Fractured models, confusing processes, and conflicts between systems resulted in missed transactions and million dollar mistakes.
ABOUT THE ORG
Morgan Stanley is a financial company managing 1.3 trillion assets across institutional securities, wealth management, and investment management. They operate in 42 countries, with over 1300 offices and 60,000 employees.
Director of UX for investment management. Managed cross-team collaboration, industry compliance, created product experience for an industry-regulated portfolio management suite, and introduce design thinking.
Reduced cognitive load in dynamic environments.
Improved trading flow and financial accuracy.
Adoption of design process culturally.
Investment and portfolio management suite to help asset managers and sales teams model and trade fixed income assets within a single platform to replace and consolidate the functionality of Excel, Bloomberg, and custom internal tools.
Designed with asset managers and traders to reduce cognitive load and help them make better portfolio decisions. Cross-references financial data from various sources, and calculates multiple potential futures.
Consensus-building was critical to this platform’s success. Created foundational design process and design system. User research with trading teams, interviews and follow-ups.
Working with the same software for extended periods of time can create muscle memory with familiar keystrokes. To ensure that this new suite was easy-to-use, I put together a matrix of every keyboard shortcut for every piece of software the division was presently using. This included Bloomberg terminal, Excel, Moodys, internal programs, and calendar software.
Where shortcuts were the same across all the different systems,they were incorporated into the portfolio and matched as close as possible to both the intention of the shortcut’s action, and the keystroke of the shortcut.
A page of the keyboard shortcuts with supporting actions and was provided to each user on launch to help them feel more familiar and confident with the new system.