ii Dashboard & Investor Insights

ii Dashboard & Investor Insights

ii Dashboard & Investor Insights

ROLE:

ROLE:

ROLE:

UX RESEARCH & UI / UX DESIGN

UX RESEARCH & UI / UX DESIGN

UX RESEARCH & UI / UX DESIGN

CLIENT:

CLIENT:

CLIENT:

INTERACTIVE INVESTOR

INTERACTIVE INVESTOR

INTERACTIVE INVESTOR

DURATION:

DURATION:

DURATION:

8 MONTHS

8 MONTHS

8 MONTHS

about.

This eight-month intern project explored how personalisation could increase engagement across the Interactive Investor website and app. I led user research, design, and prototyping for our solutions which was a new personalised dashboard experience, and 'Investor Insights', a data-driven feature inspired by “Spotify Wrapped” for investments. The final solutions were fully prototyped and presented to the executive board, including the CEO.

challenge.

The brief was broad, requiring us to define what meaningful personalisation looked like for existing customers. As an intern, I coordinated user research which included a customer survey about customers current feelings surrounding personalisation as well as a preference test for the different layouts of the dashboard design. It was challenging to balance this project alongside my other ongoing work, to make sure we could meet the deadline I organised weekly meetings and set up a gantt chart to keep us on track and produce work to the best of our ability.

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results.

The solutions received strong positive feedback. The work helped shape future conversations around personalisation within interactive investor and also thoughts on how 'Investor Insights' could be implemented in the future. This project became one of my most impactful contributions during my placement, and lead to further conversations about the dashboard and research completed to help future changes to the existing dashboard.

testimonials.

The actual output and the designs were really top notch. On top of that, the way you guys presented was fantastic, seamless, engaging.

- Product Manager

The actual output and the designs were really top notch. On top of that, the way you guys presented was fantastic, seamless, engaging.

- Product Manager

The actual output and the designs were really top notch. On top of that, the way you guys presented was fantastic, seamless, engaging.

- Product Manager