Financial Services Client
Project Overview
Synopsis
Throughout my tenure, I redesigned and enhanced a suite of financial management tools, enabling essential business planning and budgeting for financial advisors. Additionally, I collaborated with a fellow designer to implement a new Jira system to streamline project tracking and enhance visibility for stakeholders.
In particular, I led a redesign of the client’s Bonus Allocation tool, simplifying the process for financial advisors to allocate bonuses among themselves and their team. I also revamped screens for financial advisors’ Profit and Loss and Financial Forecasting tools, which provided invaluable insight on current and future financial performance.
I consolidated complex financial policy details into functional design requirements supported by use research data, reviewing iterations with stakeholders and meeting with Accessibility experts to ensure compliance with WCAG standards. Additionally, I created UI feature tickets for the Product Owner to expedite development and conducted thorough QA testing to guarantee accuracy in the build.
Problem
My client implemented large policy changes that significantly impacted the UI for multiple applications such as the Bonus Allocation, Profit and Loss, and Financial Forecasting tools. This required a complete overhaul of the Bonus Allocation tool, and substantial enhancements to the other two, to ensure financial advisors had accurate insights into their business performance.
Additionally, upon joining the project, there was a lack of a formal UX tracking system, leaving stakeholders without visibility into UX projects, tasks, enhancements, and intake requests.
My Role
UX/UI Designer
Timeline
4 months
Completed in January, 2024
Team
Myself, alongside Product, Development and Consumer Group teams
Tools
Figma, Zeplin, Pendo, Jira, Mural
Bonus Allocation Tool
Bonus Allocation Tool Mockups (6)
Information redacted to maintain client confidentiality.
1. Current Trimester
2. Current Trimester - Financial Advisor A (Total Bonus Expanded)
3. Current Trimester - Financial Advisor A (New Allocation)
4. Current Trimester - Financial Advisor A (Allocation Added)
5. Current Trimester - Team Members (Scrolled Down on Page)
6. Current Trimester - Team Member (Allocation Added)
Profit and Loss Tool Mockups (6)
Information redacted to maintain client confidentiality.
1. Profit and Loss
2. Profit and Loss (Scrolled Down)
3. Profit Modal - YTD
4. Average Split Percentage Modal - John Smith
5. Split Projected Payout Modal - YTD John Smith
6. Split Draw Received Modal - YTD John Smith
Design Process
Client Info
Defining Requirements
Iterative Wireframing
Review & User Feedback
Prototyping
Defining Requirements
Prototyping & Change Log
Build & QA Testing
Establishing a System
UI Ticket Creation
Table of Contents2. Bonus Allocation Tool
Defining Requirements
Coming Soon
Design Inspiration
Iterative Wireframing
Coming Soon
Review & User Feedback
Coming Soon
Prototyping
You may view the prototype in Figma or reference the High Fidelity Mockups above for all screens.
Table of Contents
