Investment Product Design

Overview

“Investor Experience Program” to build investor:advisor relationship for Portfolio management on Mobile & Desktop

Goal

A white-label investment product for portfolio management to be created for investors on iOS, Android and Desktop which should be ADA conferment. Design Investor persona based dynamic UI to provide different experiences considering their tech savviness, age group and investment styles.

Launch the MVP in 4 months for 100 Advisors & 2000 Investors for a global event. Build and lead sustainable Design team to deliver multiple UX projects in parallel

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Discovery & Planning

  • Conduct Accelerated Solutioning Workshops (AECs) with Executives
  • Define Program Goals and Roadmap
  • Market & Competitive Research
  • Set Up in-house UX Team, competing against a design agency

Lead Cross-Functional Teams

  • Lead the key, high visibility program for a global event with a very short timeline
  • Manage Onsite-Offshore team of UX, FED, ADA, Android, iOS, MuleSoft and Testing
  • 2 Agile teams for Designer and Developers
  • Coach the team for productivity and quality

Design Ecosystem Evaluation

  • Define User Ecosystem, Roles, Personas, user flows and Information Architecture for mobile and desktop
  • Create strategy for Investor Onboarding, AB testing and User migration
  • Product review and customer demos

ADA Conferment “WCAG 2.1 AA”

  • Assessment and Remediation of ADA for Desktop and mobile (iOS & Android)
  • Set up, train and lead ADA specialist for Design, development and testing
  • Establish ADA Color standards for dynamic use in Asset classes across the platforms

Outcomes

  • 2 weeks of Workshops Team of 6 Designers
  • Project Team of 22 Budget $9M
  • IOS, Android, Desktop Prototypes, 400+ wireframes
  • ADA conformant style guide & Charts
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Let’s Work Together

If you’re ready to transform your customer touchpoints and deliver meaningful experiences that drive business growth, let’s connect. Whether it’s a single design discovery workshop or a comprehensive reimagination of your service ecosystem, I’m here to help.

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