Private Banking | WealthTech | Enterprise UX
Wealth Cockpit: Award-Winning End-to-End Wealth Intelligence
Orchestrated a high-performance wealth management command center, winning the 2024 Asian Private Banker Award for Best End-to-End Solution.
Key Objective:
To architect a globally recognized, end-to-end intelligence hub that empowers Relationship Managers to manage high-net-worth portfolios with precision, scale, and proactive insight.
Challenge:
How might we modernize fragmented legacy banking infrastructure into a unified "high-velocity" cockpit that drives proactive client engagement and institutional efficiency?
The Project:
Wealth Cockpit
(Institutional Private Banking Platform)
My Role:
Senior UI/UX Designer
Spearheaded the product vision and modular design system for an industry-recognized, end-to-end wealth management ecosystem.
The Delivery:
- Architecture for Complexity: Orchestrated a "Zero-Friction" Information Architecture that consolidated isolated legacy functions into a streamlined, tab-based navigation. This ensured high institutional adoption by aligning with established RM mental models.
- Proactive Service Engineering: Designed the "Client Watchlist" and predictive filtering logic, allowing RMs to scale their portfolios by automating the identification of critical client events and AUM opportunities.
- Modular System Governance: Developed a comprehensive library of high-density data visualizations and financial components. This system was designed to be "End-to-End" ready, supporting everything from prospect acquisition to final trade execution.
Expertise Integration:
Instrumentation: Designed a modular UI design system and high-density data visualization library to instrument real-time portfolio and commission tracking across a white-label architecture.
CSAT Alignment: Aligned product strategy with high Customer Satisfaction (CSAT) by centralizing fragmented legacy data into a single-pane-of-glass dashboard for Relationship Managers.
Feature Adoption: Implemented predictive "Client Watchlists" to drive proactive engagement features, enabling managers to scale their client books while maintaining personalized service levels.
The Impact:
🚀 Market-Validated Tech Excellence: Recognized by Asian Private Banker (2024) as the best end-to-end solution, proving the platform's superior technical and design integration for private banking.
🚀 Enterprise Efficiency & Velocity: Streamlined the RM command center to reduce administrative overhead, allowing managers to focus on high-value client strategy and AUM growth.
🚀 Scalable Design Infrastructure: Built a modular, future-proof UI system that facilitates rapid feature deployment and consistent branding across global institutional divisions.
🚀 Market-Validated Tech Excellence: Recognized by Asian Private Banker (2024) as the best end-to-end solution, proving the platform's superior technical and design integration for private banking.
🚀 Enterprise Efficiency & Velocity: Streamlined the RM command center to reduce administrative overhead, allowing managers to focus on high-value client strategy and AUM growth.
🚀 Scalable Design Infrastructure: Built a modular, future-proof UI system that facilitates rapid feature deployment and consistent branding across global institutional divisions.
Feature -
1. All-in-one overview of commission, prospects, AUM, and client list
2. Client overview
3. Client book and filter function
4. Client order status
Benefits - 1. Client Watchlist
Designed a client watchlist feature that empowers relationship managers to prioritise key clients at a glance — staying ahead of important activities, events, and changes to deliver proactive, personalised service before clients even ask for it.
2. All-in-One Dashboard
Built around the needs of finance relationship managers, the all-in-one dashboard brings client engagement tracking, portfolio analysis, and personalised recommendations into a single, clear view — enabling managers to strengthen relationships through design that informs every interaction.
3. Scalable UI Design System
Developed an adaptable, modular UI design system that makes cross-client integration seamless — ensuring consistent branding, reducing development time, and giving every project a scalable design foundation that grows with the business.
Wealth Cockpit x Client
How might we seamlessly integrate the client's existing platform functions into Wealth Cockpit — creating a unified experience that feels native, intuitive, and built for the way users already work?
Adaptation process-
During the process, we break down the functions into sections to improve usability. After reviewing the information architecture, we reorganize them into tabs, aligning with the existing flow. Additionally, we customize the component library, including fonts, charts, tags, labels, buttons, and icons, to ensure a cohesive and consistent look and feel throughout the application.
Prototyping demo