DBS Wealth
As the UX designer for DBS Wealth’s RM Mobility tool, I worked to radically improve efficiency for Relationship Managers. By shadowing RMs to deeply understand their workflow and collaborating closely with the tech team to address constraints, we designed a solution that saves time exponentially and streamlines daily tasks. This project demonstrates how user-centered design and hands-on research can transform internal tools for real business impact.
Year
2016
DELIVERABLES
User research
User Experience Design
Role
UX Designer
AGency
Palo It
Research insight
Too Many Tools, Too Little Time
Our research revealed that Relationship Managers had to juggle multiple tools just to prepare for a single client meeting. This fragmented workflow wasted valuable time and made it harder to deliver a seamless client experience. These findings shaped our focus on streamlining and unifying their daily tasks.
