Our approach to solving the problem

1. Embedding crucial pieces of the Wealth(SEI) App into the Retail App.

2. Wireframing and validating the one-app experience

Purpose of the product & project

1. To improve the wealth of client experience as they view their investments and conduct their everyday banking.

2. To ensure our overall offering and digital platform are superior and different from the competition

3. To build relevant platform features.

4. To create a platform that is inclusive of ‘Next Gen’ as well as an existing older demographic

Short-term goals and Long term goals for the project & business.

1. Drive client satisfaction

2. Increasing client loyalty

3. Acquiring new clients/switching over clients from competitors

4. Improving User Experience

What is the persona’s demographic, behaviour, attitude, needs/challenges, goals, and how can we help?

1. Demographics

2. Attitude

3. Needs / challenges

4. Behaviors

5. Goals