Nimi Website

Client

Meli

A Top 10 Auto-Rewards Fintech Platform in the U.S.

A Leading U.S. Health-Benefits Fintech Provider

Year

2025 - Ongoing

Scope of work

App Design

WebApp

Digital Legacy & Will Management Platform

Meli is a digital legacy platform designed to help individuals manage their wills with care, clarity, and confidence. Through a mobile friendly web application, users can document their assets, assign beneficiaries, and organize their final wishes in one centralized place. Alongside this, an advisor-facing web platform is being designed to support financial advisors and asset management firms in managing client relationships, reviewing asset valuations, and guiding will execution ultimately creating a seamless bridge between individuals and their trusted advisors.

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Confidentiality Notice : The client’s actual name, brand identifiers, and sensitive product details have been intentionally redacted to protect privacy and uphold confidentiality.

The Challenge

Target Audience

Our clients set out to evolve an existing consumer platform into a more empathetic, intuitive digital will experience, while also expanding the product to support financial advisors through a dedicated web portal. The solution needed to balance emotional sensitivity with financial functionality, all while ensuring highly sensitive personal and financial data would be handled securely across platforms.

Our challenge was clear

Enhanced mobile experience

Improving navigation, clarity, and functionality while building on the existing platform foundation without disrupting current users.

Empathetic decision support

Creating an empathetic and reassuring interface that helps users make important decisions with confidence and emotional comfort.

Simplified asset data structure

Organizing detailed financial and personal information into clear, manageable structures that reduce confusion and improve accuracy.

Redefining Digital Legacy

The Nimi Solution

UX and feature improvements

Improved overall usability, streamlined user flows, and introduced new features to enhance clarity, efficiency, and user confidence.

Simplified asset management

Simplified asset entry and beneficiary assignment through structured forms and guided workflows within a single secure environment.

Advisor platform design delivery

Designed end-to-end advisor experiences, providing clear workflows and detailed design systems to support client oversight and valuation processes.

Structured firm account system

Created scalable account hierarchies allowing firms to manage multiple advisors and clients under a unified administrative framework.

Flexible Data Modeling

Extended the schema to support rewards, transactions, redemptions, statements, and repayments while designing relationships between partners and communications to enable dynamic financial rules and seamless benefit calculations.

Robust Backend Architecture

Scaled financial operations using Twisp-managed ledgers, integrated Plaid for repayments and account linking, and automated transaction-based communications to keep golfers informed.

Tone & Style

Bold, empowering, and witty, while maintaining professionalism.

Use of quirky hand-drawn elements to give a personal, artisanal feel.

Structured firm account system

Created scalable account hierarchies allowing firms to manage multiple advisors and clients under a unified administrative framework.

User Experience

Simple navigation that focuses on core actions: booking fittings and exploring collections.

Prioritize mobile optimization, ensuring an easy booking experience and smooth browsing for users on all devices.

Structured firm account system

Created scalable account hierarchies allowing firms to manage multiple advisors and clients under a unified administrative framework.

Design Inspirations:

Vintage fashion influences with a modern, minimalist twist.

Hand-drawn illustrations to evoke a sense of craft and attention to detail.

Structured firm account system

Created scalable account hierarchies allowing firms to manage multiple advisors and clients under a unified administrative framework.

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Immersive Gameplay Experience

We designed an immersive user experience for four game types — Wolf, Nassau, Round Robin, and Skins. Our team integrated GHIN APIs to deliver real-time data on golf course layouts, handicaps, and game performance, allowing users to see their progress and location on the course.

Real-Time Scorecard System

Our redesigned scorecard feature eliminates the need for paper scorekeeping. With real-time updates, users can track their scores effortlessly. We ensured the UI was clean, with minimal distractions, allowing users to focus on the game and enjoy their experience with friends.

Key Features & Achievements

Simplified asset management

Improved usability and structured workflows to help individuals confidently document assets and assign beneficiaries in one secure platform.

Advisor platform design

Designed a dedicated advisor interface to manage client relationships, oversee portfolios, and guide will execution efficiently.

Client–advisor linking flows

Created secure and intuitive connection flows enabling advisors to review and monitor client asset information with clarity.

Asset review and approval

Developed structured review processes allowing advisors to validate, assess, and approve asset valuations within the platform.

Secure UX foundations

Established adaptable design systems that support secure data handling and long-term platform scalability.

Clean, brand-aligned UX

Delivered a thoughtful, human-centered interface that reflects trust, care, and emotional sensitivity.

Testimonials

Client success story

Ready to Turn Your App Vision into Reality?

Partner with a team of skilled experts to bring your app ideas to life. From concept to launch, we deliver robust apps with cutting-edge features, fully tailored to your business needs.

Let’s build something exceptional together.

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Digital Legacy & Will Management Platform

Testimonials

Client success story

Ready to Turn Your App Vision into Reality?

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