Market-leading investment tools

WealthSelect is a new and innovative investment proposition launched in February 2014 by Old Mutual Wealth. It offers financial advisers a range of funds and actively managed investment portfolios to suit a wide range of customer needs.

 

Role & Responsibilites

My role within the team was as Lead User Experience Architect working directly with the lead Creative designer and lead front-end developer throughout the entirety of the project. This included the following tasks over a six month period:

  • Concept sketches and scamps
  • Wireframes
  • Sitemaps
  • Prototypes
  • Visual design elements
  • Client presentations
  • Specification documents
  • Working with Axure, Photoshop, Illustrator, and pen and paper sketches
 

AwaRD WINNING

Marketing effectiveness Award 2014

£500 million

inflows since launch

STRATEGY & IDEATION

Following the initial kick-off workshop, it was important to map out the requirements, in order to ensure these were met by the final solution. Myself and the team got everything we could up on the wall through scamps, post it notes and brain storming diagrams. This was an ideal way to get an overview of the overall structure and also the content that would be required.

I conducted a benchmarking analysis to inform our initial ideas. At this stage it was important to gain insights from within the investment industry and also a variety of non-financial sectors.

USER JOURNEYS

I created a large number of different concepts and ideas combined with the competitor analysis and research to pin down the key journeys in the site. The final user journey sketches were digitised and were used to gain approval to move to the next stage. These were also used by Old Mutual Wealth to gain wider internal buy-in and to inform the WealthSelect Marketing campaign planning.

I created a number of wireframe prototypes which helped the client to play with a tangible version of the promotional website and the ‘Explore Funds’ and ‘Explore Portfolios’ interactive tools. This streamlined the decisions around the design direction.

WIREFRAME Prototypes

CREATIVE CONCEPTING

I worked collaboratively with the Creative Director to evolve the scamps and wireframes into a solid design. This gave Old Mutual Wealth the first view of what the final solution would look like when launched.

LIVE SITE

Check out the live Old Mutual Wealth Select site.