Industry
FinTech
Client
CIBC Investor's Edge
Duration
8 months
Role
UX Designer
Redesigned the landing page with enhanced capabilities, intuitive navigation, and tailored user segmentation, creating a more immersive investment snapshot experience for clients across experience levels—from new to advanced investors.
Personalized experiences
Develop user segmentation logic to deliver tailored experiences that better align with clients’ needs, behaviours, and investing goals.
Real time insights
Design an real time balance chart and and define interactions to visualize trends, present data and help clients get quick snapshots and insights of their account performance.
Intuitive navigation
Develop clear and accessible interaction targets and labels, and establish meaningful cross-links between related pages to support intuitive navigation and reduce cognitive load.
How I work
An AI involved approach deviated from double diamond design model, a collaborative approach focuses on requirement refinement, stakeholder involvement and working team alignment
01 / 04
Discover client pain points, user journey and client segmentation to help the product team prioritize features and strategize.