FCMB · UX & Mobile Design
Tracking shares & enhancing share cross-selling
Wealth
Dashboard
FCMB · UX & Mobile Design
Tracking shares & enhancing share cross-selling
Wealth
Dashboard
Client
First City Monument Bank - FCMB
Role
User flow, UX Strategy & UI design
Timeline
5 weeks
Platform
Mobile Application
Overview
The wealth dashboard is a feature on the FCMB mobile app and internet banking.
This dashboard displays customers’ holdings across the Group on a single dashboard via a summary page and provides a more detailed view per entity.
PROBLEM
Currently, FCMB customers with investments across different FCMB Group subsidiaries can't see all their holdings in one place.
PROBLEM IMPACT —
Customers have to switch between various web applications and call relationship managers to get a complete view. Ultimately wasting productivity time.
The objective
This project aims to provide a unified dashboard where customers can view all their FCMB Group holdings in one location.
Enabling customers view their holdings within the group from a single dashboard
Enabling the Group to track customers holdings within the Group
Enabling cross-selling of products within the Group
THE SOLUTION
The wealth dashboard picks information it displays from a middleware which serves as a source of truth.
It aggregates customer information from two (2) database and matches them against the bank’s database and only displays for customers that have appropriate matches.
Conceptual Schema
SOLUTION impact —
Strategic
Business
Driver
Improve user experience for the Group’s customers
Enable the Group deepen the its share of customers wallets by cross-selling
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All users were invited for the interview but they were mostly not forth-coming and our closest guess was due to the dispersed timezone.
We gave out gift cards to participants as a way to express gratitude for making time to interview and share their thoughts.
Built by me with 🥤 & 🍔
© 2025, Okei Joseph
Built by me with 🥤 & 🍔
© 2025, Okei Joseph
Try on the FCMB mobile app.
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FCMB · UX & Mobile Design
FCMB · UX & Mobile Design
Wealth
Dashboard
Wealth
Dashboard
Tracking shares & enhancing
share cross-selling
Tracking shares & enhancing
share cross-selling
Owner
First City Monument Bank - FCMB
Role
User flow, UX Strategy & UI design
Timeline
5 weeks
Platform
Mobile Application
Overview
The wealth dashboard is a feature on the FCMB mobile app and internet banking.
This dashboard displays customers’ holdings across the Group on a single dashboard via a summary page and provides a more detailed view per entity.
PROBLEM
Currently, FCMB customers with investments across the different FCMB Group subsidiaries can't see all their holdings in one place.
PROBLEM IMPACT —
Customers have to switch between various web applications and call relationship managers to get a complete view, ultimately wasting productivity time
The objective
This project aims to provide a unified dashboard where customers can view all their FCMB Group holdings in one location.
Enabling customers view their holdings within the group from a single dashboard
Enabling cross-selling of products within the Group
Enabling the Group to track customers holdings within the Group
The SOLUTION
The wealth dashboard picks information it displays from a middleware which serves as a source of truth.
It aggregates customer information from two (2) database and matches them against the bank’s database and only displays for customers that have appropriate matches.
Conceptual Schema
SOLUTION impact —
Strategic
Business
Driver
Strategic
Business
Driver
Improve user experience for the Group’s customers
Enable the Group deepen the share of customers wallets by cross-selling
After implementation, we had All users were invited for the interview but they were mostly not forth-coming and our closest guess was due to the dispersed timezone.
We gave out gift cards to participants as a way to express gratitude for making time to interview and share their thoughts.
Try the FCMB mobile app.
Try the FCMB mobile app.
View more project
IGNTD · User Experience Redesign
Increasing Users Engagement & Retention through UX Redesign and Gamification
VizyPay · UX Strategy & Redesign
Boosting Users satisfaction & Conversion through user experience redesign
Biz Hive · User Interface & Experience Design
Digitalising Onboarding and Account Mandating for Business Bankers
more projects completed on behance
Do you have a question, an idea, or a project you need my help on?
Built by me with 🥤 & 🍔
© 2025, Okei Joseph
Do you have a question, an idea, or a project you need my help on?
Built by me with 🥤 & 🍔
© 2025, Okei Joseph
Do you have a question, an idea, or a project you need my help on?
Built by me with 🥤 & 🍔
© 2025, Okei Joseph