Role UI Designer · UX Writer
Deliverables High-fidelity Prototypes
Timeframe 2 months
Liquidity sales teams had no digital solution to automate the presentation of liquid asset holdings and streamline customer engagements. Frustrated sales representatives bogged down by manual processes used individual workarounds to communicate affected customers who experienced slow turnaround times and inconsistent communication styles.
“How do we enable our sales representatives build stronger customer relationships and work more efficiently?”
Interviews with stakeholders and liquidity sales representatives surfaced user pain points, goals, and motivations. From these insights, users cited Microsoft Office as a popular tool, which became the basis of the platform.
I based the platform’s taxonomy and interactions on standard Windows conventions to reduce the learning curve. I grouped similar functions in the software's toolbar and integrated visual feedback to inform users of what is happening as they complete tasks.
The JPMorgan SmartRetirement series of target-date funds provide access to a time-tested process in an all-in-one diversified investment designed to meet your retirement goals. The program was newly launched and required a desktop-to-mobile experience while JPMorgan underwent a digital identity redesign.
We tested the Liquid Asset platform with liquidity sales associates to ensure usability and intuitiveness. Though this effort primarily focused on UAT, we learned about a few usability issues that we fixed:
The software tested positively among user testers, who reported a clean, easy, and intuitive interface that improved turnaround time, streamlined customer engagements, and automated an otherwise manual process.