Quantitative Metrics

1. User Engagement & Retention

• Session duration: Average time users spend on the wealth management platform
• Return rate: Frequency of client returns to the platform
• Feature adoption rate: Percentage of users utilizing new features
• Portfolio management tool usage: Frequency and depth of interaction with investment tools

2. Task Success Metrics

• Task completion rate: Percentage of users successfully completing key financial tasks
• Error rate: Number of user errors during financial transactions
• Time to complete: Duration needed to execute common wealth management tasks
• Drop-off points: Where users abandon processes in the customer journey

3. Business Impact

• Digital investment volume: Amount of investments made through digital channels
• Client acquisition cost: Cost reduction in acquiring new clients through improved UX
• Support ticket reduction: Decrease in support requests after UX improvements
• Client portfolio growth: Increase in assets under management attributed to better UX

Qualitative Metrics

1. Client Satisfaction

• NPS (Net Promoter Score): Likelihood of clients recommending the platform
• CSAT (Customer Satisfaction): Overall satisfaction with the digital experience