research-driven design for a wealth management tool.
ROLE
UX Designer
SKILLS
Workshop moderation
Stakeholder mgmt.
Usability research
DURATION
3 months
Jan - Mar 2025
TEAM
UpperStudio (2 Designers, 2 Researchers)
CONTEXT
Enrich is a DIY software solution that executes a financial advisor’s role in an approachable, uncomplicated manner for a low annual subscription. This project was a paid contract between Enrich and UpperStudio, a product design agency I co-founded with peers.
CLIENT
Enrich
overview.
WHAT ENRICH NEEDED
Enrich had designed a mid-fi prototype but needed concept testing, as well as feedback about ease of use to inform rapid iterations.
WHAT WE DID
An early usability study that simultaneously gathered concept feedback and actionable design recommendations across 5 key task flows
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
KEY DELIVERABLES
A comprehensive report of findings alongside key artifacts
Design changes based on my recommendations and usability testing results
Update: Enrich implemented components of my design in the first launch of the mobile app (Beta 1) in late June 2025.


IMPACT ON PRODUCT
The report yielded insights that determined the trajectory of the company’s work for the next month.
The beta version of the app is expected to launch 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.
Enrich re-engaged with us to work on Beta 2 in June 2025.
research.
OBJECTIVES

Concept Testing

User Experience

Look & Feel
HEURISTIC EVALUATION
Knowing that the participant pool is a valuable resource, we first conducted a heuristic evaluation.
This identified common low-hanging fruit. Using Nielsen Norman’s 10 Usability Heuristics, we examined the mock-ups and found the following issues, each of which were tied to a key user task and flagged by severity and violated heuristic.
Enrich's Designer returned with mocks that addressed the issues that we found:
PARTICIPANT RECRUITMENT
Recruitment methods included targeted outreach, cold outreach, convenience sampling, and snowball sampling.
Qualifying criteria
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
Screener
Profiling Survey
Usability Sessions
MEASURES
Task completion/success
Qualitative feedback via Think-Aloud protocol
System Usability Scale (SUS) survey
Product Market Fit (PMF) survey
METHODOLOGY
Each remote session included 1 Moderator, 1 Note-taker, and 1 System Manager (oversee the prototype)
60-minute Moderated Usability Study
Complete SUS + PMF Surveys after the moderated portion
iOS mobile prototype shown on desktop
After receiving mockups from the client, I prototyped the key task flows used in usability 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, 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.
INSIGHT
Users like precision when handling money.
“I would absolutely not use this (contribution amount) slider.” - PA
DESIGN RECOMMENDATION
Enable text entry input anytime users are working with shares, contributions, and target goals. Reserve sliders for interactions requiring approximate rather than precise values.
The current navigation pattern lacks discoverability.
“I guess I would swipe to the right and hope that there's something there. I don't know.” - PB
Implement global navigation to improve wayfinding and enable users to quickly switch between key sections without excessive swiping.
Users struggled to find the Contribution feature, indicating the need for clearer messaging and visibility of key actions.
4 out of 5 users failed to complete the first task—making a contribution.
Separate Asset Allocation and Contribution tasks onto distinct screens to reduce confusion, with clear navigation guiding users through each step.
impact.
IMPACT ON DESIGN
Key design changes were implemented.

Based on the finding that users like precision when handling money.

Based on the finding that users struggled to find the Contribution feature.
IMPACT ON PRODUCT
The report yielded insights that determined the product roadmap in advance of beta launch.
Report readout with Enrich
next steps.
ADDITIONAL DESIGN RECOMMENDATIONS
I went the extra mile to identify areas of further improvement. Though out of project scope, I recommended redesigns of other key screens to the client for future implementation.
Client's navigation pattern lacked discoverability.
Client's goal cards didn't meet the informational expectations of users.
UPDATE: DESIGNS IMPLEMENTED
The Client implemented components of my design in the first launch of the mobile app (Beta 1) in late June 2025.
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.
Incentives, unless substantial, wouldn't be effective with this demographic. Moreover, working with a pre-seed startup meant that resources for incentives were limited. The response rate was modest, and scheduling sessions required persistence and flexibility. Early on, we were transparent about the potential hurdles and the implications for the timeline. Toward the end of recruitment, we expanded our criteria slightly to include participants just below the income threshold. 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.
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 Designer