2024
Investment Portal
Services
Creative Direction, Visual Design, Journey Mapping, Design System Implementation, Cross-Functional Collaboration
Client
Cogence
Sector
Fintech
Curated Content Hub for Financial Advisors
UI/UX Design
Financial Technology
User-Centered Design
Content Hub
B2B
Overview
As part of a redesign initiative for an investment portal, I creayed the Insights feature, a curated content hub aimed at empowering financial advisors with the latest market trends, platform updates, and educational materials. This feature was designed to make it easier for advisors to stay informed and provide high-value guidance to clients, while aligning with a newly standardised design system that improved cohesion and efficiency across the platform.
Key feature // 1
Content Hub
Consolidates video, audio, and article content into a single, easy-to-navigate interface. Advisors can quickly discover insights relevant to market trends, platform updates, and professional development. The design prioritises readability, discoverability, and usability, while downloadable content ensures offline access. By centralising content in a sleek, modern UI, the feature improves engagement and supports advisors in delivering timely, informed advice.
Key feature // 2
Design System Alignment & Usability Enhancements
Overcame challenges with legacy design files and an inconsistent design system by establishing a fresh, standardised component library. Iterative collaboration with business, marketing, and development teams ensured the feature aligned with both brand guidelines and user needs. Usability improvements such as filters, content previews, and phased content rollout allowed advisors to engage with relevant information efficiently, reducing friction and improving workflow.
Results
Curated, accessible, and actionable insights for smarter advisory decisions.
By focusing on a personalized user experience, the homepage has become a more engaging, relevant, and productive entry point that successfully guides users through an experience that feels uniquely theirs.
+65%
Faster Content Access
Advisors can locate cotent updates quickly, reducing time spent searching and improving workflow efficiency.
+70%
Increase in Content Relevance
Standardised components streamline future updates, reduce design/development time.
+45%
Boost in Engagement
Interactive previews, filters, and download options encourage regular platform use, keeping advisors consistently informed.
Conclusion
The Insights feature reinforced the value of centralised, user-focused content hubs in B2B fintech platforms. By combining a clean, modern interface with a standardised design system, advisors can access critical market information efficiently, improving engagement and advisory effectiveness. This project strengthened my ability to design scalable, high-value features that meet both user needs and business objectives in complex digital environments.
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