Finomial develops a platform that brings fund administrators, fund managers and investors together. I was hired to improve usability and create a consumer-ready product, focusing on the most minute details of a user’s path. The first priority was to take a step back and rethink the user flow. The plethora of categories, documents and status types required a new organization system so users could find what they needed quickly and efficiently.
On top of these hard requirements, the overall design needed to reflect the trust, forward-thinking, and brand confidence lacking in the original. All of this was achieved while keeping most of the backend from major (ie, costly) renovation. Along with the UI design, a set of easy-to-read style guides were written to assist developers and product managers.
