Wealth Management


Our team of 2 was called in to help The Boston Consulting Group as part of a larger effort in the revamping of personalized banking services at a large Indian retail bank. This was a 2 week long rapid prototyping and co-design project. 


Building up on ground research done by the team at the Boston Consulting Group, we tested out ways of implementing the following key takeaways in an iPad app:

  • Users responded better to a more visual way of managing their wealth
  • There was a wide array of needs and goals that users wanted to align their wealth management towards
  • Users who  were unsure of what strategy to follow for their personal wealth management, relied heavily on peer strategies.

Final Prototype