UBS

Money isn't just facts and figures. It's the power to follow your dreams. “Let's talk about financial planning in the context of life priorities, of values and relationships, so we don't just understand what we need to do, we're also motivated by the ‘why’.”

UBS SmartWealth is an investment product and associated online experience. Using robo-advisor principles, it offers an accessible path to wealth management for customers who previously would not have considered using such a service. As a relatively new product, the challenge for UBS is to drive acquisition and increase retention amongst this new customer base.

I co-created the user experience, then I designed and created an interactive wireframe prototype wealth management app that would help users visualise their goals and inspire them to set new ones, giving users a best-in-class interactive and enjoyable financial experience.