Apex FinTech Platform
End-to-end redesign of a wealth management platform serving over 40,000 HNW clients across Europe. Reduced onboarding friction by 62% and doubled session duration.
Client
Apex Capital
Industry
Finance
Year
2024
Disciplines
62%
Reduction in onboarding friction
2×
Session duration increase
40K+
HNW clients served
8
European markets deployed
The Challenge
Apex Capital needed to modernise their wealth management platform serving over 40,000 high-net-worth clients across Europe — without disrupting live trading operations or the institutional trust built over two decades of private banking.
The Outcome
The redesigned platform compressed a fourteen-step onboarding journey to five, doubled average session duration, and introduced a unified design system that was subsequently adopted across eight country-specific deployments in the first year.
Deliverables
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