Senior UX Designer / Architect (Financial)
AT EdJones we broke down the psychology behind the users behavior and solved problems from a UX perspective. This was done using weeks of research with our internal researchers and utilized all lines of business with complex challenging questions and workflows.
Strategy was executed with business and plan was identified before conceptual collaboration was executed.
Conceptual Collaboration with research teams
Forecasting was implemented with “Strategy” team as we took deep dives into user flows for comprehensive analysis to follow the users psychological interpretation on what their needs were depending on (Joint Venture) or (Financial advisors) on the profit and Loss team.
Persona Templates created for Strategy/Business JV & RTP
Persona’s were created to help the team better understand our users needs. Again, breaking down “behavior” from a psychological standpoint.
Building Components from Axiom Libraries
Based on user feedback and UX Research taken down from Axiom component libraries
Breaking down each component adding a better experience for each specific users needs based on their flow either for Joint Venture or Profit and Loss, building the estimator tools for their overall profitability.
RTP Estimator Tool - UX Prototyping
Utilizing Figma cross collaboration we presented to business strategy with functioning Prototype to support ask from leadership.
Using Figma custom built templates, with Prototyping for Shareholders and Business Presentation “walk throughs”
UX Methodology applied to outdated pages
Intranet - Redesign - AI integration
Jones Link is an international intranet for searching all lines of business “internally” Ultimate goal is to integrate (AI) “super search” tool to make it easier for the user, bringing SEO (floated to the top) of results page, hours of research with 5-12 internal branch employees and colleagues spread over the course of 2-4 weeks on Webex/Zoom virtual calls with financial UX team and shareholders.
Ultimately I found the users were all using SEARCH bar for their research. I took out all other components and lead with a new SUPER SEARCH feature. This is bringing AI integration into the search feature by pulling much more into one place in the financial realm. (currently In progress)
