Cruz, Jaime

About the project

The Automated Intelligent Wealth Management Platform serves for SAA & TAA recommendations and portfolio fulfillments. The priority of this service is to automatically produce optimal model portfolios and construct the final investment portfolio, as a recommendation to relationship managers

Deliverables

UI Design

Design System

Micro animation

Prototype

Role

Lead Experience Designer

Background

The Automated Smart Financial Management System was created to support Portfolio and Relationship Managers. It uses Artificial Intelligence and proprietary SAA/TAA algorithms to asses and make better recommendations to their clients.

Impact

While the product is still in development, we had several trial runs with a clickable prototype to asses the performance of its UX. Feedback was very positive, highlighting the simplicity, aesthetics and familiarity of the interface.

Next case

Insurance sales product

2023

Enhanced efficiency: Simplifying the sales processes for insurance agents in Thailand

UX Research

UI Design

Pitch deck

Prototype