UOB Wealth
A zero-to-one project to allow customers to invest on the go.
Designer can establish a working timeline
Especially if this program-based project where the unknowns are high and broad, and as a product designer we can help structure staggered outcomes and design deliveries in a more structured approach.
Several discussions setting up the proposition for UOB wealth
Especially if this program-based project where the unknowns are high and broad, and as a product designer we can help structure staggered outcomes and design deliveries in a more structured approach.
As a designer, desk research is also vital.
To understand the current landscape and the customer better, desk research is done. In the example below, we realise that the current UOB Relationship Managers as still an integral part of digital app interface. The role of RMs have to be shifted from transactional to more advisory approach. This piece of research helps us to set boundaries and workflow with physical RMs into considerations.
Competitor research also done to inform us what features help us build UOB wealth
Design & user journeys
We have designed an introductory dashboard for new users, to understand the importance of
For UOB wealth, we need to cater for new users as well as existing users who have onboard with UOB for long time before digitalisation.
Iterations from internal testing
We have designed an introductory dashboard for new users, to understand new users the importance of goal settings and how they can consider investing with UOB in order to reach their goals.
Performance indicators
Conversion from Simple Invest to Digital Wealth
Increase in the number of customers who have bought Simple Invest and who cross over to transact on Digital Wealth.
Increase in revenue by 20% in 2024
Increase in AUM based by 35% in 2024
Active usage that transacted in-app across Unit Trust products on Digital Wealth. The percentage of customers assisted by RM over in-app usage. Increase in number of orders and request to speak to RM. Cost to serve by RMs goes down.
Increase productivity and consistency through streamlined RM assist and customer self-serve
Active Usage of UOB Portfolio Advisory Tool