Financial Planning
Future Planner is a service that can help you achieve your long-term goals, whether they are related to your career, education, finances, or personal life. Using the client's service, you can gain clarity on your goals and create a road map for achieving them. We provide personalized recommendations and guidance based on your unique circumstances and aspirations, and we help you track your progress along the way. So, whether you want to secure your financial future, advance in your career, or improve your relationships, our Future Planner service can help pave the way to success.
https://www.hsbc.com.hk/wealth-management/future-planner/
Project Structure
1 Designer
Device
HSBC HK App
Working Model
Ailge in 7 months and Onsite to Client's company
My Response
UX research, workshop hosting, Presentation, UI design, Prototyping, Usability testing
Research
Conducting competitor research and brainstorming workshops can aid in integrating a new feature into this project
UX Design
A process of creating digital or physical products that are intuitive, efficient, and enjoyable for users to interact with
UI Design
Consistent UI design involves creating visual and interactive elements that align with the brand's identity and values
Development
Once the design was ready, we prepared a prototype for the outcome
Interview
Usability testing helped our team to gain a better understanding of the real customer expectations and needs for the new feature
💬 User Testing
As the Mobile Banking Application integrated a new feature, we hosted a user testing session between the development stage and the launch of Phase 1. This helped our team gain a better understanding of the real customer expectations and needs for the new feature. 👩🏻🧔🏻♂️🧔🏻♂️ Millennial x 3 | 👨🏽👱🏼♀️Affluent family x 2 | 👨🏼🦳Wealthy elite x 1
➡️ User flow
In the initial phase of the project, I leveraged user flow to illustrate the sequence of actions that users undergo to fulfill tasks or accomplish objectives within the product. This technique aided in aligning the flow with stakeholder requirements and identifying any potential technical impediments that could impede the user's progression.
🖼️ Wireframe
After receiving the requirements, I begin crafting wireframes to help stakeholders envision the end product. At the same time, I initiate communication with the Client's design team to obtain design guidelines and support. This approach allows me to streamline the development process and progress through each sprint with ease.
✨ Design screen
On the landing page, Users can preview Net wealth and three life goals once user land on Future Planner. We aim to provide a unique and engaging experience that captures their attention encourages them to complete their financial information and encourages them to add goals.
