HSBC Wealth Compass

Digital Investing Tool, 2017

Wealth Compass is an online investment tool that gives customers an easy, cost-efficient way to invest in mutual funds anytime, anywhere. I was hired on a short-term contract to provide UX/UI support for the project’s Lead Designer. With the product set to launch in just a few months, timelines were tight and the team was running behind on deliverables and dev turnover.

Most of the UX was approved when I joined, but the only UI done was the landing page. We still needed to produce, present and get global approval for the online calculator, investment profile questionnaire, results page, application form and customer dashboard. Mobile and tablet versions also needed to be created.

I completed all the above during my contract, as well as conducted two rounds of user testing, packaged assets for the dev team and performed design QA.