An updated investment planning tool for Northern Trust
Design Lead | Oct 2019 - Aug 2020
Redesigning the investment planning portal for users by creating a simple, intuitive user flow that empower investors to make the right investment decisions for their personal needs.
Context
Northern Trust purchased an investment planning portal called Emotomy to rebrand as their own and provide to their customer base. Emotomy’s interface was deemed confusing by users and needed product to reimagine the user experience from the ground up.
Before addressing the user experience, we first needed to conduct a heuristic analysis of some of the design patterns. We made recommendations throughout the app for improving the UI, which were much needed recommendations.
After that, we created both mobile and web designs, keeping the product and business outcomes in mind. We worked closely with stakeholders to align on direction, then put mocks in front of existing users for testing.
The testing synthesis was well received and gave us great insights on how to iterate and move forward.
A lot of consideration went into aiding the user in understanding the complex world of finance.
The output was a simple, intuitive, and clutter free workflow where users can easily input their information and receive a portfolio match that best suits their needs.
A visual overhaul of Northern Trust’s investment portfolio
Design Lead | Aug 2020 - Mar 2021
Redesigning the individual investment portfolio screen as part of the user’s investment planning flow.
Context
Northern Trust acquired an investment planning portal called Emotomy, with plans to rebrand it and offer it to their customers. A key feature of the tool matches investors to a personalized investment vehicle based on their needs, but the existing screens were clunky and difficult to digest.
Our team was tasked with modernizing the look and feel, while also evaluating and refining the information presented to users.
As part of this process, we took a deep dive into the current investor experience to better understand how users manage their portfolios. We created journey maps, site maps, and affinity diagrams to help us uncover pain points and determine the best approach to solving this design challenge.
User testing revealed key pain points investors faced when managing their investments.
A few screens from the updated mobile experience.
A few screens from the updated web experience.
Results and key metrics not shown due to client NDA.