Overview

The FINVIA Mobile App was created to offer FINVIA’s Ultra High Net Worth Individual (UHNWI) clients a sophisticated, mobile-first experience for managing their diverse assets. The app delivers comprehensive financial reporting, exclusive insights, and daily portfolio updates, all designed to meet the unique needs and expectations of a highly discerning clientele—anytime, anywhere.

The app reflects FINVIA’s dedication to innovation, personalization, and excellence in digital wealth management.

CLIENT

FINVIA

YEAR

2021-2024

ROLE

Senior Product Designer

Problem Statement

UHNWIs demand tailored, high-performing digital solutions that provide both convenience and depth. Traditional mobile financial tools often fall short of these expectations, lacking the sophistication and personalization this audience requires.

Project Goals:

Develop a feature-rich, elegant mobile platform designed specifically for UHNWIs.
Provide daily, real-time asset management insights across all asset classes.

Ensure a seamless, personalized, and secure user experience.
Maintain the highest standards of design, usability, and exclusivity.

Design Process

Research & Discovery

Extensive market research into the behaviors and expectations of UHNWIs revealed key priorities:

Demand for mobile solutions offering both comprehensiveness and simple.

Need for daily visibility into a wide range of asset classes.

High value placed on privacy, security, and a luxury-grade digital experience.

These insights informed every decision around the app’s feature set and design language.

Ideation & Strategy

The strategic focus centered on:

Delivering real-time financial management with a premium user experience.
Offering exclusive financial content and personalized insights tailored to each client’s portfolio.
Creating a flexible and intuitive app interface suitable for the fast-paced, global lifestyles of UHNWIs.

The primary persona guiding the design:

Busy Professionals

UHNWIs seeking quick, intuitive access to manage diverse investments and exclusive financial content efficiently.

Key Features Designed

Account Management Tools
Secure, seamless access to manage profiles and accounts directly from the app.
Exclusive Financial Content Access
‍Curated financial information tailored to UHNWI interests and needs.
Personalized Portfolio Insights
‍Real-time asset management across all asset classes with daily updates.

High-fidelity prototypes were created with a strong focus on visual clarity, navigation ease, and maintaining an understated yet luxurious aesthetic.

Testing & Iteration

Throughout the development cycle:

Iterations refined the dashboard experience, making critical financial data easy to digest at a glance.
Usability testing with key client representatives and internal advisors ensured an intuitive navigation structure.
Usability testing with key client representatives and internal advisors ensured an intuitive navigation structure.

Feedback loops remained constant to ensure the final product remained tightly aligned with user needs and expectations.

Results & Impact

The FINVIA Mobile App delivered measurable success both internally and among clients:

More users engaged weekly, reflecting strong adoption and satisfaction.

Increase in client interaction with their portfolios, driven by easy daily access to financial updates.

Highly positive feedback on the app’s design, personalization, and real-time financial insights.

Enhanced client loyalty, as the mobile experience strengthened clients' perceptions of FINVIA as a tech-forward, client-first Family Office.

Operational gains through reduced reliance on manual client updates, freeing advisors to focus on higher-value interactions.

By delivering on the unique needs of UHNWIs, the FINVIA Mobile App became a cornerstone of FINVIA’s modernized client experience strategy.

FINVIA Mobile App