
Designed an intuitive and personalized wealth management dashboard for HSBC
Overview
Role: Product Designer
Redesigned HSBC's legacy wealth management platform from the ground up while ensuring adaptability for other countries.
Led the design of a new wealth portfolio analysis feature for Mass Affluent customers, streamlining access to vital insights for timely investment decisions.
Results
3x Increase in Daily Active Users (from 2K to 6K in 3 months)
15% increased sign-ups for the premium account option
Why was the revamp necessary?
Main user base (45-65 year olds) was tech-averse and found the legacy platform unusable.
Three pain points:
Cluttered interface: Users couldn't find a simple answer to their core question: "What is my portfolio net worth?"
Hidden details: In-depth portfolio analysis was impossible, hiding critical data on asset distribution.
High-friction support: Simple investment questions required a slow, manual process to book an appointment with a Relationship Manager (RM).
Solutions:
Prioritize clarity with a 'net worth' dashboard: I designed a new landing page focused on a single, clear answer to the user's primary question. This immediately provided value and reduced information overload.
Enable deeper analysis: For power users, I designed a dedicated 'Holdings' page that allowed for in-depth analysis of specific asset types, directly addressing a key user request.
Empower self-Service: To reduce reliance on RMs, I designed a new wealth analysis feature that provided on-demand portfolio insights—a service that was previously only available via appointment.
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Wireframes
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1. Landing page
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2a. My holdings detail page
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2b. My holdings detail page - table
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3. Investors like you page
Learnings
Balance vision with a scoped MVP: I believe in starting with a big, user-centric vision but having the discipline to ship a tightly-scoped MVP that delivers immediate value.
Bridge design & engineering: I learned that a clear, comprehensive design spec is the most critical tool for a seamless collaboration, reducing ambiguity and accelerating the development timeline.