Financial Projects

Financial UX, IA, Web

O ver past 3 years, I worked mostly on the UX solutions in Financial IT industry. Unlike other average service apps, financial products/platforms are vast and complex. It's more like designing a ecosystem of financial data, news, and analytics. Therefore, how to create a seamless, cohesive and effortless experience for our users is the most important thing on my plate.

selected projects

Market Watch Web

Created a new real-time application - Market Watch Web for easy manipulation of multiple financial data items.

FactSet Drive (Cloud)

Invented a new application crossed platforms that gives users ability to access financial information anywhere, anytime.

StreetAccount

Redesigned the "filter" system in StreetAccount that help users to accurately distill the crucial market data.

Others

House Estimates Report

Managed the massive data by creating the understandable data table and meaningful inforgrahpics

Financial reports Flags

Designed the Smart Notes for analyzing the change of financial data

Markets reports

Created a new way of adding custom identifier lists from scratch

Online Assistant

Redesigned the whole system of Help Center, including the IA of navigating and searching.

File Manager

Redesigned the entire File Manager system, providing solutions for permission, audit trail and user manager.

Rss News reader

Designed a way for uses to add, search and view the news content/feeds

Entitlements

Redefined the IA of Entitlements and created the new way of viewing the Exchange and News data

Contextual Help

Collected data and created the new pattern for contextual help across the whole system