Zugerberg Finanz is a Swiss wealth management company. The project involved designing internal web tools, digitalizing contract and account opening workflows, and creating a client-facing mobile app for portfolio monitoring.

Overview

Context & Scope

Redesign

Outcome & Learnings

Key Takeaways

Overview

Zugerberg Finanz is a Swiss wealth management company based in Zug. As part of an ongoing digital initiative, the company is developing a unified digital ecosystem that supports internal operations while also improving the client experience.

Working as a UX/UI Designer at Novi Digital, I collaborated closely with Zugerberg Finanz employees and engineers, contributing to multiple products in parallel across web and mobile platforms.

Context & Scope

The project spans several interconnected products, each serving a different audience but sharing the same underlying data, rules, and constraints.

The scope includes:

Internal web tools used daily by administrators and financial advisors
A fully digital contract and account opening process
A mobile application for clients to monitor their investment portfolios

All solutions needed to balance usability with regulatory requirements, data accuracy, and long-term scalability.

The Challenge

Designing for wealth management introduces a distinct set of challenges:

Multiple user roles with very different goals and responsibilities
Complex financial and legal workflows that must be precise and transparent
High data density and long-term, repetitive usage patterns
The need for consistency across products evolving in parallel

The challenge was not only to design individual screens, but to create a coherent system that could scale as the platform grows.

My Role

I worked end-to-end across the product ecosystem, from early structure and UX decisions to detailed UI design.

My responsibilities included:

Designing internal web tools for admins and advisors
Structuring workflows for client and contract management
Designing a fully digital contract and account opening experience
Designing a client-facing mobile app for portfolio monitoring
Creating and maintaining a shared design system
Collaborating directly with stakeholders and developers

Internal Web Platform (Connect)

The internal platform supports operational work such as client management, account and contract handling, and task management.

Design focus areas included:

Clear information architecture for data-heavy interfaces
Efficient navigation and filtering for daily use
Consistent patterns across admin and advisor views
Readability and hierarchy in tables, forms, and detail views

The goal was to enable users to work confidently and efficiently with sensitive financial data.

Digital Contract & Account Opening

A central part of the project was the digitalization of the contract and account opening process.

Previously handled through paper documents and mail, the process was redesigned as a fully digital flow that guides users step by step while meeting regulatory and compliance requirements.

Key considerations:

Breaking long and complex forms into manageable steps
Clear guidance, validation, and error handling
Designing for trust in a high-stakes financial context
Supporting edge cases and compliance-driven logic

This flow represents a significant shift toward a digital-first onboarding experience.

Client Mobile App

Alongside the internal tools, I designed a mobile application that allows clients to monitor their portfolios and stay informed about their investments.

The mobile experience focuses on:

Clear presentation of financial data
Visual hierarchy and readability
Calm, professional, and trustworthy UI
Consistency with internal tools and brand standards

The result is a client-facing product that prioritizes clarity over complexity.

Design System

With multiple products evolving simultaneously, a shared design foundation was essential.

I created and maintained a scalable design system used across web and mobile platforms.

The design system includes:

Design tokens for color, typography, and spacing
Reusable components for forms, tables, modals, alerts, and navigation
Standardized interaction patterns and states (loading, empty, error, success)
Shared UX patterns for complex financial workflows

This system improves consistency, accelerates design and development, and supports long-term scalability.

Constraints

Design decisions were shaped by real-world constraints:

Regulatory and compliance requirements
Existing backend structures and data models
Parallel development of multiple products
Close collaboration with stakeholders and engineers

Balancing usability, accuracy, and feasibility was a constant part of the process.

Outcome

The work contributed to:

A fully digital contract and account opening experience
Consistent UX across internal and client-facing products
Improved clarity in complex, data-heavy workflows
A scalable design foundation supporting ongoing development

Reflection

This project strengthened my ability to design complex systems, collaborate closely with stakeholders, and build long-term UX foundations within a regulated financial environment.