My Role
My Role
My Role
Lead Designer
Company
Company
Company
360 ONE Wealth
Timeline
Timeline
Timeline
4 Weeks
Year
Year
Year
2023
GENISIS
Setting the Scene
Setting the Scene
Setting the Scene
Joining the Team: When I joined 360 ONE Wealth as the sole UX designer within the Digital Team, I was tasked with managing the design for two client reporting platforms—Insights and Altiore. It was an exciting opportunity to establish a design ecosystem from scratch.
A Critical Challenge: Soon after onboarding, I observed a critical challenge: the platforms lacked visual and experiential coherence. This fragmented experience created inconsistencies for clients across touch points, diminishing the overall user experience.
Rebranding Opportunity: In late 2022, the firm underwent a significant rebranding exercise, transitioning from IIFL Wealth to 360 ONE Wealth, reflecting a holistic, client-first approach. This pivotal moment provided the perfect opportunity to realign the platforms with the new brand identity, creating a unified and impactful user experience.
Early Realisation
Discovering the Truth
Discovering the Truth
Discovering the Truth
As I began reviewing the platforms, I identified the following issues:
Visual Inconsistencies: The two platforms had drastically different color schemes, typography, and interface styles.
Disjointed User Journeys: Clients faced varied navigation patterns and interaction models, leading to confusion.
Missed Brand Alignment: Neither platform reflected the essence of the new brand identity—360 ONE Wealth—focused on client-centricity and holistic service.
After discussions with stakeholders, including the CMO and product managers,
It became clear that rebranding the platforms wasn’t just a cosmetic update; it was a chance to unify the design language and enhance user experience.
As I began reviewing the platforms, I identified the following issues:
Visual Inconsistencies: The two platforms had drastically different color schemes, typography, and interface styles.
Disjointed User Journeys: Clients faced varied navigation patterns and interaction models, leading to confusion.
Missed Brand Alignment: Neither platform reflected the essence of the new brand identity—360 ONE Wealth—focused on client-centricity and holistic service.
After discussions with stakeholders, including the CMO and product managers,
It became clear that rebranding the platforms wasn’t just a cosmetic update; it was a chance to unify the design language and enhance user experience.
As I began reviewing the platforms, I identified the following issues:
Visual Inconsistencies: The two platforms had drastically different color schemes, typography, and interface styles.
Disjointed User Journeys: Clients faced varied navigation patterns and interaction models, leading to confusion.
Missed Brand Alignment: Neither platform reflected the essence of the new brand identity—360 ONE Wealth—focused on client-centricity and holistic service.
After discussions with stakeholders, including the CMO and product managers,
It became clear that rebranding the platforms wasn’t just a cosmetic update; it was a chance to unify the design language and enhance user experience.
Aligning with stakeholders
Shaping the Experience
Shaping the Experience
Shaping the Experience
Brand Alignment Discussions: Collaborating with the CMO, I was granted flexibility in applying branding elements while adhering to updated guidelines. Multiple iterations and feedback rounds with stakeholders ensured alignment with the firm's new visual identity.
Phased Rebranding Execution
Insights Platform:
A fresh, cohesive design was finalized and launched in just two weeks.
The revamped platform received enthusiastic feedback from the CEO and stakeholders, leading to a successful client launch supported by email campaigns and a promotional video.
Altiore Platform:
Due to its complex user journeys, a phased rebranding approach was implemented over 90 days.
Collaborated with the front-end engineering team to address technical constraints and worked with a vendor partner to rebrand the mobile app and landing page.
Building the Team: Hiring Jai Wadhwani
As the rebranding efforts progressed, I recognized the need for additional support to execute pixel-perfect designs and improve efficiency. Collaborating with HR, I initiated the hiring process and reviewed over 450 applications.
After an extensive search, I discovered Jai Wadhwani, a candidate whose portfolio showcased creativity and a strong foundation in design principles. During the interview, Jai impressed me with his thoughtful approach and went above and beyond by delivering a dark mode version of his assignment—a feature not included in the brief.
Jai’s exceptional work ethic and skills made him an integral part of the team. His contributions to the ONE Design System elevated our design standards and streamlined execution.
Brand Alignment Discussions: Collaborating with the CMO, I was granted flexibility in applying branding elements while adhering to updated guidelines. Multiple iterations and feedback rounds with stakeholders ensured alignment with the firm's new visual identity.
Phased Rebranding Execution
Insights Platform:
A fresh, cohesive design was finalized and launched in just two weeks.
The revamped platform received enthusiastic feedback from the CEO and stakeholders, leading to a successful client launch supported by email campaigns and a promotional video.
Altiore Platform:
Due to its complex user journeys, a phased rebranding approach was implemented over 90 days.
Collaborated with the front-end engineering team to address technical constraints and worked with a vendor partner to rebrand the mobile app and landing page.
Building the Team: Hiring Jai Wadhwani
As the rebranding efforts progressed, I recognized the need for additional support to execute pixel-perfect designs and improve efficiency. Collaborating with HR, I initiated the hiring process and reviewed over 450 applications.
After an extensive search, I discovered Jai Wadhwani, a candidate whose portfolio showcased creativity and a strong foundation in design principles. During the interview, Jai impressed me with his thoughtful approach and went above and beyond by delivering a dark mode version of his assignment—a feature not included in the brief.
