About Client
Fiduciary Trust International
Fiduciary Trust Company is a private wealth management firm headquartered in Boston, Massachusetts, United States. It serves high-net-worth families, individuals and nonprofits, as well as professional financial advisors and family offices.
The Challenge & User Needs
Challenge Narrative
Fiduciary Trust (FTCI) sought an interface that seamlessly balanced superlative security with user-friendliness for its clientele. Notably, the user demographic skewed towards an older age group, necessitating features for multiple authorised accesses to a single or group account. The dual challenge emerged: crafting a design that was not only intuitively simple but also fortified with stringent security measures to safeguard high-value assets and sensitive information.
Intriguingly, the constraints of the project dictated that primary research was not feasible. Consequently, we had to rely on insights garnered from a select group of volunteered customers and stakeholders, heightening the importance of extracting meaningful feedback within these constraints.
Complicating matters, the project had already commenced upon my involvement, with progress lagging behind the established timeline. This presented a formidable challenge that required a strategic approach to expedite progress and meet the project's objectives efficiently.
