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: 

Overall Navigation

Overall Navigation

Overall Navigation

Overall Navigation

Rebalancing Asset Allocation

Rebalancing Asset Allocation

Rebalancing Asset Allocation

Rebalancing Asset Allocation

Adding & Deleting What-If Scenarios

Adding & Deleting What-If Scenarios

Adding & Deleting What-If Scenarios

Adding & Deleting What-If Scenarios

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

  1. Task completion/success

  2. Qualitative feedback via Think-Aloud protocol

  3. System Usability Scale (SUS) survey

  4. 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.

INSIGHT

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

DESIGN RECOMMENDATION

Implement global navigation to improve wayfinding and enable users to quickly switch between key sections without excessive swiping.

INSIGHT

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.

DESIGN RECOMMENDATION

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