A Connected Visitor Experience for Global Wealth Management

I supported design concepting for a digital, connected visitor experience that welcomes high-net-worth (HNW) clients into wealth management offices worldwide. The work transformed bank lobbies into experience hubs—aligning space, technology, and hospitality into a seamless, premium journey.

Challenge

Visitor experiences varied by region and site, creating inconsistent first impressions and avoidable friction at critical moments like arrival, check-in, and wayfinding. The bank needed a single, choreographed experience that could feel personal and high-touch while operating reliably across multi-continent campuses and local teams.

Solution

We connected physical environments, digital systems, and human interactions into one end-to-end journey—mapping pre-arrival through departure and translating it into service blueprints that aligned people, process, space, and technology. I contributed to concepting the digital welcome, check-in, and wayfinding touchpoints, supported by playbooks and training tools to help hosts deliver consistent, high-touch service and enable measurable continuous improvement.