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Maybank Wealth Sales4u (Unit Trust)

CompanyMalayan Banking Berhad Project TypeWealth Sales4u Software & SkillsFigma
Agile UX
Design System
Usability Testing with Bank Wealth Relationship Manager

Overview

The Unit Trust Wealth Sales4U is a purpose-driven digital solution designed to enhance the advisory experience for Relationship Managers (RMs) in the banking sector. This application empowers RMs with seamless access to real-time Unit Trust product details, allowing them to provide customers with well-informed investment solutions.

Challenges & Solutions

Creating an Internal Bank Platform Without External Dependencies
Integrated proprietary data feeds and internal research reports to ensure a trusted, bank-approved advisory experience.

Developing a Full-Fledged Unit Trust Overview
Designed an intuitive UI with interactive visual elements, graph, and chart ensuring easy interpretation without overwhelming users.

Implementing Smart Search & Filter Capabilities
Create dynamic search with intelligent filtering by fund type, risk level, returns, and customer preferences.

Enabling Smart Product Comparisons
Designed a side-by-side comparison feature that highlights key differentiators, such as historical performance, risk factors, and fund strategies.