Nectar
Financial

Visualizations, Restrictions, Winners/Looser’s

Nectar developed a simple, intelligent and “learning” wealth management tech platform allowing its clients to focus on their clients & business as a Wealth Manager, Family Office or Asset Manager.

Based in Zurich Switzerland I developed a new web based access point with a consistent & seamless responsive experience. Below are examples of the deliverables I created for Nectar.

case study

Enhancing professional’s investment results & client experience through design.

About Nectar Financial

Nectar Financial AG is the successor of Etops AG founded in 2010. In the environment with a new generation of clients, regulation, competition and changes on the market, “a new game is needed.” “Fast fixes won’t do the job.”

Nectar developed a simple, intelligent and learning wealth management tech platform. Proven services that fit. Allowing its clients to focus on their clients & business as a Wealth Manager, Family Office or Asset Manager.

Accomplishments

I assisted the European UX team with UX strategy & design to improve its web analytics and asset management platform.

I developed a lightweight and modern administrative interface that is responsive and pixel-perfect on OSX, Windows and Linux.
Developed wire frame assets and site map archetecture documents
Developed pixel-perfect final designs and assets
Authored detailed design and best practice guidelines
Hand-coded HTML, HTML5, CSS code libraries basedon Bootstrap 3 and Angular JS

Role

Principal IA UI/UX Strategy & Design
Creative Direction
Hands-on UX/UI Design

DELIVERABLE

Competitive Benchmark/Landscape Study, Stakeholders Interviews, Requirements Gathering, User Personas, Moodboards, Sketching, Wire Frames, Site Maps, Design Comps, Prototype, Final High-fidelity Assets

Tools

Adobe Creative Suite:
Photoshop, Illustrator, XD & InDesign

Sketch

Keynote

Bootstrap 3, Angular 2, HTML 5, CSS 3

challenge

The primary challenge was to enable Nectar’s clients to focus on their clients & business as a Wealth Manager, Family Office or Asset Manager to gain access to up to the minute market information, news, and research on the universe of companies, funds, and indices most important to them. They required a new responsive web platform and a seamless experience across devises and platforms; Web, iOS, Android, desktop, tablet and smartphone.

Solution

Working collaboratively with UX Research, conducting white boarding brainstorming sessions, developing user personas & journey maps enabled me to developed an intuitive, modern experience, which was efficient and effective, validated by in-house UAT and real-time client focus groups.