Jarden (formerly FNZC) leads the pack when it comes to private wealth management in New Zealand. For four and a half years I worked as their Digital Design Lead to help bring their industry leading software to life.
OneView: CRM meets wealth management
At the beginning of my tenure at FNZC I worked as part of a small agile team, continuing the growth of a newly developed application for wealth advisers called OneView. It was set to become an all-in-one tool for managing client relationships and portfolios, as well as keeping advisers compliant in a strictly regulated industry. All packaged in a vibrant, easy to use interface.
Problems and opportunities
We built OneView and it's suite of features in response to ever-evolving business problems:
- Client related details were originally scattered across multiple systems (including paper). OneView addressed this by providing a single pane for client details, communication, portfolio information, and documents.
- Constant tightening of industry regulations meant more and more compliance related tasks lumped on wealth advisers and compliance officers. OneView pivoted to become a compliance tool, with portfolio breach management and advice recording.
- Manual portfolio reporting for individual accounts was costing advisers and desk assistants a massive portion of their time each month. We digitalised the process within OneView, not only slashing the time spent on producing the reports, but also creating a beautiful offering for the client.
Eager uptake
In my time at FNZC OneView grew from a few users into one of the core business tools used by everyone across the wealth division. This included wealth advisers, desk assistants, compliance officers, and research publishers.
myFNZC: A concise view for clients
To complement their internal software FNZC needed a fresh client-facing offering. From conception to release I helped create myFNZC, which enables users to easily access their portfolio, transactions, documents, and financial research.
My role
In the beginning I worked across the entire design cycle including user research, ideation, prototyping, UI design, user testing, and HTML/CSS implementation.
As uptake of the product grew, so did our team numbers. I remained hands-on with early stage UX but subsequently took on a design management and mentoring role for the UI. This involved being across multiple development streams, out of which came a client-facing mobile app, streamlined portfolio reporting, and other invaluable business tools.
It was during my time at FNZC that I really learnt the importance of team cohesion and the value of constant user involvement.