The Digital Finance Experience Company

New Wealth Experience Lab

New Wealth X Lab has been built for financial services executives eager to bridge the gap from slides to reality. We combine our knowledge of emerging ASEAN financial markets across retail, affluent and HNWIs segments, together with our sharp expertise on the latest innovations in 'design for financial services'.

Through advanced prototyping tools and extensive User Testing sessions, our multi-disciplinary team delivers tangible outputs to assist your organization in choosing and implementing the most suitable solutions from design, compliance, functional and technical perspectives.

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CX for Omni-Banking and Digital Asset Management

Sample objectives

  • Pilot a new wealth or financial service for retail and affluent customers

  • Validate a Hi-Fidelity Prototype or a Minimum Viable Product (MVP) to have a fact-based decision-making basis for further action

Assignment

Innovate and differentiate from existing services by following this design-driven approach: EMPATHISE > DEFINE > IDEATE > PROTOTYPE > TEST

Typical duration: 4 to 8 weeks

Outcome

  • Alignment of all stakeholders

  • Shorten time-to-market and lower project risk

  • Tangible BRD and efficient mobilisation of project resources


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CX for Private Banking & HNWIs

Sample objectives

  • Human and machine combination is the winning value proposition for PB/HNWIs

  • Blending personalization, convenience, instant access to information, portfolios, insights, self-service tools, real-time feed, and networking with other clients

  • Making advisers’ interactions with clients more effective with the support of digital tools

Assignment

Design sprints & Prototyping assignments

Typical duration: from 2 to 8 weeks

Outcome

  • Alignment of all stakeholders

  • Shorten time-to-market and lower project risk

  • Tangible BRD and efficient mobilisation of project resources


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Conversational Experience for Insurance

Sample objectives

  • Validate the use of Conversation User Experience (i.e. like chatbot) for the marketing, personalized illustration and advisory of Insurance products

  • Leverage Conversation UX for an optimized client experience during sales, cross-sales and Client on-Boarding

Assignment

Innovate and differentiate from existing services by following this design-driven approach: EMPATHISE > DEFINE > IDEATE > PROTOTYPE > TEST

Typical duration: 4 to 8 weeks

Outcome

  • Alignment of all stakeholders

  • Shorten time-to-market and lower project risk

  • Tangible BRD and efficient mobilisation of project resources