My Wealth Master

A case study exploring wealth management tools for young professionals, completed as a bootcamp project with a team of four.

My Role

My Wealth Master was designed by a team of four at Experience Haus in London, England. My role within the team consisted of the following:

  • Team collaboration

  • User research

  • Insight synthesis

  • Alert system design

  • Profile settings design

  • Design system development

Our team with My Wealth Master founder Jonathan Cosgrove

In order to identify the key design goals, an interview was held with stakeholder Jonathan Cosgrove.

The interview led to the development of three goals:

  • Build a financial dashboard that prioritizes clarity and motivation.

  • Incorporate AI tools without overwhelming beginners.

  • Centralize various financial planning tools into one unified platform.

Stakeholder Interview

User Interviews

Interviews were conducted with financial advisors and prospective users from eight different countries between the ages of 25 and 70.

The interviews led to the identification of these user needs:

  • Users need tools that guide them through wealth management.

  • Users want one unified platform, rather than using several different tools.

  • Users need a simplified platform without clutter or the use of complex jargon.

Ideation

The ideation process for My Wealth Master consisted of our team creating a High Impact - Low Effort matrix. The matrix assisted our team in determining which aspects of the design were to be prioritized. After ideation, our team had settled on the following:

  • Seamless onboarding. No long forms or complex setup.

  • Unified financial dashboard. Users can manage net worth, ISA accounts, spending trends, and investment portfolios.

  • Financial Sand Box. A safe space where users can explore hypothetical financial decisions with AI support.

Alerts User flow

A user flow chart was created to demonstrate a hypothetical user’s journey through the alerts section of the platform.

Profile User flow

A user flow chart was created to demonstrate a hypothetical user’s journey through the profile settings section of the platform.

Onboarding

  • Upon signing in or creating an account, users will be required to verify their identities.

Profile

  • After identity verification, users will securely link their bank accounts to My Wealth Master.

Alerts

  • Users can set alerts to stay informed on different stocks.

  • Users can use the toggle switch to set the alerts to include price changes or company news.

Profile Settings

  • Users can adjust the AI Agent settings in the profile settings.

What I'd Do Differently

Given more time, I'd narrow the Alerts section to a clearer before-and-after rather than showing every iteration, and push for usability testing on the AI Chatbot feature specifically, since it was one of the more experimental parts of the product and could benefit most from real user feedback.