Investment Banking Platform Re-Design

In this high-profile investment platform redesign for a global firm, my team and I focused on the needs of sales, trading and risk management teams to improve the user experience and interaction design by unifying tools (Sales, Trading, Risk) under one platform – making the end user experience more streamlined and cohesive.

As the UX Director on this project, I led my team to work on user research, workflows, interaction models, IA, wireframing, visual design and a scalable design system.

Applied Expertise: Research, UX, UI Design, Design System
Employer: Avanade / Accenture

✔ The newly designed Investments Software as a Service portal set a benchmark in the trading industry for our associated client's sector. Moving beyond traditional Excel sheets and legacy screens, this redesign significantly enhanced the user experience for all end-users.

✔ It aligned seamlessly with the modern ethos of the global firm in wealth management, marking a significant transformation in their workflows and pace.

Services provided:
✔ Co-ideation sessions in NYC
✔ Simplified User flows
✔ Modular Interaction Models
✔ Information Architecture
✔ High-fidelity Wireframes
✔ Visual Design Prototype
✔ Scalable Design System

  • sickkids
  • ROM
  • Avanade
  • CGI
  • DAC
  • Microsoft
  • Accenture
  • Slalom