Wealth Management
Compass
A centralized platform that simplifies account management, trading, and reporting for Wealth Managers.
Client
National Bank (NBIN)
Role
Product designer
Timeline
Jun 2022 - Jul 2024
Tools
Figma, Miro, Jira
Overview
Compass is a comprehensive wealth management platform that streamlines key processes for Wealth Managers by consolidating essential tools for onboarding, administration, trading, and reporting. It enhances efficiency with features like automated workflows, bulk requests, and self-serve data exports.
Responsibility
At NBIN, I designed the Client and Account Management modules, shaping key platform features to enhance user experience at NBIN. Led the end-to-end design process from concept to launch in collaboration with cross-functional teams. Contributed to the NBIN Design System, ensuring scalability and consistency across the platform.
Core Modules
Designed Client and Account Management modules with asset summaries, holdings, transactions.
Impact
Compass is currently in the GA stage. At this point, users have successfully migrated from the legacy system, and new users onboarding to the platform are expressing a positive impression of its features and functionalities.
+12,000
The new platform has successfully achieved a service volume exceeding
2,000
of users onboarded
89%
satisfaction rate on the usability survey
52s
Average task time was 52 seconds, beating the 1 minute target.
Problems
3 primary problems that slower decision-making and task completion.
01. Difficult data exploration
Users struggled to explore data quickly.
02. Information accessibility
Users had trouble accessing information easily.
03. Inconsistent & incomplete data
Users faced challenges finding reliable and comprehensive insights.
Opportunity
Design
The design goal for Compass was to create a simple, consistent, and intuitive experience that enhances user efficiency. A key focus was consolidating complex workflows into a streamlined interface, ensuring users could navigate seamlessly without unnecessary friction.
Design System
While designing Compass, the design team collaborated to develop an internal design library, create comprehensive documentation for design components, and establish a scalable design system in partnership with developers.
Would you like to see how I solved problems?
Unfortunately this project is under NDA, However, I can walk you through it upon request. Please reach out:
wanhee.kr@gmail.com
