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Simplified wealth management transactions

Jun 09 - Mar 10


Making complex transactions simple...and building a pattern library

The challenge was to translate paper-based forms into interactive and usable forms aimed for different user groups - customers, advisers and relationship managers - with different needs and behaviours. 

We designed all online transactions with a human-centred approach - prototyping and testing early over design sprints. We designed modular elements/functions and reused them across multiple transaction designs.  

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Switch Investment Allocation

Portfolio dashboard where all transactions start from


We completed extensive research with six different user groups to develop personas, task models and scenarios for each group. Guided by this research, we produced a high-level concept and detailed design solutions for each transactional process, followed by several prototypes to test with different user groups.


Over 6 design sprints, we created 6 interactive prototypes to test with users - change of address, personal details, partial and full switch of investments in portfolios. Most transactions have been deployed and now being used every day. We have also produced automated Flash prototypes of the new transactions for internal training sessions.

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Switch investments in my portfolio

Switch investments in portfolio​

Pattern library

Followed by the transaction design we designed a pattern library of transactional form elements.  The pattern library was on a Wiki platform to communicate and standardise the online templates, interactional elements and behaviours along with a style guide. This helped MLC to evolve the design and re-use of components in the overall architecture of the interactive system designs.

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Design Patterns 


  • User Research with six different user groups 

  • Develop Personas, 

  • Develop Task Models and Scenarios

  • High Level Concept 

  • Detailed Design Solutions 

  • 6 interactive Flash Prototypes 

  • User testing with different User Groups for each transactional process.