CASE STUDY
UBS, Wealth Management Services
Designed and developed a responsive microsite with seamless CQ5 platform integration, enhancing user experience and delivering dynamic digital and video solutions that effectively boosted client engagement.
Client
UBS, Wealth Management Services
Role
Art Direction, Branding, UX, Motion Design & Video Production
Objectives
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
UX DESIGN APPROACH:
To build the UBS brand voice by reaching out to financial advisors and ultra-high net worth clients through online media engagement that fits all demographics/generations.
- Non-responsive functionality interface. Need to drive Millennial markets’ financial awareness.
- Keeping top of mind of a first-time user. Open space and icon graphics.
- No video medium existed.
User Flow & Information Architecture
UX & UI Design & Branding
Led the UX strategy and design for an award-winning, user-centered digital experience that enhanced engagement and delivered meaningful insights. From the homepage to interactive, data-driven touchpoints, each screen was crafted to seamlessly align with the user journey and meet the needs of high-value visitors and clientele. This project earned the Gold Award from the Financial Communications Society (FCS) for excellence in financial digital experiences.
Key Achievements:
- Award-Winning UX Design – Recognized with the FCS Gold Award for innovation and impact
- Seamless User Journey – Designed key screens from homepage to interactive reports
- Intuitive & Data-Driven – Crafted engaging, insight-rich experiences for high-value users
- Strategic Brand Development – Strengthened digital presence through user-focused design
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:
