Easy invest
Designed for those new to investing, lowering the barrier to start their investment journey.
I'm Amit Verma, a design leader and UX designer. I help companies craft products people truly love. By blending user research, design strategy, and thoughtful experiences, I turn complex challenges into intuitive solutions that drive both delight and impact.
Designed for those new to investing, lowering the barrier to start their investment journey.
Redesigned the ICICI Bank loans website to streamline the application process and improve conversion rates.
A personal project exploring elegant interaction design and delightful micro-experiences.
Leverage Gen-AI to transform data from client meetings into clear and concise summaries.
Transforming the key business metrics into powerful tools that resonate deeply with our advisors and empower them to make informed decisions.
Redesigning key business metrics for a unified and impactful advisor experience.
Empowering customers with instant self-service solutions that eliminate delays and reduce reliance on secure messages.
Designed the International Monetary Fund portal app — a financial dashboard for global economic data and reporting.
A mobile app for managing celebrations, sending wishes, and organizing events with friends and family.
Interactive Power BI reports delivering holistic views of client and practice data for smarter advisory decisions.
Effective design is a confluence of technology, business, and user understanding. Grasping the full process surfaces insights that shape better products — but process alone isn't enough. The right mindset is what turns understanding into impact.
View design process →Generative AI is reshaping digital workflows across industries. In financial advisory, one of the most time-consuming tasks is documenting and summarizing client meetings.
Financial advisors spend a disproportionate share of their time on administrative documentation — writing meeting summaries, extracting action items, and drafting follow-up emails — rather than on the relationship work that drives client satisfaction and business growth.
40%–59% of time consumed by documenting meetings, extracting action items, drafting follow-ups, processing forms, and ensuring regulatory compliance.
Advisors invest two or more hours gathering data and modeling scenarios for every one hour spent with clients.
Direct client engagement represents only a minority of the week, constraining opportunities for relationship building and referral growth.
Gen AI powered meeting summarization enables advisors to consistently deliver client experience interactions that is 4+ time in a year with a differentiated, branded experience embedded directly into their workflow.
It enhances client engagement by simplifying the capture and synthesis of conversations, freeing advisors to focus on meaningful interactions while improving practice efficiency and unlocks new opportunities to automate and streamline post-meeting workflows, further improving productivity and scalability.
By automating these processes with Generative AI, firms can reduce administrative burden, improve client satisfaction, and drive measurable business outcomes.
How I navigated this project — from discovery through to testing and iteration.
Before any design decisions were made, we conducted a structured discovery phase.
“I need to be fully present for my clients, not half-distracted by note-taking.”
“I'm still building my client book. Every follow-up is a chance to prove my value.”
Mapping the current post-meeting workflow end to end surfaced a chain of manual handoffs — eight stages across the advisor, the team and the client before the client finally hears back.
Where it breaks down — the pain points
Advisors lose hours writing summaries, extracting action items and drafting follow-ups — time taken away from actual advice.
The week-long chain of manual handoffs means clients wait far too long between the meeting and a usable follow-up.
Reviewing the meeting notes and signing them off takes repeated back-and-forth, adding effort at every step.
Delays and inconsistent follow-through erode the responsive, high-quality experience clients expect.
Left unaddressed, a slow and effortful post-meeting experience ultimately drives clients to leave.
A single client conversation passes through eight manual stages and three sets of hands — advisor, team and client — before the client hears anything back, and the round trip can take close to a week. Advisors lose hours to writing summaries and re-keying tasks instead of advising, approvals stack up in repeated review loops, and the value of the conversation cools while everyone waits. The result is a slow, inconsistent follow-up that erodes client satisfaction and, left unaddressed, drives attrition.
How might we redesign the advisor post-meeting workflow so that documentation becomes effortless — freeing advisors to spend their time on what genuinely moves client relationships forward?
How an advisor moves from a finished meeting to actioned follow-ups — mapped from the flows in the prototype above.
The GenAI meeting-summary experience surfaces an editable summary, client and advisor responsibilities, and one-tap actions — all inside the advisor’s workflow. Try the interactive prototype below.
Enhancing the customer experience through secure messaging — reducing friction, wait times, and operational costs.
Secure Messaging enables customers to write messages directly to the company — ensuring a secure and efficient communication channel.
Journey completion rate — most customers who start the "Write a message" journey successfully send one. However, a customer service agent takes around five working days to respond.
High volume of messages because customers can't find answers through self-service. This leads to long wait times and follow-up calls.
Each follow-up call translates into additional operational costs — time, resources, and manpower spent on avoidable inquiries.
Top message categories by volume.
Customers struggle to find the right information through self-service.
Many queries remain unanswered, leaving no choice but to write.
Help & Support is underutilized due to usability gaps.
How might we reduce the necessity for customers to send secure messages?
