Client
UBS, Wealth Management Services
Role
Art Direction, Branding, UX, Motion Design & Video Production
Task
Expanding Client-Base Services
Method
Digital and Video: Responsive microsite with CQ5 platform integration
Goal
Enhancing customer satisfaction by improving usability and by providing a new interaction between the customer and the product information.
What I Did
- Art Direction, Visual Design & UX & UI
- Branding
- Optimization
- Tracking & User Analysis
- Project Management and Web Development
- Fostering Client & Stakeholder Relationship
The Challenge
To leverage emerging standards of behavior patterns while retrofitting to new rebrand design, brand font usage, platform-to-support team, exposure to social media.
ROLE: Built and analyzing competitive and comparative sites. Helped create interactive research reports, storyboarding for 2D info-graphic animations to build client engagement. Communicated with developers to understand the technical constraints of the interactive website.
DELIVERED: Interview takeaways, comparative analysis or other competitive company, personas, user journeys, wireframes, clickable prototype.
The Context & Mission
TASK & RESEARCH:
- Analyzed features, layouts, and digital materials.
- Meet with the user focus group, low fidelity prototype.
- Received in-depth responses from users
- Conducted usability testing of the existing prototype.
- Suggested the infinite scroll feature, with contextual clues such as animating graphics to load on the page. Allowing the user awareness for any unseen content still waiting to load.
- Provided a sense of control, lower header menu for adding pagination with sound clicks to keep a mental location of the content.
- Area to interest SEO
The Solution
DESIGN APPROACH:
To build the UBS brand voice by reaching out to Financial Advisors and Ultra-High Net Worth Clients in online media engagement that fits for all demographics/generations.
- Non-responsive functionality interface. Need to drive of Millennial markets’ financial awareness.
- Keeping top of mind of a first-time user. Open space and icon graphics.
- No video medium existed.
The Results
- Lifted the legacy. Introducing Investor Watch Reports, quarterly reports accessible to all digital mediums, and various platforms within the digital ecosystem.
- Elevating user’s knowledge on trading financial landscapes, through analyzing the quarterly report of investor’s sentiments and behavior.
- Elevate and cultivate the user’s trust.
- Video is a critical medium: Millennials spend 48% more time watching online videos than the average Internet user.
Users metrics-based interactive performance after 1st day of launch:
- Total Visitors: 450
- Total Opens: 313
- Total Page Views: 313
- Average Visitors Per Day: Less than 21
- Average Opens Per Day: Less than 17
- Average Page Views Per Day: Less than 17
Additional successes:
