How might we simplify financial data for finance peoples
We redesigned the financial dashboard to make company information, stock data, & analysis tools more accessible, user-friendly, for investors, analysts, and businesses
Timeline
March 2024 - Current
Role
UI/UX designer
Type
Redesign
This is one of the in-house project which I'm currently working in CMOTS & due to NDA I can't share much information about it but psst.. this is a internal software for major financial institutions and large investors.
Visit Website : https://alpha.capitaline.com/
About
We’re redesigning a powerful financial dashboard that makes it easier for investors, analysts, and professionals to access in-depth company and market insights. From historical financial data and stock quotes to corporate announcements and news, everything is in one place.
With intuitive search and analytical tools, users can explore companies based on key financial and qualitative factors. Customizable models, Excel add-ins, and technical charting help turn complex data into meaningful way so that users can easily understand it.
Roles
Developers : Rakesh Rathod, Pranav Patil, Riya Shukla, Darshan Chawda, Prathamesh
Designers: Ansuman Mishra
Why redesign ?
The current financial dashboard may have usability challenges, outdated design, or inefficient workflows that make it harder for users to access and analyze data seamlessly. A redesign ensures:
Better User Experience – Simplifies navigation and improves accessibility for investors, analysts, and professionals.
Enhanced Data Visualization – Presents complex financial insights in a clear, interactive, and intuitive way.
Faster Decision-Making – Optimizes workflows with advanced filtering, comparison tools, and customizable models.
Mobile & Responsive Design – Ensures a seamless experience across devices.
Scalability & Future Growth – Adapts to new financial trends, data integrations, and evolving user needs.
Problem Statement
How might we simplify data access, improve usability, and provide actionable insights through a clear, intuitive, and efficient financial dashboard?
Who is the user?
As a UI/UX designer, prioritizing and deprioritizing features is crucial when building an MVP. I identified key features that users need and focused on providing these features at a basic level to gather feedback, validate usability, and refine the experience for future iterations.
I can't share more info about the project. Thank you :)
