⦾ Luxury wealth management/ Interactive economic dashboard
A luxury wealth management firm approached our team at a design consultancy to refresh their marketing website.
I was specifically tasked with analysing and redesigning an ecomonic advisory tool on the website that financial advisors used to communicate the firm’s economic strategy to both new and existing clients. I explored the design through an analytical and exploratory process, incoporating secondary research to inform my choices with evidence, along with a dive into macroeconomics to understand context.
The final result was successfully pushed live, and even landed me an informal job offer as a portfolio manager.
⦾ Analysis of the tool today
The metaphor of speedometer-like gauges arranged in an array offer meaningful connections between the state of an economic marker (e.g. unemployment rate in the US), and what that means for investment (e.g. red = bad, don't invest).
I broke down the information and the design in this way to understand how and what this experience communciated.
⦾ Information architecture optimisation
To streamline the experience, I arranged all the information into a new hierarchically designed system. By mapping depth and complexity of information to a system of drill-down interactions, I created a new architecture flexible enough to serve a wide range of users.
⦾ Economics research, competitive analysis
Armed with a frame of reference, I looked for ways to make the data immersive. I looked at competitors sites to find examples of interactive infographics, the math behind economic forescasts, as well as sourcing other robust interactive web experiences in general.
I derived customer insights by speaking to Sales and Advisory departments.
⦾ Data vizualization explorations
⦾ Final result
Although I presented a variety of visualisation metaphors to the client, who decided to stick with the existing metaphor of speedometer, my main recommendation of consolidating and streamlining the information architecture was received well. So well, in fact, that the CEO offered me a job. I politely declined, but took it as a win.
Portfolio managers, analysts, and c-suite executives alike were all delighted by the refresh, and this part of the project was used as leverage to win further work with the
The client’s engineering team developed and pushed it live pretty quickly, where it continues to drive acquisition and conversion.