The purpose was to design a world-class Private Wealth Management app for Nuvama’ UHNI clients. We began with the following goals in mind.
- Significantly improve the client’s experience with functionality that is quick, useful and automated.
- Increase client retention and engagement with the app as well as for on-field staff
- Give the client a quick way to reach out to financial advisors and raise queries
- Attract new clients on the platform
The first step was to come up with a design language which was appealing yet simple, scalable and consistent. Custom artwork was created to add character and personality to the screens.
The onboarding journey was designed for lightning quick logins—less than a second, with the help of biometrics and Face ID
The new home-page was a daily summary of all financials. An overview of a client’s current portfolio. The larger picture.
The holdings and performance pages was designed for clients to view their portfolios and portfolio performance across asset classes, family members and across multiple asset management companies.
The Transactions section included not just past transactions but upcoming ones and corporate actions—an industry first.
We also wanted to give users the ability to add Family Office Managers along with controlled access at the tap of a button.
Nuvama’ UHNI clients can now connect with their teams at Nuvama even quicker. They can also raise and track service requests and escalate them if needed
Riyaz LadiwalaPresident and Head – Technology and Operations, Nuvama Group
“Flooid really challenged us at multiple points to think differently about our product’s user experience. Their working style defines them—collaborative, iterative and practical. They’re open to feedback and won’t shy away from giving some of their own. Working with Flooid was like working with a well oiled internal team that just gets us. I’m glad that our collaboration with them has brought about a product that has great clarity, ease of use and a sophisticated visual language, which honestly. is rare to find in financial products today.”