Alpheya, a full suite of cloud-native, AI-powered wealthtech solutions

Team

Role: Head of Design & Research. Built the team from 0. Set up the design vision, principles, process, including the design system.

Team: 24 people. Product Designers, Interaction Designers, Researchers, UX Writers/Content Managers, Marketing Designer.

Scale of impact

Reaching 5M+ customers in the UAE through top banks in the UAE, and other millions in Saudi Arabia and UK.

Why Alpheya

  1. AI-first and future proof. Built in the cloud, with AI at its core, Alpheya’s platform is easy to integrate with and built to empower innovation and agility for your business

  2. Hyper-personalization. API first, persona-driven, and highly configurable, Alpheya delivers a Hyper-personalized experience to all users while also enabling you to build your own custom journeys

  3. Comprehensive platform for your business. Alpheya serves all your channels, segments (retail, high net worth), and business models (discretionary, advisory, self-directed), with a configurable holistic platform revolutionizing the way wealth management is delivered

Work scope

Digital Client Experience (end clients)

  • Hyper-personalized web and mobile apps, tailored to MENA region

  • Digital client engagement and account information access

  • Digital onboarding

  • Self-directed trading

  • Robo-advisory with automatic portfolio rebalancing

Wealth Relationship Management (Relationship Managers)

  • For Relationship Managers

  • Wealth CRM

  • Client 360, Account 360, and Portfolio 360 insights

  • Tasks and workflow management

  • AI-powered client opportunities

  • Client acquisition and prospect management

Portfolio Management and Execution (For Advisors)

  • Financial planning and risk assessment

  • Discretionary portfolio management and advisory

  • Portfolio analysis, stress testing, and simulation

  • Single and multi-order execution

AI Copilot

  • Knowledge assistant

  • AI-powered insights, opportunities, and next best action

  • Personalized client communication

Financial Marketplace

  • Breadth of global asset classes

  • Pre-built integrations with leading funds and alternatives product platforms

  • Curated news, market data, and research

Digital Reporting and Analytics

  • Client retention and growth analytics

  • Performance reporting and attribution analysis

  • Metrics and KPI reporting