Wealth
Wealth
Dashboard
Dashboard
Platform
Platform:
Mobile Application
Mobile Application
Target audience
Target audience:
Personal and Cooperate Asset Managers
Personal and Cooperate Asset Managers
Sector
Sector:
Business Banking
Business Banking
Role
Role:
User flow, UX Strategy & UI design
User flow, UX Strategy & UI design
Overview
Overview
Overview
Wealth
Dashboard
Wealth
Dashboard
Wealth
Dashboard
Displays customers’ holdings across the Group on a
single dashboard via a summary page and provides a
more detailed view per entity.
Displays customers’ holdings across the Group on a single dashboard via a summary page and provides a more detailed view per entity.
The wealth dashboard is a feature on the FCMB mobile app and internet banking.
The wealth dashboard is a feature on the FCMB mobile app and internet banking.
PROBLEM
PROBLEM
PROBLEM
Currently, FCMB customers with investments across the different FCMB Group subsidiaries can't see all their holdings in one place.
Currently, FCMB customers with investments across the different FCMB Group subsidiaries can't see all their holdings in one place.
Currently, FCMB customers with investments across the different FCMB Group subsidiaries can't see all their holdings in one place.
PROBLEM IMPACT —
PROBLEM IMPACT —
PROBLEM IMPACT —
Customers have to switch between various web applications and call relationship managers to get a complete view, ultimately wasting productivity time.
Customers have to switch between various web applications and call relationship managers to get a complete view, ultimately wasting productivity time.
Customers have to switch between various web applications and call relationship managers to get a complete view, ultimately wasting productivity time.
The objective
The objective
The objective
Provide a unified view for assets across FCMB Group holdings.
Provide a unified view for assets across FCMB Group holdings.
Provide a unified view for assets across FCMB Group holdings.
Enabling customers view their holdings within the group from a single dashboard
Enabling customers view their holdings within the group from a single dashboard
Enabling cross-selling of products within the Group
Enabling cross-selling of products within the Group
Enabling the Group to track customers holdings within the Group
Enabling the Group to track customers holdings within the Group
The SOLUTION
The SOLUTION
From the middleware (source of truth) to the wealth dashboard.
From the middleware (source of truth) to the wealth dashboard.
From the middleware (source of truth) to the wealth dashboard.
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.
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.
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
Conceptual Schema
SOLUTION impact —
SOLUTION impact —
Strategic
Business
Driver
Strategic
Business
Driver
Strategic
Business
Driver
Improved user experience for the Group’s customers
Improved user experience for the Group’s customers
Enable the Group deepen the share of customers wallets by cross-selling
Enable the Group deepen the share of customers wallets by cross-selling
Try the FCMB mobile app.
Try the FCMB mobile app.
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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
Built by me with 🥤 & 🍔
© 2025, Okei Joseph