Waterfield Digital

Industry
Finance

Scope
User Research
User Journey Mapping
Information Architecture
Engagement Strategy
UX and UI Design
Prototyping & Usability Testing
System Design

Empowering clients with clarity, access and command over their own wealth through a realtime digital platform. Waterfield has set the benchmark with a leading-edge engagement model in the realm of financial advisory.

Linking Data with the purpose

Waterfield Advisors, India's leading advisory-only Multi-Family Office partnered up with Leaf Design to optimise their brand for a digital future and to develop the brand perception and build trust. They were quick to observe a gap in client engagement. Relationship Managers needed a better system to control everyday calls about minute queries and real-time updates.

The firm provided valuable reports and insights, but they were overwhelming and time consuming for the clients to track. With a client-first perspective, the aim was to enable clients to access and command their wealth while saving time and effort.

Bridging wealth beyond money

We looked at their concern with an holistic lens, in order to bridge the breadth of advisory solutions in one place that they can monitor, manage and act upon in real time.

We created a digital ecosystem for Waterfield through the user's standpoint, that simplifies and unifies every aspect of wealth management for their clients. This open and accessible system is guarded with the highest of security and privacy standards, staying true to the brand's spirit of 'Insights with Integrity'.

Building a secure digital
ecosystem, for clients
seeking the luxury of time
and effort

Aim & Objective

Engaging clients with a real-time digital ecosystem

Waterfield collaborated with us to build an application that simplifies and unifies every aspect of wealth management for their clients.

We created the Waterfield App from the user's standpoint, for it to look and behave like modern tech assistance tools. One can have a quick overview of the portfolio or a granular review of each detail within a few taps. Visual and interactive design enables accessibility, understanding, and management of complex financial data, helping with informed, real-time decisions. The highest security and privacy standards guard this open-access system, reflecting on the brand's spirit of 'Insights with Integrity'.

Developing CX Strategy

Curating an holistic customer experience

Waterfield, a client-focused advisory with high stakes, strives for a premium experience at every customer touchpoint. After understanding the client's needs, journeys, and relationships with RMs, we mapped a customer journey, helping us to create a holistic experience.

Understanding a digital ecosystem was important to establish Waterfield as the best possible solution for the client, building trust and brand credibility.

Content Strategy

Strategic content curation for better engagement

We bridged the user and business goals using objectives and relatable quality content, from UX perspective. The three principle engagement methods identified are - user's portfolio management, the discovery of industry insights and the connection with RMs. The content strategy hence aims for consistency in design, helping users to grab the brand voice and boost interaction.

A realtime digital ecosystem

Breadth of advisory solutions, at your fingertips

The Waterfield product application bridges the gap between Waterfield and its clients by empowering them with investment performance data. We built an engagement channel optimised for the digital future.

A highly visual and interactive design helps to understand, manage and access complex financial data, helping with informed, real-time decisions. The app also enables relationship managers to work and communicate by systematic data gathering. We created an accessible, seamless and holistic experience that was premium and modern, capturing the Waterfield spirit of 'Insights with Integrity'.

Portfolio

Modernising the way to manage, assess and understand wealth, this application simplifies and unifies every aspect of wealth management for clients. One can have a quick overview of the portfolio or a granular review of each detail within a few taps. Data visualisation turns complex data into consistent functions, allowing users to interpret easily.

The Bridge

The Waterfield App strategically employs technology to remove silos in client-provider interactions, bridging existing communication gaps. This allows direct interaction between clients and relationship managers, recreating the personalised experience. Moreover, nothing strengthens trust more than having consumer queries addressed and resolved instantly.