How might we provide instant replies instead of making customers wait 4–5 days?
How might we help customers find and use relevant information more effectively?
A contextual help approach that intercepts the message journey with self-service answers.
Customer initiates the journey. A pause moment is introduced.
Page 1 surfaces search and popular topics. If answered, journey closes.
Customer selects a predefined subject and title.
Popular questions based on subject — a second chance to self-resolve.
If still not found, the customer writes their message.
Walk through the redesigned secure messaging flow.
After launch, we tracked secure message volume over six months.
Reduction in weekly secure messages
Web traffic increased throughout Q1, but we managed to reduce secure message volume.
Online content has been rewritten and changes made to help findability.
30 actions identified through the Continuous Improvement programme.
Enhancing the advisor performance by redesigning the key business metrics and delivering unified and impactful advisor experience.
The business metrics — such as clients acquired, financial plan counts, and net flows — reflect the performance of advisor practices and firms, indicating their progress toward annual goals.
As part of our new strategy, we conducted research to clearly identify the metrics and data that advisors prioritize for their businesses. Additionally, we pinpointed opportunities for incremental engagement.
Current metrics are insufficient to understand the category's overall performance.
Users are seeking an alternative arrangement or organization of items.
Users are overlooking the specific actions they can take.
The new design system has yet to be integrated into the current framework.
The objective of the upcoming redesign is to enhance and broaden metric capabilities throughout the entire application — ensuring they contribute significantly to improved insights and user experience.
Deepen the understanding of the daily activities of Advisors, including their roles, responsibilities, and challenges.
Explore how the proposed solution will seamlessly integrate with Advisor Compass and My Practice platforms.
Utilize the survey to launch stakeholder meetings and brainstorming, encouraging collaboration and idea generation.
Conduct concept testing with Advisors to collect valuable feedback ensuring alignment with their needs.
Quantitative research to identify which metrics advisors prioritize most.
Qualitative conversations to understand pain points, workflows, and unmet needs.
Concept testing sessions to validate direction and collect actionable insights.
Rebuilding key business metrics as a reusable Packaged Business Capability — turning static numbers into a scalable, action-oriented experience advisors can rely on.
Key business metrics — Net clients acquired, 4+ days of contact, Goal-based advice, Net flows, Total GDC — show the health of advisors and their practice against annual goals.
In the original dashboard the metrics were insufficient — advisors could not see a category's overall performance or the dynamics underneath it. The arrangement and grouping of items missed what advisors expected, the actions available from each metric went unnoticed, and the metrics worked in isolation from the wider application.
We reimagined this experience and rebuilt it as a Packaged Business Capability (PBC): a self-contained, reusable component that drops into any platform across the advisor ecosystem instead of living inside a single product.
Delivered over a multi-phase program spanning roughly three years — structured so each stage deepened our understanding of advisor needs before the next began.
How I navigated this program — from discovery through to testing and iteration across the multi-phase delivery.
Financial advisors managing a book of client relationships, who check the Advisors homepage between meetings to answer one question — “how is my practice tracking against goals, and what should I do next?” They’re time-poor, target-driven, and juggling the Advisor Compass and My Practice apps, so the metrics had to be fast to read and act on.
Deepen our understanding of advisors' daily activities — their roles, responsibilities, and the challenges they face.
Explore the Advisor Compass and My Practice apps to ensure the solution integrated seamlessly with both.
Use the survey to launch a stakeholder meeting and brainstorm, sparking collaboration and idea generation.
Run concept testing with advisors to gather feedback and confirm alignment with their real needs.
The metrics displayed on the Advisors homepage had been improved over time to better support advisors in reaching their annual goals.
To go deeper, we conducted thorough research aimed at uncovering which metrics and data advisors find most valuable for their business strategies — and at exploring opportunities to foster greater engagement with them on the platform.
Conversations that exposed advisors' roles, workflows, and the challenges behind the numbers.
I organized moderated sessions with our advisors on the UserZoom platform to evaluate the designs of the key business metrics and to analyze the overall user-flow experience.
During these sessions we held in-depth discussions to gather valuable insights and feedback.
Advisors couldn't see a category's overall performance or its underlying dynamics.
Survey findings showed users wanted a different arrangement and grouping of items.
Users routinely overlooked the specific actions they could take from each metric.
The new design system had not yet been integrated into the current framework.
Disconnected from the wider app, limiting their effectiveness and impact.
As part of a new strategy, we worked to pinpoint the metrics and data advisors genuinely prioritize — and to surface opportunities for deeper, incremental engagement. That focus distilled into three guiding questions.
Enhance the metrics so advisors understand the data better?
Turn raw data into actionable insights for advisors?
Transform these metrics into a scalable strategy?
