User Research, UX/UI Design, User Testing
Product Managers, Engineers,
Product Designers
Large investment firms managing mutual funds, ETFs, and institutional client portfolios.
Institutions engaging in algorithmic and high-frequency trading.
Firms that trade on behalf of clients or their own proprietary accounts.
Firms that trade on behalf of clients or their own proprietary accounts.
Large investment firms managing mutual funds, ETFs, and institutional client portfolios.
Active traders looking for high-speed execution, dark pool access, and liquidity management.
Heuristic Evaluation & Stakeholder Interviews
The redesign process began with a heuristic evaluation of the platform’s user experience, alongside stakeholder interviews with product managers, developers, and key users. This dual approach provided a clearer understanding of pain points, workflow inefficiencies, and usability challenges from both a technical and user perspective. Navigation was unintuitive, making it difficult for users to locate essential functions efficiently. Buttons lacked clear differentiation between states, leading to uncertainty in actions such as executing tasks or modifying inputs. Additionally, there were no confirmation messages to inform users that an action had been successfully completed, increasing confusion and the likelihood of errors.
Redesigning Information Architecture & Wireframing
With these findings, We redesigned the information architecture, restructuring the platform for a more intuitive flow and clear interaction cues. I then created low-fidelity wireframes, which were presented to stakeholders—including the Product Manager, developers, and Executive Director—to gather feedback. Due to legacy system constraints, some changes were iterated upon to balance usability improvements with technical feasibility.
Competitive Analysis for Industry Insights
To gain a broader perspective, I conducted a competitive analysis, studying B2C platforms like Smallcase, Coinbase, Zerodha, Angel Broking, and Amazon. These insights helped identify best practices in simplifying complex workflows, improving affordances, and enhancing user feedback mechanisms.
High-Fidelity Prototyping & Final Implementation
Once the structure was validated, I developed high-fidelity wireframes and interactive prototypes, ensuring every button, state, and navigation pattern was distinct and intuitive. UI components were designed to be scalable, interactive, and consistent, improving efficiency and reducing user confusion. After multiple refinements, the final prototypes were presented, approved, and prepared for implementation, paving the way for a more seamless and user-friendly experience.
AG Grid
Implemented to improve data visualization and usability, enabling efficient interaction with financial datasets.
Material Design
Employed a React UI library built on Material Design principles to deliver a modern, intuitive experience.
The solution in action
This solution is now making work easier for over 10,000 users by improving workflow efficiency in a financial environment.
Enhanced user experience by improving navigation and interaction clarity.
Increased user satisfaction by 60% with better workflow efficiency and feedback mechanisms.
Reduced average task completion time, enabling faster decision-making.
Minimized user errors by introducing clear button states and confirmation messages.