Banking &
Financial Industries
Extensively worked with the most reputed Banking and Financial Institutions across the globe and delivered UX Services.
Citigroup, JP Morgan Chase, Credit Suisse, Wellington Mgmt Company, Fidelity, Invesco, BBVA, Shinsei Bank Japan, and Standard & Poor are a few of them.
Click on these tabs (UX Phases) to understand the roles and activities I performed during each phase.
As a UX Specialist/Lead, My role in a project discovery phase
Listen to all stakeholders, take the opportunity to attend initial meetings and determine exactly what needs to be created and why. Why does this product need to exist and what is the role of the UX team. Where the UX create a foundational approach that aligns with a high-level business strategy
Understand project scope
Conduct research to gain a deep understanding of users, their needs, and their pain points
Prioritize the necessary components of the current phase
Evaluate the need for UX activities (Site audits, comparative analysis and such reports)
User must be notified when funds transferred into Asset Class. Not happening currently
Top 10 features for creating MVP
Top 5 Pain Points in the current system
Users and their roles
Navigating to Asset Classes, Equity, and Money Market from all Funds is tiring, How to simplify?
Search Engine Optimization?
Devices?? A mobile First Approach?
Prioritize top-rated UX issues
Platform restrictions for UX? SalesForce, Tableau, or Drupal?
Top 10 features for creating MVP
Improving User Journies
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Asset Management Tasks
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Transactions of Funds
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Weekly view of economists and strategist
Introducing New Design Processes that support business growth
Boosting Dashboards with Data Visualization
Making Design Language Consistent
Making Smoother Navigation
Set contextual priorities for Mobile Users
Deliverables / Artifacts Performed During Discovery Phase
Achievement Summary of Discovery Phase
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Discovered Audience Expectations and Needs
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Discovered Pain Points of an existing financial system
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Identified and prioritized high-level key user tasks and scenarios that need UX solutions for the MVP
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Agreed on high-level UX planning, Problem Statements, and Timelines
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Agreed for the UX team count (UX Lead, Designers, Visual Designers, Content Strategists)
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Agreed to work on Agile Methodologies with Lean UX Planning
