When feedback
is more important than data
is more important than data
Figma
Investment tools for wealthy clients
and their personal managers
and their personal managers
Sber
Back
Process
The manager receives a task
The manager contacts the client and schedules a meeting at the office
The manager and the client meet in the office
As part of the overall plan, they discuss the client’s investments
Problem:
The portfolio only shows the final draft — there’s no single path that explains why specific instruments were included.
The mechanics of the “current” and “new” portfolios are also unclear.
The portfolio only shows the final draft — there’s no single path that explains why specific instruments were included.
The mechanics of the “current” and “new” portfolios are also unclear.
before
How I Redesigned
the Portfolio and Why
the Portfolio and Why
Case 1
What I designed:
Clients see both current and target portfolios with key metrics. The target portfolio is built together during the meeting using my platform
Clients see both current and target portfolios with key metrics. The target portfolio is built together during the meeting using my platform
after
Problem:
The investment product catalog existed, but it didn’t reflect the actual workflow of the client manager.
As a result, the manager used the search function more often than the catalog.
The investment product catalog existed, but it didn’t reflect the actual workflow of the client manager.
As a result, the manager used the search function more often than the catalog.
before
after
How I Redesigned
the Portfolio and Why
the Portfolio and Why
Case 2
What I designed:
We changed the workflow: first, the user needs to decide which asset classes are needed (this is done on the previous portfolio screens), and only then choose the “wrapper” they’ll be held in.
We changed the workflow: first, the user needs to decide which asset classes are needed (this is done on the previous portfolio screens), and only then choose the “wrapper” they’ll be held in.
