Investcorp: Wealth
Intelligence Experience
● In Progress
Background
Date
Sep - Dec, 2025
Product/Experience Designer
Role
Following Investcorp’s Wealth App's recognition as the “Best Digital Client Solution” at the 2025 MENA Banking Excellence Awards, this project takes a future-oriented redesign to enhance the Investment Banking journey and introduce AI for intelligent personalization.
Context
To explore how design can elevate Investcorp’s wealth experience into a more intuitive, data-driven, and client-centric platform aligned with modern investor expectations.
Purpose
Strengthen trust and learnability to foster confidence and support informed investment decisions.
Streamline client engagement and AX to deliver a seamless, efficient, and integrated digital experience.
Enhance the visibility of offerings through an intuitive and well-structured information architecture and AI-driven personalization and recommendations.
Reinforce brand presence and credibility through cohesive visual language and consistent interaction design.
Ensure accessibility, responsiveness, and scalability to maintain performance and inclusivity across all devices and platforms.
Focus
This is an illustrative project developed solely for academic purposes and does not represent, reflect, or speak on behalf of Investcorp or its official business strategy.
Disclaimer
Prototype
Table of content
6
1
Company background, channel strategy, and opportunity space.
Channels audit, user research, market trends and competition, and industry insights.
2
3
Client segmentation, prioritization Logic, UX design principles and strategy.
4
Design direction, information architecture, Interface anatomy, and micro-interactions.
5
Key user journeys, application modules, content, and web portal design.
Agent Experience
7
Intelligent advisory layer and AI-Driven personalization & relationship design.
Feedback
User testing, reception, next steps and future outlook.
Brief ->
Company overview, strategy and opportunity