Skip links
Explore
Drag

WMG Elite

WMG is a company that offers financial advisory services to high-net-worth individuals/businesses in the area of wealth and risk management.

01 Target User

Affluent/High-Achieving Individuals → E.g. CEO/CFO/CXOs of
companies

  • Like to network/engage with like-minded, elite individuals
  • Interested in current trends – especially in matters of finance

02 Goal

  • Provide a premium app experience for users
  • Provide exclusivity
  • Networking with fellow elite members
  • Members-only events, members-only discount offers.

03 Solution

We provide digital experience services to startups and small businesses. We help our clients succeed by creating brand identities, digital experiences, and print materials.

Screens

Flow/Scenario

Admin Onboarding → Admin gets pre-defined credentials to access the

Member Onboarding happens in 3 ways:

  • Admin sends an invite email:
  • Super-admin sends invite emails to individuals
  • Potential member receives invite mail and can accept/reject the

Download app and fill in details/profile

  • Admin approval: Auto-approved
  • Elite member sends referrals:
  • Existing Elite member shares an invite link (Share →iOS/Android)
  • Potential member receives invite link and can accept/reject the membership
  • Download the app and sign up, filling in details. I Will see a message saying ‘Thanks for your interest, the admin needs to approve’.

Download the app and fill in details/profile

  • Potential member downloads from the app store and self-registers:
  • Download the app and sign up, filling in details. Will see a message saying ‘Thanks for your interest, the admin needs to approve.

Admin approval: Can approve/disapprove the request

  • Member registration/profile completion happens within the app

Personas

  • Elite Admin → WMG representative that manages and moderates the activities on the app
  • Elite Member → WMG Elite Member that uses the app
  • Guest Speaker → Can only login to present a talk