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.
User Interviews, Identify Pain Points,
User Personas, User Journey Mapping,
Problem Statement, Competitor Analysis, Heuristic Evaluation, Affinity Diagram, User insights
Activities involved in research phase
UX Research
Activities
To Gather information about the target audience, competitors, and the financial product (MVP) to be built
My Role
-
Identify system users and relevant stakeholders
-
Conduct formal meetings, work sessions, and group discussions
-
Make a sequential list of appropriate questions (generic and contextual)
-
Gather and record inputs/insights from users that should drive all other design decisions
-
Coordinate and communicate the results with other team members
Interviews are a way to extract pain points of the current system and maintain objectivity to ensure that the applications will help users meet their needs
Interviews are a way to extract pain points of the current system and maintain objectivity to ensure that the applications will help users meet their needs
To understand Users' goals, behaviors, and needs when designing a product or service
Understand and capture pain points of an existing system
User Personas
Capture Users' demographics, interests, personality, motivations and the devices they use for current system
Journey map describes the situation of promoting sales for the Fund ideas to client-hedging. Client then reviews the fund and notify Sales to release new fund.
Journey Mapping
Competitor Analysis
Identify competition
including direct competitors, indirect competitors, and substitute competitors. Gather information on products, services, market reputation, and marketing tactics. Analyze and evaluate gaps and provide industry-standard
solutions
Heuristic Evaluation / Site Audits
Definition of
Severity Ratings
Heuristic evaluation is a technique used to evaluate the usability of a site or application. We examine the site using the following ten heuristics, which are rules of thumb for usable systems.
Captured heuristic issues and provided recommendations
Definition of
Severity Ratings
