Omne by FWD · UX Designer
Feb - Oct 2023 Driving Financial Success by Boosting Investment Contributions
- Product Design
- Fintech
Empowering users to fast-track their financial success with valuable insights and control over their funds. This project reimagined how policyholders manage and grow their investment portfolios within Omne.
Investment portfolio journey — hero (coming soon)
Impact
19% increase in portfolio management — active users managing their investment policies within just one month.
Greater control for users
By giving users clearer insights and more control, the redesign has the potential to boost portfolio-management activity and drive long-term growth in policyholders.
Key screens for the investment portfolio journey (coming soon)
These key screens guide users through their investment portfolio journey — from understanding current value and returns to taking action on their funds.