Digital Transformation at a Global
Wealth Management Company

At Northern Trust, I led a one year project consolidating multiple web platforms into a single, unified Asset Management Platform. This platform streamlined operations, improve efficiency, and eliminate redundant data. Using a lean UX approach emphasizing rapid experimentation and user feedback, I collaborated with teams over 15+ sprints, conducted 10+ focus group sessions for insights, and used wireframes to quickly test designs with users.

My Mega Learning

Conducting focus group sessions and mastering design systems on Figma for pixel perfection

Team

UX Lead & UX Designer(me) +
asset managament team & software development team

From Research Methods

15+ Focus Group sessions with various teams to understand operational workflows

Performed user interviews with the core asset management team to gather insights

Analyzed guideline documents supplied by core asset management team

Held requirement-gathering meetings with the business management team

To Objectives

Implement complete automation to eliminate the need for external software like MS Excel.

Enhance system efficiency through a redesign of the information architecture.

Optimize data usage to minimize errors and prevent duplication.

Drive business impact by cutting resource costs and ensuring timely target achievement.

Process

Overcoming Challenges

Bridged Imagination Gap

Users relied on Excel sheets for task completion. As finance professionals new to the design process, they faced challenges in envisioning their requirements.

With Wireflows

Wireflows effectively bridged the imagination gap by providing clients with a visual representation of the proposed design, clarifying requirements and facilitating a shared understanding.

Solved collaboration issues

Users needed to collaborate with peers to fully grasp the existing workflow. These ongoing discussions led to frequent changes in requirements, which ultimately delayed the requirement gathering process.

With Lean UX

Lean UX addressed collaboration issues by fostering iterative design and feedback loops, ensuring that all stakeholder input was integrated promptly and efficiently.

Impact

✔ 500+ screens, insights from 15+ focus groups.

✔ Enhancing efficiency and client satisfaction.