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Union Bank of Switzerland (UBS)

UBS, the Future of Wealth Management

 
 

Brief

For this project, I created a series of wireframes demonstrating a transaction flow. I was asked to create a transaction flow, and honesty, I loved the challenge! Wealth management apps tend to be loaded with features to help users manage their complex accounts. After spending a great amount of time observing how multiple top financial industries solve a complex set of steps to make a transaction within personal and external accounts, I have learned that simplicity and constant feedback at every step was a highlight that I must consider going forward with my transaction user flow goal.

I used UBS current wealth management app as a starting point and proceeded to demonstrate how a transaction between accounts will occur.

 

Client

Union Bank of Switzerland (UBS) Wealth Management

Responsibilities

Low-Fidelity Sketches / High-Fidelity Wireframes / Animated Prototype

Tools

Sketch / InVision / Adobe XD / Google Suite

 
 

Investment Dashboard & Flow

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