Rockefeller Wealth Portal

my Roles: TEAM MANAGEMENT / Research / UI Design Information Architect / Creative direction

Rockefeller Capital set out to create a new wealth management division catering to the worlds 1% richest individuals. Their mission was to create a design driven next-gen wealth management platform utilizing A.I. and predictive analysis to provide bespoke tailored solutions to their clientele.

Discovery Phase

I started the design journey by working directly with executive and advisor teams to thoroughly understand, validate, and design a stream lined service journey that provided exceptional client/advisor engagement and personalization.

"Existing customers switching to competitors for wealth management, primarily self-directed brokerage firms resulted in over 2 Billion in net outflows YTD. We seek to capture and retain the worlds wealthiest individuals through highly tailored offerings and strategic advice.”

Joseph Ferlisi
CIO

The Task at hand

How might we create a design driven best in class next-gen mobile and web based wealth management platform utilizing A.i. to proactively monitor client portfolios and provide actionable strategies to our clients.

Interviewing

Through stakeholder interviews I gained an understanding of in-house capabilities, client mental models and 3rd party eco-system integration needs. I then created journey maps, service blue prints and personas.

Ideation

I defined user task flows, created low fidelity wireframes and art of possible concepts to work out the basic user experience of the product and strengthen stakeholder buyin.

Prototyping a tool

Over multiple iterations I created over 350+ mid-fidelity wireframes and 6 prototypes, testing with various groups to optimize and refine the UI and UX.

Wins

Quantifiable analytics helped us to measure the success of the product.

“The firm allows advisors to offer a bespoke experience for their clients, providing access to unique investment solutions and the ability to operate with significantly more control and freedom than is possible at a big brokerage firm”