research-driven design for a wealth management tool.
UX Designer
8 weeks (Feb - Mar 2025)
Workshop moderation
Stakeholder mgmt.
Usability research
Client: Enrich
CONTEXT
Enrich is a DIY software solution that executes a financial advisor’s role in an approachable, uncomplicated manner for a low annual subscription. I conducted early usability testing and designed components that were ultimately integrated into the mobile app.
overview.
WHAT ENRICH NEEDED
Enrich had a prototype for which they needed concept testing, as well as feedback about ease of use to inform rapid iterations.
WHAT I DID
An early usability study that simultaneously gathered concept feedback
Designed high-fidelity mocks based on findings
KEY DELIVERABLES
A comprehensive report of findings alongside key artifacts
Design changes based on my recommendations and research results
Enrich implemented components of my design in the development of the mobile app (Beta 1) in late June 2025.
IMPACT
The report yielded insights that determined the trajectory of the company’s work for the next month. Enrich re-hired us two additional to work on Beta 2 in June and Onboarding in July 2025.
The beta version of the app was developed in June 2025. This research was pivotal to the client realizing that the What-If Scenario feature needed refinement as the main value proposition and differentiator.
MY CONTRIBUTIONS
Prototyped the screen flows that were used in usability sessions
Co-moderator and system manager for usability sessions
Designed mockups and recommendations for implementation
research.
OBJECTIVES
Concept Testing
User Experience
Look & Feel
HEURISTIC EVALUATION
Knowing that the participant pool is a valuable resource, I first conducted a heuristic evaluation to catch the low-hanging fruit.
Using the NN usability heuristics, I examined the mock-ups and found the following issues. Before participant sessions began, the Lead Designer at Enrich returned with mocks that addressed the issues that we found.
RECRUITMENT
Recruitment methods included targeted outreach, cold outreach, convenience sampling, and snowball sampling.
Participant profile
High Net Worth Individual (HNWI) with a liquid asset range of $1M+
Approach wealth management with DIY tools or third-party outsourced services
Cannot be designers or engineers in tech
METHODOLOGY
Measures included Task completion/success, Qualitative feedback, System Usability Scale (SUS), and Product Market Fit (PMF).
We ran remote 60-minute moderated sessions with:
1 Moderator, 1 Note-taker, and 1 System Manager (acting as participant's mouse)
SUS + PMF surveys after the moderated portion
iOS mobile prototype shown on desktop
The complex nature of the app: I prototyped the key task flows used during sessions.
WORKSHOP: ANALYSIS WITH STAKEHOLDERS
Involving the stakeholders early on was crucial to building rapport.
We facilitated a 2-hour workshop with Enrich's CEO/PM, Lead Designer, and Engineers. From our internal preliminary analysis, we provided the categories into which they affinitized the data.
Synthesis workshop with the client
findings.
THE USER
“I would absolutely not use this (contribution amount) slider.” -PA
THE INSIGHT
Users like precision when handling money.
THE DESIGN REC
Enable text entry input anytime users are working with shares, contributions, and target goals. Reserve sliders for interactions requiring approximate rather than precise values.
“I guess I would swipe to the right and hope that there's something there. I don't know.” PB
The current navigation pattern lacks discoverability.
Implement global navigation to improve wayfinding and enable users to quickly switch between key sections without excessive swiping.
4 out of 5 users failed to complete the first task—making a contribution.
Users struggled to find the Contribution feature, indicating the need for clearer messaging and visibility of key actions.
Separate Asset Allocation and Contribution tasks onto distinct screens to reduce confusion, with clear navigation guiding users through each step.
design.
DESIGN INFORMED BY USABILITY FINDINGS
Because the Client was quite lean, the Lead Designer immediately addressed critical issues (priority 0).
Based on the finding that users like precision when handling money.
Based on the finding that users struggled to find the Contribution feature.
ADDITIONAL DESIGN RECOMMENDATIONS
Though out of project scope, I went the extra mile, recommending alternatives for other key screens and components.
I chose to provide 3 alternative design for a few P1-ranked issues.
A few alternative designs that I explored for the cards on the Goals Overview screen.
impact.
IMPACT ON PRODUCT
We delivered a report and product punch list that prioritized issues (P0-P3) via Productboard. It determined the product roadmap in advance of beta launch.
Report readout with Enrich
In June 2025, when our team re-engaged with Enrich for another project, the additional design recommendations had been developed in the beta version.
reflections.
INFORMED DESIGN
Research and design don’t have to be as siloed as the industry makes it out to be.
Our transparency and invitation for cross-functional collaboration made a great impression on the client. The tight feedback loop between research and design led to sharpening the MVP and clearer product principles. This project reinforced for me that good design doesn’t just start with research; it stays connected to it every step of the way.
RECRUITING CHALLENGES
The target users are a niche group that's not easily accessible through conventional research channels.
The response rate was modest, and scheduling sessions required persistence and flexibility. Early on, we were transparent about the challenges. We aligned with the client by emphasizing that usability goals focused on universal ease of use, which would still yield valid insights regardless of minor differences in financial profile. As a result, we could expand our criteria to include participants with $750-999K in liquid asset—not quite HNWIs.
WORKSHOP REVIEW
“I would rate this workshop a 10! You did a great job of setting up a framework and guiding us through it at the start. Each section was given an appropriate time to complete, and we were able to have some discussion as we were moving the post-it’s around. The last step when we were categorizing will be super valuable for our team, and you all had great ideas for categories where we could group the items. All in all, this was a great use of my time - looking forward to the results! Thank you! 😊 “
— Enrich Lead Designer