Background

I played a key role in a redesign initiative for an investment portal used by financial advisors, focusing on improving the user experience and implementing new, high-value features. The project involved overcoming challenges like navigating legacy design files and a poorly maintained design system. By establishing a fresh, standardised design system, we significantly improved efficiency, enabling the team to deliver more cohesive and intuitive user interfaces.

Feature Highlights

#1 Insights

The 'Insights' feature empowers financial advisors by providing easy access to curated video, audio, and article content, enabling them to stay informed on the latest market trends and platform updates. This feature was designed as a comprehensive content hub, making it easier for advisors to offer up-to-date financial advice, improving both user satisfaction and engagement with the platform.

Challenges & Solutions

The design challenge was to create an interface that delivered relevant content efficiently while maintaining the sleek, modern aesthetics of the new design system. The collaboration between business, marketing, and development teams resulted in several iterations, with a strong focus on aligning the feature’s user interface to the overall brand vision. Balancing business and marketing needs with the initial vision led to the inclusion of downloadable content options. To navigate delays in content delivery, we executed a phased 'grey launch,' updating the feature as content became available.