P O R T F O L I O O F D E V E N D R A S H E N D E - L E A D U S E R E X P E R I E N C E A R C H I T E C T / S P E C I A L I S T
Designed a wealth management solution for a top rated financial client.
Helped design a wealth management experience that translates client goals, long-term financial aspirations, risk tolerance, and preferences into more personalized and seamless investment solutions.
Design Approach
My UX design approach centers on simplicity, smart problem-solving, accessibility, and actionability—creating experiences that are easy to use, inclusive by design, and focused on helping users move forward with clarity and confidence.
My Role in the Research Phase
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I gathered information about the target audience from several stakeholders and users
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I Facilitated User Interviews
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I was able to identify the Problem Statements with the help of capturing user personas
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I performed quick sketches, scribbles, and low-fidelity wireframes (Figma, Mural Board)
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I Worked on Mural Board Presentations (Online Collaboration Platform for Teams)
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I was assigned to a use case of Sally (user) and the WM Advisor's managed solution plans
Journey Mapping Exercise
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A journey mapping exercise describes Sally’s future state stepped processes and vision.
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Sally’s persona defines what to expect in terms of interaction.
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Touchpoints are user actions and interactions with the business needs.
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Defines truthful narratives and be sure that Sally’s journey resembles a real use case.
High Fidelity Mockups
Notification
Sally receives a message that her proposal is ready to view
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Co-browse Screen
Sally thoroughly review the proposal details: Proposal Assets, Goals, Advisory Fees
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Landing Dashboard
Sally clicks into the proposal via the message center, or her planning tool
2
Retirement Goal Details
Sally also reviews the details of her primary goal "Retirement" and the Risk
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Planning Center Screen
Sally likes "Plan A" as it shows a goal distribution chart which seems perfect for her
3
Risk Numbers
Sally now can review the risks associated with this proposal including a guiding vido
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