Background

The Financial Spreading Application transforms raw financial data from multiple external sources into a structured format that aligns with Deutsche Bank's credit assessment standards. This facilitates detailed analysis and risk evaluation.

Problems

The current process is fragmented, requiring multiple external applications and offline workflows, leading to inefficiencies, delays, and user frustration.

Manual data handling increases the risk of errors and inconsistencies.

Mapping counterparties to financial data is a lengthy and tedious manual process that slows down the workflow.

Process

Designed the financial spreading application from the ground up as the sole UX designer. Collaborated closely with users, business analysts, developers, and data scientists to transform complex, data-heavy information into an intuitive and user-friendly interface.

Conducted user and stakeholder interviews to gather requirements, and understand business goals and key pain points

Analysed users' workflows by observing their current processes to uncover pain points and inefficiencies, identifying opportunities for improvement and optimisation.

Mapped out the existing journey to identify opportunities for improvement and defined the target journey to align project goals with stakeholder and user needs.

Refined and validated hypotheses through advanced prototypes and usability testing, ensuring the solution effectively met user needs and addressed key pain points.4o

Created detailed annotations for mockups and prototypes, highlighting key interaction points and edge cases to provide clear, comprehensive design documentation for seamless handover to developers.

Background

Traditionally, credit risk has been evaluated based primarily on financial metrics and historical performance. However, the growing awareness of ESG issues has highlighted how non-financial factors can significantly impact a company's ability to meet its financial obligations.ESG risks can affect key areas such as company ratings, credit limits, lending decisions etc. With the introduction of ESG data into GCRS (Global Credit Risk System), we aim to help users make more informed and responsible decisions by providing greater insight into how ESG factors impact the counterparties they manage.

Problems

ESG data was not integrated into GCRS, leaving users without direct access to critical information.

Regulatory requirements around ESG reporting created pressure to ensure compliance, highlighting the need for a centralised solution to stay ahead of demands.

Retrieving data required a manual, offline process, where Credit Officers relied on others to extract information from PDF reports, causing inefficiencies and delays.

Process

Led the design of the ESG program, collaborating with external SMEs from Accenture and TCS and in-house developers to enhance decision-making for Credit Officers.

Conducted user interviews to understand current workflows, identify inefficiencies in accessing ESG data, and uncover opportunities for improvement.

Performed competitive benchmarking by researching and analysing the design patterns, features, and user experiences of similar products to identify best practices, trends, and opportunities for improvement. Referenced books and online resources to learn about best practices in designing dashboards and data visualisations.

Engaged with users throughout the design process, gathering feedback to create the Nature Risk Dashboard, Transition Risk Dashboard, and Net Zero Pathway Dashboard, ensuring they met user needs.

Annotated mockups and prototypes in detail, covering key interaction points and edge cases to ensure clarity and comprehensive design documentation.

Worked closely with UI developers during the implementation phase to address technical limitations, resolve challenges, and ensure smooth and accurate delivery.

Background

CRT held data that was highly relevant to Hedge Fund Managers, but access to GCRS was limited, and there was no user-friendly interface to easily retrieve this information. As a result, Hedge Fund Managers had to request data via email from Portfolio Managers, who would manually gather the information from various sections of GCRS and then send it back. This process was inefficient, time-consuming, and not suited to the fast-paced, real-time decision-making required in Hedge Fund operations. Recognising this gap, Hedge Fund Managers expressed the need for a dashboard that would provide real-time visibility into key performance indicators and metrics essential for managing Hedge Fund operations efficiently.

Role

I collaborated with the Head of UX/UI, users, and developers to design a new dashboard with unique interactions not previously available in GCRS. My responsibilities included interaction and UI design, where I created high-fidelity prototypes to communicate complex interactions, aiding user understanding and reducing development time. Prototypes were also used for usability testing, incorporating direct user feedback to ensure the dashboard met real-world needs.

Background

Italian SME (Italian Small to Medium Enterprise) System is an orchestration system tightly integrated with 30+ Italian local systems, allowing Credit Officers to conduct Rating Analysis and Credit Approval for Italian clients. With Adobe ending support for Flash, the existing ISME framework (Flex) was no longer viable, posing significant operational risks. The business decided to build and redesign the platform from the ground up using the latest technology.

Role

I led the UX/UI design for the new ISME platform, overseeing and guiding two UX designers. I collaborated closely with users, business analysts, and developers. Instead of merely migrating the old design, I undertook a complete redesign to improve usability and findability, addressing the pain points and unmet needs of over 200 Credit Officers in Italy.