Seeing Money Possibilities to Invest & Plan

The Problem:

Investors had no way to visualize their potential future earnings within the platform. Without a forward-looking income tool, users were making buy/sell decisions without understanding how their holdings could perform over the next year, leaving the bank unable to compete with third-party tools that already offered this capability.

The Solution:

Designed an income projection tool that gives investors a breakdown of their potential monthly earnings for the next 365 days, surfacing both actual and directional future income across all breakpoints.

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The Client: Big 4 Canadian Bank [kept anonymous by client request]

My Role: Primary UX Designer | Agency | Team of 4 designers, dev lead, data lead, QA, product owners

Structured the project across 3 phases: MVP to final ideal state

Built responsive from the start, with mobile breakpoints incorporated into every phase

Initiated project with collaborative Lean UX process to establish shared OKR’s across teams

Predictive Investing Tools

Client Confidence & Satisfaction

Data Management

Process Snapshot

A user-initiated design project that went from concept to approved design and active development, structured in three phases with dev actively building Phase 2 at hand-off.

  • The idea originated from a real user signal, a user had requested this tool on Reddit. Combined with consistent client feedback requesting more educational tools to learn from their trading activity, indicating a missed opportunity for the client’s platform. Competitors were already offering this capability, making it a retention and acquisition gap.

    Key Principles

    • Structure a three-phase delivery to ship value incrementally rather than waiting for a perfect full-feature launch

    • Compatibility with existing platform tools (DQ data, screeners) to create a system of complimentary tools

    • Consider mobile-responsive from the beginning

    • Balanced forward-looking data (directional income) with actual holdings data to serve both confident and cautious investors

  • Client’s Pain Point: A feature on the bank’s website was often overlooked by users and underutilized.


    Trader’s Pain Point: Investors did not find the personalized events applicable enough nor did it provide clear direction for the users. Some users express that its useful information if looked at but they often don’t because of the events’ location.

  • Roles & Responsibilities:

    • Concept development & Lean UX documentation: Authored the project brief, defined the three-phase delivery structure, aligned business outcomes, and presented the roadmap to stakeholders

    • Phase 1 design: MVP experience showing basic income projection with a security row, bar chart visualization, and summary metrics across desktop and mobile

    • Phase 2 design: Expanded security rows with contextual financial data pulled from the Detailed Quote page, giving users richer per-holding insight without leaving the tool

    • Phase 3 design: Screener integration to surface new securities aligned to the investor's income goals, adding a discovery layer to what started as a monitoring tool

    • Prototype creation: Built desktop and mobile prototypes showcasing Phase 3 implementations for stakeholder presentations, including interactive bar charts on desktop

    • Cross-functional coordination: Worked directly with dev and data teams through design and data sign-off; dev was actively building Phase 2 at the time of hand-off

  • Design and data sign-off were completed across all three phases. Development was actively building Phase 2 at handoff, with Phase 3 paused pending user feedback from the Phase 2 launch. The tool addressed a documented competitor gap and a real user need identified through organic client feedback — moving the platform meaningfully beyond execution-only territory.

    Successfully Delivered:

    • Designs fully completed and approved by a Big 4 Canadian bank after three previous iterations were halted

    • Successfully maintained design continuity and strategic direction across multiple project restarts and stakeholder changes

    • Delivered a unified IA system covering the full scope of the bank's research platform, consolidating fragmented pages and tools into a single coherent framework

    • All design work validated against and compliant with the bank's updated brand guidelines

    • Project addressed three explicit business objectives: service discoverability, investor engagement, and contextual decision support

A total of 6 user flows were created to consider all potential user mental models when accessing, using and taking actions from the tool.

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Influencing Strategy

“Every detail was thoughtfully executed. We're thrilled with the outcome.”