How this new dashboard revolutionized total asset tracking

After completing the Management Associate (MA) rotation program in early 2024, I returned to the Digital Finance Department and was appointed UX Lead and co-lead for Total Asset Overview, a strategic initiative aimed at creating a more integrated and intuitive view of customers’ financial assets.

My mission was to design a feature from 0 to 1 that empowered clients to view their entire financial portfolio at a glance—including financial product holdings, bank account balances, asset fluctuations, and entrusted accounts. Lacking a traditional finance background and being relatively new to the company, I found this mandate to be deeply challenging, yet exceptionally meaningful.

1. Early-Stage Research & Insights

To avoid designing in a silo, I conducted a comprehensive competitive analysis, surveyed community sentiment, and gathered core expectations from the Product Managers (PMs) of various financial products. Following iterative research, I engaged in qualitative interviews with over 10 investors using different brokerage applications. The final insights were solidified after achieving alignment with over 70 internal stakeholders, including Financial Product Department Heads, Financial Product PMs, Taipei Fubon Bank PMs, Data Science PMs, IT Developers, and external vendors. Below is an excerpt of core user and stakeholder feedback:

• "I want a clear, at-a-glance view of all the products I've purchased, including my cost basis and overall asset trends." — Investor C
• "I invest in a wide variety of products. It would be much easier to manage my portfolio if I could clearly see where my largest positions are." — Investor H
• "The asset overview in my current brokerage app doesn't show dividend details; I always have to log out and check my bank account." — Investor J
• "Internal teams emphasized the need for precise data mapping (e.g., distinguishing book value from market value), clear historical dividend tracking for wealth management clients, and resolving complex data logic issues—such as currency conversions and reinvestment parameters—within the Data Mart to prevent reconciliation errors." — Internal stakeholders - Products
• "Raw data processing, field calculations, and data transformation times must be factored in. Definitions across different databases aren't always interoperable." — Internal stakeholders - Developers

2. Internal Integration & Data Architecture

Early research revealed that the most significant bottleneck was the misalignment between existing database structures/calculations and the expectations of the Financial Product Department. To accelerate data field integration, I facilitated cross-functional online collaboration via cloud-based co-editing tools, aligning Financial Product PMs, Taipei Fubon Bank PMs, Data Science PMs, and IT Developers.

Ultimately, we successfully mapped and finalized a comprehensive set of complex data fields, ensuring that the data warehouse and raw data allowed for accurate data cleansing and computation.

3. Wireframing - From Initial Draft to Refinement

Because the preliminary research and data field definitions were executed so thoroughly, there were minimal discrepancies between the initial wireframes and the final version. This efficiency saved a significant amount of development time, which was strategically reallocated to in-depth discussions with our vendor regarding visual styles, aesthetics, and UI component attributes across key screens:

• (1) My Overview (Default View)
  My Overview
• (2) My Trend Chart
  My Trends
• (3) My Dividends
  My Dividends
• (4) My Top 5
  My TOP5
• (5) Individual Financial Product Pages
  Individual Financial Product Pages

4. Additional Details

Beyond the core functionality, I also proactively accounted for various informational flows and regulatory constraints:

• (1) Error states
• (2) System logout
• (3) Time out handling
• (4) Data Cache (Loading)
• (5) Personal data privacy