Schroders Personal Wealth (SPW) was born out of a joint venture between Schroders and Lloyds, aiming to offer an advice-only personal wealth management service to all types of customers, covering a category gap in the UK market.

SPW’s intent to break the cliché around wealth management and make it more human and accessible became the core driver to creating this unique brand experience and messaging.

Working as a Product Designer in a cross-disciplinary team covering Strategy, Experience, Visual Design, Content, Technology, Client Services, Project Management and QA, I was able to collaborate directly through all stages of product development to bring the new SPW responsive site to life.

Together, we visualised the journeys, propositions, prototypes and interactions, testing upfront with the business and prospects to shape an early vision for the product.

Our focus for MVP was to convey their new definition of wealth management and educate the general public in all matters of ‘wealth management’ including the value of advice and enable prospects connect with the SPW advisers.

Among other features, the MVP launch included: User profiling tool, adviser locator, call-back booking system, e-comms management, content authoring system and a digital welcome pack.