A wealth management app designed for senior investors.
UI Design: Mobile App
UX Development: Smart IQ Forms Automation
An intuitive app for senior investors, offering clear portfolio insights, direct advisor access and trusted financial guidance, all through a calm, accessible interface.
Help elderly clients access their financial information independently through a clear, trustworthy digital interface.
UI Design: Mobile app interface, visual system, and
component library, including dashboards, news, and advisor contact,
with large typography and accessibility for senior users.
UX Development: Smart IQ onboarding forms with
adaptive logic and e-signature, designed to reduce friction and
ensure compliance.
Delivered a calm, easy-to-use experience that helped older clients manage their finances with confidence, reducing reliance on paper, phone calls or in-person visits.
Designed for clarity and trust, using large typography and high-contrast colours to support senior users.
Transformed traditional paper and PDF forms into intelligent digital forms using SmartIQ platform with conditional logic and e-signature integration.
Transformed traditional paper and PDF forms into intelligent digital forms using SmartIQ platform. Implemented conditional logic to create a conversational, interview-style experience.
Conditional logic adapts forms based on user responses, showing only relevant sections. Users skip irrelevant pages and complete forms faster. The interview-style flow provides step-by-step guidance with integrated legal e-signature for compliance.
Reduced form completion time by eliminating unnecessary fields, while ensuring full legal compliance through integrated e-signature verification.
*Internal tool — screenshots unavailable due to confidentiality
