ABOUT THE PROJECT
Independent and agile wealth management
⚑ Role: Lead Product Designer / Head of design
At Dolfin, we created a multy-sided platforms for institutional investors and their clients Also after 3 years we also worked with IFA and create a multy-side platform for them and their retail clients.
For institutional investors
For end clients
The main feature was the fact that you no longer need to go to your financial advisor personally (respectively, and the advisor does not need to go to your client (a big pain for all advisors)), bring a bunch of KYC document, sign contracts, etc... Now everything has become simple, through a mobile application or a web platform, where you can:
The most difficult project in my career
It is not impossible to describe how many challenges we had during 4 years of working on this projects. In the design department, we worked out more than a thousand scenarios, outlined more than 5000 (and most likely, much more) prototypes covering a lot of scenarios. We had a lot of weeks of meetings with potential clients, end clients. Spent a lot of time and money on financial courses.
I started as a senior product designer. My responsibilities included:
After 2 years of work, I was offered to be "Head of Design" for the whole company. And my responsibilities expandeв. I began to perform tasks that the current business (wealth management) requires:
It was a difficult but insanely interesting job. I had to work 16-18 hours a day. And I spent weekends and evenings on courses about management, finance, accounting, design, etc.
Over the 4 years of work at the company, we designed all the systems, made thousands of layouts, thought out thousands of scenarios, talked to dozens of customers and thought out every detail.
Wealth manager personas
End client personas
Some WIP with a team