Digitizing Wealth Management: Building Products & Systems for Zugerberg Finanz

Digitizing Wealth Management: Building Products & Systems for Zugerberg Finanz

Digitizing Wealth Management: Building Products & Systems for Zugerberg Finanz

Date

Date

Date

2024 - Present

2024 - Present

2024 - Present

Service

Service

Service

Product Design, Design System

Product Design, Design System

Product Design, Design System

Client

Client

Client

Zugerberg Finanz

Zugerberg Finanz

Zugerberg Finanz

Introduction

Zugerberg Finanz is a Swiss asset management company with high-net-worth individuals, advisors, and institutional partners. Historically reliant on manual processes and in-person service, ZF aimed to digitalize its entire operation, including internal admin tools, business platforms for advisors, and a mobile app for clients.

My Role

I joined the team as the a product designer and was involved across the full product ecosystem: designing new modules, evolving existing ones, and ensuring consistency through a scalable design system.

Key responsibilities

  • UX/UI design for all major flows and dashboards

  • Deep collaboration with PMs, developers, and legal/compliance

  • Prototyping flows, edge cases, responsive designs

  • Design documentation and developer handoff

  • Full ownership of the ZF Design System

More projects

Got an idea? Let’s talk!

I’d love to hear about your project.

E-mail

nikmargetic.ux@gmail.com

Phone

(+381) 63-1451545

Got an idea? Let’s talk!

I’d love to hear about your project.

E-mail

nikmargetic.ux@gmail.com

Phone

(+381) 63-1451545

Got an idea? Let’s talk!

I’d love to hear about your project.

E-mail

nikmargetic.ux@gmail.com

Phone

(+381) 63-1451545

© 2025 Nikola Margetic. All rights reserved.

© 2025 Nikola Margetic. All rights reserved.

© 2025 Nikola Margetic. All rights reserved.