Investment Platform for agents and clients
Dashboards / Fintech / UI / UX / Wireframing / UX Research
A full-blown financial investment platform of a renowned Mutual Funds Agency (NDA Protected), used by board members, employees, agents, and clients.
By designing this product I helped the client streamline many of its processes.
Use case examples include MF registration & transaction flows, administration, notifications, alerts, reports, and audit trails.
The design effort was intensified by the participation of various stakeholders and time was spent on multiple UX and alignment workshops with cross functional teams.
Responsibilities included :
- Conduct the business analysis, acting as a consultant
- Transform the business requirements to user flows and ultimately to detailed UX wireframes and interactive elements.
- Design with the client a vision and roadmap for the product's future phases.
Starting with a high level information architecture enabled me to identify flows and microflows as well as to shape a high level mapping of everything. Using that way the product could be better manageable and we could add down the road features and flows in appropriate sections.
I acted as a UX team of one, spending time inside the clients headquarters and organizing scoping meetings with the sales team. This team - identified also as a proto-persona- shared very important insights on how "the mutual funds job is made".
I used the workshops for two reasons. To scope and identify the business needs and transform them in relevant information flows inside the platform.
I verified the research's results by data coming from the company and workshops involving managers from multiple departments.
The fact that many different type of users with different needs would use this platform, meant that application flows and information heavy dashboards should be combined modular to deliver a unified experience. I needed to take into account on the design that some elements would not be present on all occasions but still I had to design them accordingly.
I used the wireframes to align also the ui team, the front development team and back end. I conducted regular checks with those team to make sure that everything was aligned by design so that the development process would be as much streamlined as possible.
My precious financial experience helped me to understand and weight financial terms and definitions and save a lot of time on regulatory issues that usually are in play in financial products.
Research and findings
The rationale was based on large mutual fund asset management agencies. The users, experts in financial industry but with low computer exposure. In most cases are mutual funds agents as experts in analysis and communication so the design should support a client-agent discussion-sale regarding the future of investment.
In that way the design should be minimal, clean, simple and with appropriate explanatory copy to guide them.
Various flows (like the "choreography" of opening a new client) had to take into account that users were probably also serving a client. In that way the design should act supportingly, achieving a high level of discoverability and findability of information.
In that way the design should act supportingly, achieving a high level of discoverability and findability of information.
- The whole process of designing this product also helped the client streamline many of internal processes.
- As a side achievement I was informed that these workshops and the whole digital transformation improved considerably the communication between the departments. This results to even better company results and decision making.
- The whole work inside the client has become more streamlined, lean and comprehensive. This is especially important for new agents and employees who can become onboard with the processes/flows by following the platform flows and tips.