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user experience and information design
 click to view at proper scale |  Legacy systemChime 1.0 was an investment bank’s powerful, monolithic app that took up a lot of screen space |
|---|---|
 Chime 2Compact, expandable tool for all Sales and Research client communications |  SearchTabbed search results match the selected panel view |
 Panel ViewsPanel side bar provides navigation to the main areas: Clients , Contacts and Lists |  Panel Drill DownSelect a client and panel left-slides to show all contacts that work there |
 ContactsClick on contact’s name opens expandable card |  Contact CardUsers found that updating contact data occurred most often during interactions |
 ListsLists are the central switch- board connecting all research and marketing communication to investment customers |  List CreationLists are most commonly created by copy and paste or bulk-uploading files |
 List SharingList are the currency leaders use to guide their teams |  List CloningReplicating and repurposing lists are the second most common practice |
 Research TagsA contact's research consumption translates into tags that can be used to identify target marketing opportunities |  CRM Data ElementsMore about MiFID and service Tiers |
AN INVESTMENT BANKING
CRM SYSTEM
This project involved refactoring a legacy CRM platform (which I also worked on) into a set of compact, modular components (discrete applications) using the company's design system. Presented here is the central client contact 'hub' that tied these modules together.
The key focus was to unify desktop and mobile formats that expand to show more information based on context and user needs (eg: prepare for or field a call, capture and share notes, define interest groups by multiple criteria for targeted marketing, and tracking research consumption).
Which dovetails nicely with a related project I handled: an update (and extension) to the subscription tools in bank's legacy research portal.
See below
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