WealthRight (B2C)

WealthRight (B2C)

WealthRight’s earlier website saw high drop-offs and did not give customers a clear way to understand or track their financial life. We redesigned the website and built a customer app that improved engagement, trust, and overall clarity.

Year

2023 - Ongoing

Scope

Research, UX, UI

Research, UX, UI

Total Screens

5000+

Reimagining WealthRight’s customer-facing experience across web and mobile.

We redesigned the WealthRight website from the ground up with a focus on clearer storytelling and easier navigation. The goal was to help users quickly understand what WealthRight offers and how financial planning, insurance, and investments fit together. The new website follows updated brand guidelines and introduces more intuitive user flows that keep visitors engaged without overwhelming them. Alongside the website, we designed the WealthRight Customer App. A personalised financial companion that allows users to view insurance policies, track mutual fund portfolios, and monitor key financial health indicators in one place. The app also enables customers to connect directly with their assigned advisor, making guidance more accessible and timely. Together, the website and app create a cohesive customer experience. One that helps users feel informed, supported, and confident about their financial decisions, while strengthening trust in the WealthRight brand.

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.

EVOQ, WeWork Vaswani Chambers, Worli, Mumbai, India

Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.
Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.

EVOQ, WeWork Vaswani Chambers, Dr. Annie Besant Road, Worli, Mumbai

Building or scaling a fintech product?

We offer a complimentary UX audit for a small number of fintech teams each month.

EVOQ, WeWork Vaswani Chambers, Worli, Mumbai, India

Within 2–3 days, you’ll receive a clear, written UX assessment. Focused on immediate fixes, smart deferrals, and growth opportunities.