Wake: Wealth Management
Product Design // Strategic Design // UX & UI Design
Wake: Wealth Management
Product Design // Strategic Design // UX & UI Design
How was the project created?
How was the project created?
Challenge
With the associates´ experience in wealth management, a digital product that works as a wealth calculator for people is designed, where in a friendly way, the user can capture, edit and view their different assets, insurances, shares, wills, and other documents that make up one´s patrimony.
Currently, people of medium-high economic levels lack a patrimonial structure. These people, during their professional careers, manage to consolidate their patrimony, but in some cases, it’s not properly managed or documented in a structured way, generating later on many problems.
This is where an opportunity is detected, to achieve through a new digital experience, a way to simplify wealth management for these people, with the aim that they can use it as a vehicle for investment, growth, education and legacy.
Project
Always putting the client as a priority, the needs of consolidated entrepreneurs around the management of their wealth were identified, analyzing how the main pain points of lack of order, lack of knowledge and fear of uploading their information to a digital tool can be alleviated. A solution was created that is viable for the business and of great value for the user, a supported concept of an ideal experience was created for the people who use it.
It should not be overlooked that this type of digital solutions are becoming increasingly relevant, since we see that the population of older people will double in the next 30 years.
Results
- A digital product was designed that consolidates, centralizes and values one´s patrimony.
- This tool facilitates wealth management, allowing effective and informed decision making.
- It generates peace of mind and security for users, offering a simple way to leave “everything in order”.
- Achieve security and transparency in the safeguarding of family patrimonial information.
- Launching a product on the market that solves a real need identified in users, offering a compelling value proposition that solves the lack of order, control and education/knowledge in patrimony matters.
Shared accounts to achieve transparency in family assets.
Challenge
With the associates´ experience in wealth management, a digital product that works as a wealth calculator for people is designed, where in a friendly way, the user can capture, edit and view their different assets, insurances, shares, wills, and other documents that make up one´s patrimony.
Currently, people of medium-high economic levels lack a patrimonial structure. These people, during their professional careers, manage to consolidate their patrimony, but in some cases, it’s not properly managed or documented in a structured way, generating later on many problems.
This is where an opportunity is detected, to achieve through a new digital experience, a way to simplify wealth management for these people, with the aim that they can use it as a vehicle for investment, growth, education and legacy.
Project
Always putting the client as a priority, the needs of consolidated entrepreneurs around the management of their wealth were identified, analyzing how the main pain points of lack of order, lack of knowledge and fear of uploading their information to a digital tool can be alleviated. A solution was created that is viable for the business and of great value for the user, a supported concept of an ideal experience was created for the people who use it.
It should not be overlooked that this type of digital solutions are becoming increasingly relevant, since we see that the population of older people will double in the next 30 years.
Results
- A digital product was designed that consolidates, centralizes and values one´s patrimony.
- This tool facilitates wealth management, allowing effective and informed decision making.
- It generates peace of mind and security for users, offering a simple way to leave “everything in order”.
- Achieve security and transparency in the safeguarding of family patrimonial information.
- Launching a product on the market that solves a real need identified in users, offering a compelling value proposition that solves the lack of order, control and education/knowledge in patrimony matters.
Shared accounts to achieve transparency in family assets.
Who are we designing for?
With this project, we seek to benefit mainly the businessmen segment. We find that people who respond to this profile are forming their patrimony, or have already consolidated it over the years.
However, on many occasions this information (documents, location of their papers) is not in order, so their value is not clear, and its administration takes plenty of time and effort. This project focuses on solving this need, putting your documents at your fingertips, facilitating their management and providing them with tools to enrich their knowledge on this subject. The result of this, inclines us to the development of a web application for clients where they can store their documents, view their balance sheet and leave their family protected for the future.
Who are we designing for?
With this project, we seek to benefit mainly the businessmen segment. We find that people who respond to this profile are forming their patrimony, or have already consolidated it over the years.
However, on many occasions this information (documents, location of their papers) is not in order, so their value is not clear, and its administration takes plenty of time and effort. This project focuses on solving this need, putting your documents at your fingertips, facilitating their management and providing them with tools to enrich their knowledge on this subject. The result of this, inclines us to the development of a web application for clients where they can store their documents, view their balance sheet and leave their family protected for the future.
The path towards the MVP
A digital product was designed that solves the main needs identified in users, developing a 100% digital concept that provides a complete and comprehensive experience.
Users can view and edit their wealth, watch it grow and learn about topics of interest and global trends for informed and momentary decision making.
The continuous improvement and enrichment of the platform will be a constant process, as well as the implementation of new products within it, to continue generating value for the user.
The path towards the MVP
A digital product was designed that solves the main needs identified in users, developing a 100% digital concept that provides a complete and comprehensive experience.
Users can view and edit their wealth, watch it grow and learn about topics of interest and global trends for informed and momentary decision making.
The continuous improvement and enrichment of the platform will be a constant process, as well as the implementation of new products within it, to continue generating value for the user.