Lead UX/UI Designer
Research, UX & UI, testing, and project management
Digital Product Design
additiv.com
Additiv already had an existing client portal in place. However, we keep hearing that market feedback revealed that the portal was too complex and too advanced for most users, especially those unfamiliar with sophisticated financial tools.
In response, leadership challenge the product team with redesigning the portal to be significantly more user-friendly, while still supporting the broad range of business use cases across banking, lending, and insurance.
Existing Client Portal
We began by reviewing feedback from clients that's coming to internal team, we identifying common friction points such as unclear navigation, too much financial jargon, and is not made to cover different verticals outside investment such as loan, banking or insurance.
To validate our assumptions, we conducted internal stakeholder interviews and competitor analysis. We mapped user journeys for typical end users to better understand where the experience broke down.
Another complexity was creating a scalable architecture that could handle future product additions with minimal rework.
We mapped out the needs of two key audiences:
• End users, who needed a simpler portal to manage or view their fiance.
• Business clients, who want to have flexibility on the implementation so it will align with their business objective.
I explored different information architecture models and interaction patterns to simplify complex workflows without compromising core functionality. The design also needed to align with backend system capabilities, so I carefully balanced user experience with technical constraints.
To move quickly and align with stakeholders and developers, I used wireframes and low-fidelity prototypes to support fast design decisions.
I validated the prototypes with internal teams, testing not only the user experience but also the business value of each feature to ensure it aligns with real market needs.
I also documented functional and technical constraints early on, working closely with the development team to inform design decisions and avoid downstream issues.
I designed the platform with a mobile-first approach after research showed that most end users access the client portal on mobile devices. At the same time, the portal fully supports desktop use. The responsive design ensures a seamless and optimal user experience across all devices, whether users are on a smartphone, tablet, or desktop.
Applying modularity principles, I designed the platform to ensure flexibility across multiple verticals (banking, lending, insurance, and investment). Each vertical is represented as a configurable “widget,” allowing the system to adapt to different business use cases.
Businesses have the flexibility to show, hide, or add widgets, tailoring the portal to their specific needs while maintaining a consistent user experience.
Every design element is crafted with user behavior and context in mind, how and where people interact with the platform.
My research revealed that user needs and interaction patterns differ significantly across devices: mobile users prefer quick, focused actions, while desktop users are more likely to explore and manage complex tasks. I designed a flexible interface that adapts to these behaviors, delivering an optimal user experience at every touchpoint.
Dispatch console was designed and build in 3 months and quickly become the main features from Zinier platform.
The console significantly enhances dispatcher efficiency and speed. Its new design is not only user-friendly but also come with minimal learning curve, thanks to the simple functionality making it easy to understand and use for existing or new user.
Read more about this in Zinier website
Zinier website 2025
Other Works
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Simplifying Wealth: Redesigning Additiv’s Client PortalAdditiv • 5 min read
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Designing AI Models BuilderZinier Singapore • 5 min read
Designing Wealth Management Service for South East AsiaAdditiv Singapore • 3 min read
Designing a Real-Time, Intelligent Dispatch ExperienceZinier Singapore • 5 min read
Designing Employee Engagement ExperienceStandard Chatered • 2 min read
Designing the first Singapore's First Digital Wealth Advisory ServiceCrossbridge Capital • 3 min read