A wealth advisory tool for client meetings

Deutsche Bank’s wealth managers met their high-net-worth clients once a year — and showed up with printed reports. The bank had been developing a digital advisory tool for two years when I joined the team at EPAM as lead UX designer and design stream owner.

The app would give relationship managers a modern, client-facing tool powered by data analytics and machine learning — replacing static printouts with a dynamic, personalised experience they could walk clients through in real time.

Challenged the existing design direction.

The project had been running for two years, but the UI strategy was based on fixed screen layouts that didn’t take advantage of scrollable interfaces. I proposed a fundamental shift in approach — and flagged that the visual quality needed to be raised significantly.

Built the right team around the problem.

I advocated for bringing in a strong UI designer from the UK office to establish the visual direction, then proposed adding a dedicated UI designer to execute across all viewports. The result was a small, focused team where UX strategy and visual execution worked in parallel.

Introduced user research into the process.

The project had been running without direct input from wealth managers. I proposed and oversaw research interviews with relationship managers — feeding their workflows, pain points, and meeting rituals directly into the design. This grounded the product in how advisors actually work with clients, not just what the data team thought they needed.

Led the UX vision end to end.

From information architecture and wireframes to guiding the UI execution across the team — I made sure every screen tied back to the research and the core use case: making that annual client meeting feel modern, personal, and trustworthy.