Asset Management
Senior UX Designer
Research Platform
Global Internal team
Designing a centralized enterprise platform bringing together market news, research insights, podcasts, and financial intelligence from multiple internal and paid external sources.
PROJECT OVERVIEW
Consolidating fragmented research tools into one unified experience.
The platform was designed for portfolio managers, directors, and senior investment teams to securely search financial products including ETFs, fixed income, multi-assets, and global equities while supporting portfolio analysis and client recommendation workflows.
THE CHALLENGE
Users relied on multiple legacy systems and external subscriptions to gather market insights, creating fragmented workflows, duplicated effort, and inconsistent access to research information.
01
Research sources existed across multiple disconnected systems
02
Users struggled to find relevant content efficiently
03
Legacy platforms created inconsistent navigation experiences
04
Different teams consumed content in different ways
USER RESEARCH
Conducted interviews with internal users to identify pain points in research workflows, understand content discovery behaviors, and evaluate gaps across legacy applications.
Interview Session
Spoke with investment professionals across multiple business units and regions.
Workflow Analysis
Mapped product search, comparison, and client preparation journeys.
Usability Validation
Tested navigation clarity and dashboard readability iteratively.
UX STRATEGY
Synthesized user research findings and legacy system analysis to identify overlapping workflows, navigation patterns, and content structures.
Designed simplified user flows helping teams search, browse, and consume research content more efficiently across articles, podcasts, and financial news.
Structured the platform around centralized discovery, scalable content categorization, and reusable interaction patterns.
DESIGN SOLUTION
Unified Content Discovery
Combined multiple research sources into a single searchable and structured experience.
Simplified Navigation
Redesigned information architecture to reduce friction across content exploration workflows.
Scalable Content Framework
Created reusable patterns supporting articles, podcasts, research insights, and news feeds.
OUTCOME
Created a unified enterprise platform that consolidated fragmented research sources into a centralized experience, improving content discoverability and supporting more efficient market intelligence workflows across teams.
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