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End-to-end Design of an All-in-one B2B SaaS Platform for MFDs & RIAs

Product

Comprehensive platform for Mutual Fund industry professionals to manage their day-to-day activities

Platform
Web App

Timeline
November 2022 to November 2023*

Role
Lead Designer

Deliverables
UX Research

UX/UI Design
Design System


The Approach

Uncover unmet user needs

Uncover unmet needs of users through Primary and Secondary Research to gain competitive edge

Right tools and methods

Employ appropriate tools and methods to simplify project complexity and efficiently address its extensive scope

Design, test, iterate

Since the platform is technical, user-testing is a must to de-risk incorporated features

Beautiful photomechanical prints of White Irises (1887-1897) by Ogawa Kazumasa. Original from The Rijksmuseum.

White Irises

Ogawa Kazumasa

Cherry Blossom

Ogawa Kazumasa

Beautiful photomechanical prints of Cherry Blossom (1887-1897) by Ogawa Kazumasa. Original from The Rijksmuseum.
Close-up, abstract view of architecture.

Open Spaces

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It’s optimizing for the business as well as for the clients

– Molière