Monogram

A high net-worth financial management ecosystem

Outcomes

Brand Identity, UX/UI Design

Project story

For wealthy people, managing their money is more like overseeing a small business than managing a standard current account.

I led a team in creating a proposition, brand and experience that brings aspects of Private banking, Wealth management and lifestyle services together, connected by a suite of digital tools

Building a better banking structure

Private banking doesn’t need a better account, but a better structure. By bringing visibility and control to the things that matter the most - we save clients time and reduce their complexity.

We created structural smart accounts, to reflect client-assigned purposes across each area of their life and allowed a customer to create rules and customisable permissions, to control what others can see, do and spend.

Next-gen wealth management and financial concierge

We set out to arm advisors with the best digital tools and analytics to allow them to provide seamless andtimely assistance, building digitally-augmented financial advice team, that a customer had 24-hour access to.

Event-driven insights, highlight opportunities and threats since you last logged in and a specialist advice network is on-tap to help with financial topics like tax oralternate investing

Next-gen wealth management and financial concierge

We set out to arm advisors with the best digital tools and analytics to allow them to provide seamless andtimely assistance, building digitally-augmented financial advice team, that a customer had 24-hour access to.

Event-driven insights, highlight opportunities and threats since you last logged in and a specialist advice network is on-tap to help with financial topics like tax oralternate investing