I developed several variations of the metrics. These were presented and thoroughly discussed with key business stakeholders and technical leads to gather their insights and perspectives.
After careful consideration and collaborative deliberation, we selected the most promising option to test with users and gauge its effectiveness.
"Three distinct information architectures were explored. Advisors consistently preferred a progressive-disclosure model over dashboard overload."
The solution is a flexible, reusable widget. Each card surfaces a single metric against its annual goal; selecting it reveals deeper insight and the actions an advisor can take — right where the data lives.
Reach out to 3 prospects nearing the $100K threshold
AI surfaces the next best move — a timely follow-up historically converts within 21 days.
Underlying KPIs and 12-month trend.
Deeper reporting, one click away.
"Rather than designing features, we designed for advisor confidence — each decision traced back to the core question: does this help an advisor act faster and more accurately?"
Concept testing with advisors on UserZoom, plus stakeholder reviews across each phase, sharpened the design. Three findings changed the direction the most.
Across three information architectures, advisors consistently preferred progressive disclosure over an everything-at-once dashboard. We led with a single metric per card and moved depth into a drawer.
Users overlooked the actions attached to each metric. We surfaced a clear next step (“reach out to 3 prospects…”) directly on the card, turning numbers into prompts.
Advisors judged performance against goals, not raw values. We reframed every metric around progress vs. target with a YoY signal, which tested as far faster to read.
Measured 90 days post-launch. Figures are directional — other initiatives ran in parallel, so they show contribution rather than sole cause.
Interactive Power BI reports delivering holistic views of client and practice data for smarter advisory decisions.
Advisors leverage interactive reports to gain a holistic view of both client and practice data, enabling dynamic analysis and deeper insights into portfolios and firm performance.
High-fidelity dashboard screens are in progress and will be added here.
Revamping the IMF's news and data application to bring global economic insight to students, professors, economists, researchers — and anyone curious about the world economy.
IMF planned to enhance and showcase IMF.org's mobile capabilities by revamping their news and data application, distinguishing their corporate and public presence from other institutions. The intent was to make content available to stakeholders through different media channels and strengthen the IMF's transparency and outreach.
The objective of the IMF News and Data mobile application is to let users access news items and publications, track IMF events, analyse financial and economic statistics, and stay connected with their social network. This initiative improves the IMF's efforts to strengthen global and country-level traction for its policies, and to create greater awareness and understanding of the IMF's mission, role, work, and ideas.
The IMF News and Data app would be of use to students, professors, economists, researchers and anyone looking to learn more about global economic news, indicators, and trends — as well as to browse IMF reports, books, and videos.
As technology emerges every day, change is required for everyone to keep in sync. The older IMF app was outdated and built for iPad only — so most users were out of reach.
Old iOS app
The older version of the IMF app supported only iPad and was built on outdated iOS.
The user interface was not well defined and not intuitive for its users.
The app was structured around eight top-level destinations, each opening into its own set of content and tools.
The new app brings news, multimedia, data visualisation, country info, social, trade, publications, and events into a clean, modern interface — responsive across iPhone and iPad.
Redesigning the online disbursal experience across four products — Personal, Home, Auto loans and Credit Cards — so customers can apply and disburse loans online via the ICICI Bank site.
This project is a redesign of the online experience of disbursal of loans to customers. It consists of four products — Personal Loans, Home Loans, Auto Loans and Credit Cards — which offer customers the ability to apply for and disburse loans online via the ICICI Bank home site.
In recent years, ICICI Bank started to build its presence online instead of offline, which previously required more executives and calls to customers. One area to improve was redesigning their online loan journeys. They had an online loans portal, but customers were not using it — resulting in a loss to ICICI Bank.
The ask was to develop a platform for loan application sourcing through the ICICI Bank site, mobile banking platform, or any such URL — hosted and managed by the ICICI tech team — to help customers apply for loans and carry out online verification.
Deploy an efficient, usable online platform for ICICI to showcase their 4 products (Personal, Home, Car Loan and Credit Cards).
Provide a seamless experience across devices, helping customers achieve their tasks with minimum cognitive load.
Foster help between customers and ICICI Help — indirectly leading to better conversions.
Mapping the goal — an efficient, usable platform for all four products — against the supporting needs: a homepage and landing pages for all loan types, redesign of the existing site, social login, quick online loans, minimised drop-offs, and more leads.
A heuristic review of the existing experience surfaced the core issues: a desktop-only, non-responsive site maintained by a third party, a distracting banner, too many form fields driving drop-offs, and obsolete code built on dated UI patterns.
Applying for a loan was framed as a clear four-step process: check eligibility, review the quote / offer, complete the application form, and upload documents.
The final responsive design brings the loan journey to both desktop and mobile — clear entry points for existing and new customers, prominent offers, and a streamlined path to apply.