Sasfin Wealth Investment Platform makes it easy for Sasfin clients to invest their on their own.
MY team was tasked with planning the uX and designing the UI.
MY team was tasked with planning the uX and designing the UI.
Sasfin’s Wealth team wanted to show the impact of various contributions and investment strategies to existing and prospective clients through an interactive tool with real data and allow customers to start investing with their chosen strategy right away.
Our team researched competitor retirement and investment calculators to see what worked and what didn’t and took into account Sasfin’s unique offerings to design the UX and UI for a bespoke online experience.
Being a page on the current Sasfin website, it was very important for us to follow the design language of the rest of the site. Since there is no UI kit, we recrafted it with some subtle enhancements that gave us more flexibility when designing these complex visual tools. We created a clickable prototype that went through usability testing within Sasfin to ensure great UX and once the prototype and designs were signed off, we handed over to the Sasfin development team to implement.