Product design activity for a wealth management platform for corporates & HNI's

  • finance
  • Brand Identity, Landing Page, Web App
  • 16 Weeks
  • INDIA

CorpCare is India’s first all-in-one corporate treasury & multi-family office platform.

They offer a single window solution for corporates, family offices, and HNIs.

Some of their services include Wealth Management, Treasury Solutions, AIF/PMS, Bonds Platform, Lending Solutions, Real Estate Planning, etc.

Project Scope

We were approached by the CorpCare team for a long-term engagement activity to build a robust wealth management portal for corporates & HNI. The project scope included a corporate app, individual app, admin app, relationship manager app, and product analyst app.

Apart from UX research & UI/UX design activity for the portal, we were also hired for the branding and landing page design & development activity.

As the project is under NDA, we will only be sharing publicly available information here. For more reach out to our sales team.

Goals

→  Building Mutual Funds purchase journey
→  Design with a premium & professional look
→  Design system & components were must
→  Planning UX as per available APIs
→  Segregating app as per team hierarchy
→  Building KYC & CAN validation flow

Challenges

→  Understanding the APIs of Vendors
→  No direct competitor app is available
→  Brainstorming multiple cart features
→  Different colors for graphs (Non-brand colors)
→  Handling 250+ screens in Figma

Outcomes

The hard work paid off. In the promised timeline, our team was able to deliver all the applications with perfection.

The entire CorpCare team was happy with the work.

The entire UX strategy (which took multiple workshops) turned out well. We worked in LFD and MFD with several iterations before working on the HFD.

The entire project took 16 weeks to complete from the discovery session to the design handoff.

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Styleguides

Based on our discovery session with the CorpCare team, we managed to come up with three different style guides and we went through several iterations.

Everyone liked the gold and white theme with an accent of black but the graphs were the problem. After multiple iterations, we finalize a few colors for the graph.

Style Guide CorpCare

Following are the attributes for the selected style guide:

1. Black & gold for a premium look
2. Proxima Nova as modern clean fonts
3. Images with deep value and meaning
4. Graphs & charts as decorative elements
5. Use of corners for a bold & classy look

Logo Design

We tried so many concepts for the icon mark but nothing worked out.

Finally, we planned only to have a wordmark.

corpcare logo design

The final wordmark was made using Proxima Nova font with both the ‘C’ being capital in the word ‘CorpCare and with no gaps in between.

Collaterals

Apart from the logo, the client required us to design physical and digital collaterals.

This includes cover images, visiting cards, newsletter, etc.

Corpcare- Collaterals
Corpcare social media one
Corpcare social media three
Rojgary social media one
UX Design

Based on the approved sitemap, we were supposed to build the UX for 42 mobile app screens.

This took a while as most of the elements were fetched via Vendor API.

The app was designed similar to a super app that comprised many products starting from car service to car rescue (the inspiration was the Uber App).

corpcare- Ux design- 1

The entire activity was divided into two phases i.e. LFD & MFD. After a couple of feedback rounds, all the screen UX was finalized by the CorpCare team.

Another small addition to the UX was a marketing pop-up to collect leads, but without disturbing user focus yet convincing enough to get the mail ids.

corpcare- Ux design- 2
corpcare- Ux design- 3
corpcare- Ux design- 4

Finally, we went ahead with the HFD.

UI Design

Lastly, in the design phase, we were supposed to build high-fidelity designs with interactive prototypes for both desktop & mobile devices.

As per the client's request, we went ahead with the mobile-first approach.

The UX or mid-fidelity screens were combined with the approved style guide with a proper design system in place.

CorpCare 1
CorpCare 2
CorpCare 3
CorpCare 4

We faced multiple challenges with premium images and light gold design but somehow our designers found the sweet spot and made it work.

Again, the best was simplicity in design that made the entire website easy to use & understand.

The outcome was loved by the client. Finally, the design handoff was done to the development team.

corpcare- Ui design - 1
corpcare- Ui design - 2
corpcare- Ui design - 3
corpcare- Ui design - 4
corpcare- Ui design - 5

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