UBS partnered with Deloitte Digital to build a new mobile app for their wealth management clients. I designed and shipped every feature that was included in the initial release.

UBS App Milestones

A key aspect of wealth management is planning and that requires consideration of one’s financial life in whole. To accomplish this, the app introduces new features focused on milestones, relationships, and interests. I worked through the different flows to make the app more personal including setting and tracking goals, adding significant individuals, and selecting interests to receive tailored content.