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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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