Project Overview
Product Description: Investor Center is a self-service platform by CPU, designed to empower individual investors by providing them with direct access to their holdings and transactions. It offers a comprehensive suite of tools for managing investments, including the ability to view portfolio summaries, track performance, manage dividends, and update personal information.
Challenge: Deliver designs that address user needs for accessing historical data while ensuring the redesign aligns with the overall product’s aesthetic. The goal was to create a seamless experience that enhances functionality without detracting from the existing features.
Timeframe: 1 Month
Tools: Figma & Azure
I. Research
Stakeholder Interviews
Objective:
To gather comprehensive insights from key stakeholders—including the Product Owner, Business Analyst, and Developers—to understand the accumulated user needs and pain points over time. This research aimed to inform the redesign process by ensuring that the new design would effectively address historical user feedback and align with the overall product goals.
Key Insights:
Users expressed a strong desire for comprehensive access to historical data, highlighting the limitations of the current functionality and pushing for enhancements that would provide a more extensive and detailed view of their investment history.
Users wanted consistent search and filtering functionality across the site, advocating for the same advanced features present in other parts of the website to be integrated into this particular feature.
II. Design
Before & After [Main Site]
Enhancement process
Microsite Version
Key Takeaways
The redesign was deeply informed by insights from key stakeholders, ensuring that the final design addressed long-standing user needs and aligned with broader product goals.
Efforts were made to align the search and filtering functionality with other parts of the website, creating a seamless and consistent user experience across the platform.