Timeline: December 2022 - March 2023
Role: Product designer
Industry: Fintech
Key deliverable: End-to-end mobile application design
Client: ÜTI
ÜTI is a Swiss startup ambitiously aiming at revolutionizing the wealth management industry by providing an advanced tool to help wealth managers find meticulously selected investment ideas.
Problem Summary
Wealth managers are inundated with a high volume of emails, calls, and messages from various channels. This scattered and unstructured communication makes it difficult to manage and track all the interactions efficiently. They are forced to spend a substantial amount of their time sifting through this information overload, which is not centralized or easily accessible. The time and effort consumed in managing these interactions could be better used in crafting effective investment strategies for their clients.