Recognia - Trading Central
Recognia applies sophisticated pattern recognition and quantitative analysis algorithms to publicly traded financial instruments
(stocks, commodities, currencies, etc.).
Recognia has built-out a Software-as-a-Service infrastructure with the stated intent of continuously analyzing every publicly traded instrument in the world.
They service over 40 leading financial firms across the globe.
(stocks, commodities, currencies, etc.).
Recognia has built-out a Software-as-a-Service infrastructure with the stated intent of continuously analyzing every publicly traded instrument in the world.
They service over 40 leading financial firms across the globe.
MY ROLE
SENIOR UX DESIGNER - FEATURED IDEAS
Worked with the Director of User Insights and Analytics, along with other Developers, Information Architects, Mathematicians, QA Professionals, Sales, and Marketing teams.
Collaborate to design dashboard, navigation structures and other assets contributing to Recognia's Featured Ideas concepts, designs, product implementation and public rollout.
Communicated regularly with cross-functional team on all information obtained from observational studies, usability testing, client advisory workshops and other customer research initiatives.
Worked with the Director of User Insights and Analytics, along with other Developers, Information Architects, Mathematicians, QA Professionals, Sales, and Marketing teams.
Collaborate to design dashboard, navigation structures and other assets contributing to Recognia's Featured Ideas concepts, designs, product implementation and public rollout.
Communicated regularly with cross-functional team on all information obtained from observational studies, usability testing, client advisory workshops and other customer research initiatives.
Customer Insights & Ideation
I partnered with product manager, sales, marketing, and developers to uncover insights and translate concepts into features to address user workflows, jobs to be done and sentiments gathered from users and partners.
Workshop Facilitation
Collaborated with internal teams and external consultants to workshop user experiences across user types and conceptualize design ideas to find pain point, user delight and identify opportunities for improvements.
Design Execution & Validation
I designed for Desktop, Laptop, Tablets and Mobile friends devices. I executed journeys, wireframes, prototypes and design specs inline with the evolving products and services.
THE CHALLENGE
How do we bring our users into One View Banking so they can see and manage their finances and future goals across our products and services?
There are retail banking services, investment banking, wealth management, online trading and retirement planning.
Each customer have different needs, but most will use multiple features so the experience need to be consistent and seamless, where possible, to delight the users and encourage them to try other services.
There are retail banking services, investment banking, wealth management, online trading and retirement planning.
Each customer have different needs, but most will use multiple features so the experience need to be consistent and seamless, where possible, to delight the users and encourage them to try other services.
Partnering with the Information Architects and Development teams
to dig deeper into limitations and opportunities to help guide design decisions.
THE APPROACH
I started of with a beer, a couple pens, some reference books, and some napkins. By sketching out several ideas while considering the complexities that surround the stock market and trading process.
I incorporated foundational design principles, dashboard presentation principles and mental models on how people think and make decisions, psychologically.
I incorporated foundational design principles, dashboard presentation principles and mental models on how people think and make decisions, psychologically.
CUSTOMER INSIGHTS
A/B TESTING
Using various methods of A/B testing to gather feedback from users at all levels of trading experience. This involve many sessions and iteration in the design concepts.
USER PERSONAS
COLLABORATIVE DESIGN
INCLUDE EVERYONE
Working with team members from all aspects of the product lifecycle to gain insights and generate ideas, as all members of the team can have different perspective and knowledge around Data Design, Architecture, API Implementation, Third-Party reliance or even what they have learned from the Support Teams and Support Tickets.
This makes sure everyone has a say and we can uncover potential room for improvements on a broad scale.
This makes sure everyone has a say and we can uncover potential room for improvements on a broad scale.
In addition, I created a "Feedback Wall" where anyone within the team can leave their feedback on design concepts whenever they feel. I would review these everyday and take note of every suggestion or concerns.
THE PROCESS
INCLUDE EVERYONE
From user flows, wireframes, and multiple design concepts, to making sure accessibility for color blindness was considered and staying in line with our selected Bootstrap UI framework. An ongoing iterative process trial and error to test and find the best possible solutions.
TABLET FIRST
The initial idea, based on feedback from our user was that they preferred to use desktops and tablets over mobile devices. So we went with a tablet first approach while making sure the whole application was also naturally accessible on desktops as well.
THE OUTCOME
EXECUTING ON DIGITAL OPPORTUNITIES
WHITE LABELING
USED BY THE BEST IN THE INDUSTRY
ONE DESIGN, MANY OUTLETS
AWARDS - and still winning...
A Lasting Design
Even after several years, my design still resonates across the brokerage industry.
Which is a beautiful and fulfilling thing to see.
Even after several years, my design still resonates across the brokerage industry.
Which is a beautiful and fulfilling thing to see.
THE EXPERIENCE - To be continued
Recognia® has joined the Trading Central group.
Trading Central® has been successfully supporting investment decisions through innovation since 1999. Through the years, they’ve expanded to become a global market solution provider, and welcomed Recognia's insightful analytics to the group.
Insights across technical, fundamental, economic, sentiment & news proven to acquire & engage.
Trading Central® has been successfully supporting investment decisions through innovation since 1999. Through the years, they’ve expanded to become a global market solution provider, and welcomed Recognia's insightful analytics to the group.
Insights across technical, fundamental, economic, sentiment & news proven to acquire & engage.
