Atrium is a platform under Azalea,Temasek, which allows accredited investors to co-invest with Azalea to enjoy privilege access to quality private equity funds globally.
In this project, we were engaged to build a platform with two different portals, for both the admin and investors.The bulk of the design work was focused on building a seamless sign up experience for investors. We were focused on making the user experience of a traditional and tedious method of onboarding more efficient.
THE UIUX BRIEF
The USP of the platform was based on how easily investors could onboard on to the platform.We had to craft and simplify the sign up journey that includes a considerable amount of compliance processes would have to abide by in order to begin investing. The core functionality of this project are split to two different sections: the admin and investor portal. Admins need to be able to add new teaser funds, review KYC and AI documents submitted, and check balances and invoices. While the core functionalities of investors are that they need to be able to view new fund teaser pages, view investment portfolio and view datarooms.
Overwhelming amount of compliant documents required.
Condensing the user journey for them to unlock the basic fund information
Senior UIUX Designer
3-4 months ( Excluding Development )
We had many discussions with azalea to create a foundation information architecture of the project and the third party solutions we had to include in our flow.
We bashed out high-fidelity wireframes onto all the require responsive sizes to communicate the user journey for all three of the personas and highlighted what elements needed to be changed according to the different devices sizes
We went on ahead to create a proof of concept especially for something as complex as the investor onboarding process to simulate the solution.
We started with creating a design system which aligns with the company's branding guidelines and creating moodboards to include unique UI elements onto this platform.
Build high-fidelity prototypes to simulate actual product and prove interactions before diving to development
We created design systems for all the components that were constantly reused in the project and included all source zeplin links according to the sitemaps for easy reference.
Digitizing KYC and investor documents
Fund Manager User Journey
Investor User Journey A
Investor User Journey B
This is where we create sitemaps and brainstorm the connection focusing on the main categories
We sketch up some ideas addressing the onboarding process. First we do a sketch of ideas on mobile. The basic information layout of the mobile phone.
Addressing the side navigation menu. Ideas on visual feedback as you complete the wizard form.
Initial Idea 1
Sketch layout of cards.
Below are the final production wireframes for the project. (In some projects I cannot showcase all of them due to confidentiality issue).
Overall, I was pretty satisfied throughout the design and development process of this project. The sign up experience is very intuitive and hopefully the whole experience translates into a very useful platform when it comes to digitizing the investor onboarding process.
The ending product was a success. The design resonates the corporate branding identity and is fully compliant with all the sign up legal requirements. I enjoyed my time working with Azalea and look forward to working together on any future projects again.