MY ROLE

Product Designer — Design System, Information Architecture, Prototyping, Content Design, UX Research

THE TEAM

Team of 4 interns
PM: Yuna Kim
Backend Developer: Jeseong Lee
Frontend Developer: Joh Minjae
Product Designer: Hannah Park
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Our team met with 3x a week with the wealth management team at Hanhwa to get valuable feedback.

TIMELINE

December 2023 - May 2024.
MVP hand-off to Hanhwa team

OVERVIEW

This exploration project aimed to develop a platform for Hanwha Investments, tailored to the evolving needs of wealth managers and their clients. Our focus was to facilitate seamless client acquisition and management, specifically targeting the "newly rich" demographic, such as influencers, whose needs differ from traditional high-net-worth individuals.

Key features of the platform included an onboarding process designed to help clients find the perfect wealth manager for their unique requirements, and management tools that enhanced the capabilities of wealth managers to efficiently manage their client portfolios. We prioritized a user-centric design to cater to the distinct preferences and behaviors of newly wealthy clients.

The project culminated in the successful handoff of the MVP to Hanwha’s company team in May 2023.