I led design on a platform to empower banking clients, such as large investment firms and pension funds, with actionable insights and thoughtful views into their data through a delightful experience that accommodates the full range of infrequent and advanced users.
The experience prioritized the customization of data inquiries and reports, automatic scheduling, and searching across multiple databases and massive troves of data.
The final product featured elegant tables, seamless filtering, and intuitive data visualization. The ability to create custom queries, schedule data downloads, and seamlessly share their findings allowed users to significantly reduce the time they spent searching for and gathering data and more time analyzing it.