Jai’s exceptional work ethic and skills made him an integral part of the team. His contributions to the ONE Design System elevated our design standards and streamlined execution.
Brand Alignment Discussions: Collaborating with the CMO, I was granted flexibility in applying branding elements while adhering to updated guidelines. Multiple iterations and feedback rounds with stakeholders ensured alignment with the firm's new visual identity.
Phased Rebranding Execution
Insights Platform:
A fresh, cohesive design was finalized and launched in just two weeks.
The revamped platform received enthusiastic feedback from the CEO and stakeholders, leading to a successful client launch supported by email campaigns and a promotional video.
Altiore Platform:
Due to its complex user journeys, a phased rebranding approach was implemented over 90 days.
Collaborated with the front-end engineering team to address technical constraints and worked with a vendor partner to rebrand the mobile app and landing page.
Building the Team: Hiring Jai Wadhwani
As the rebranding efforts progressed, I recognized the need for additional support to execute pixel-perfect designs and improve efficiency. Collaborating with HR, I initiated the hiring process and reviewed over 450 applications.
After an extensive search, I discovered Jai Wadhwani, a candidate whose portfolio showcased creativity and a strong foundation in design principles. During the interview, Jai impressed me with his thoughtful approach and went above and beyond by delivering a dark mode version of his assignment—a feature not included in the brief.
Jai’s exceptional work ethic and skills made him an integral part of the team. His contributions to the ONE Design System elevated our design standards and streamlined execution.
Transformative Impact
The Big Reveal
The Big Reveal
The Big Reveal
ONE Design transformed the platforms into cohesive, user-friendly experiences that resonated with clients and stakeholders alike.
Impact Metrics:
Design Consistency: Achieved a uniform design language across Insights and Altiore.
Stakeholder Feedback: Received commendation from the CMO, CEO, and product managers for the seamless execution.
Client Engagement: Saw a 30% increase in platform usage post-rebranding.
Marketing Success: Enhanced brand visibility through targeted campaigns, leading to improved client trust and retention.
The rebranding also sparked a deeper realization—the need for a scalable design system to ensure ongoing consistency and efficiency.
ONE Design transformed the platforms into cohesive, user-friendly experiences that resonated with clients and stakeholders alike.
Impact Metrics:
Design Consistency: Achieved a uniform design language across Insights and Altiore.
Stakeholder Feedback: Received commendation from the CMO, CEO, and product managers for the seamless execution.
Client Engagement: Saw a 30% increase in platform usage post-rebranding.
Marketing Success: Enhanced brand visibility through targeted campaigns, leading to improved client trust and retention.
The rebranding also sparked a deeper realization—the need for a scalable design system to ensure ongoing consistency and efficiency.
ONE Design transformed the platforms into cohesive, user-friendly experiences that resonated with clients and stakeholders alike.
Impact Metrics:
Design Consistency: Achieved a uniform design language across Insights and Altiore.
Stakeholder Feedback: Received commendation from the CMO, CEO, and product managers for the seamless execution.
Client Engagement: Saw a 30% increase in platform usage post-rebranding.
Marketing Success: Enhanced brand visibility through targeted campaigns, leading to improved client trust and retention.
The rebranding also sparked a deeper realization—the need for a scalable design system to ensure ongoing consistency and efficiency.
Hindsight
Looking Back and Moving Forward
Looking Back and Moving Forward
Looking Back and Moving Forward
The rebranding of Insights and Altiore was a milestone in aligning platforms with 360 ONE Wealth’s new identity. However, it highlighted the need for a scalable framework to address design inconsistencies. Bringing in Jai Wadhwani was pivotal, as his creativity and precision enhanced our efforts and reinforced the value of a strong design team.
Moving Forward
The realization led to the creation of the ONE Design System, a reusable framework to ensure consistent and efficient design processes.
Next Steps:
Expand the design system with new components and documentation.
Strengthen cross-team collaboration for seamless implementation.
Continue building a talented, collaborative design team.
These steps will ensure scalable, cohesive design processes and exceptional user experiences.
The rebranding of Insights and Altiore was a milestone in aligning platforms with 360 ONE Wealth’s new identity. However, it highlighted the need for a scalable framework to address design inconsistencies. Bringing in Jai Wadhwani was pivotal, as his creativity and precision enhanced our efforts and reinforced the value of a strong design team.
Moving Forward
The realization led to the creation of the ONE Design System, a reusable framework to ensure consistent and efficient design processes.
Next Steps:
Expand the design system with new components and documentation.
Strengthen cross-team collaboration for seamless implementation.
Continue building a talented, collaborative design team.
These steps will ensure scalable, cohesive design processes and exceptional user experiences.
The rebranding of Insights and Altiore was a milestone in aligning platforms with 360 ONE Wealth’s new identity. However, it highlighted the need for a scalable framework to address design inconsistencies. Bringing in Jai Wadhwani was pivotal, as his creativity and precision enhanced our efforts and reinforced the value of a strong design team.
Moving Forward
The realization led to the creation of the ONE Design System, a reusable framework to ensure consistent and efficient design processes.
Next Steps:
Expand the design system with new components and documentation.
Strengthen cross-team collaboration for seamless implementation.
Continue building a talented, collaborative design team.
These steps will ensure scalable, cohesive design processes and exceptional user experiences.
Adoption Rate
Faster Shipping
Stakeholder Alignment
