Aether

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Role

Lead Product Designer


Time

10 Months

Team

+UXD

+UXR

About the Project

About the Project

About the Project

Powered by an AI Engine, Aether is a new platform that allows financial institutions to build active, alpha-generating investment strategies that are hyper customised for clients’ sustainability objectives.



( Challenge)

Asset investment using AI & ESG Data ( 50k Data points )

Overview: Design an intuitive user interface for Arabesque AI new platform that seamlessly integrates its vast capabilities into a coherent, user-friendly workflow. This interface should facilitate ease of customization, provide visual insights generated from AI-driven data, and highlight sustainability metrics in a way that is easily digestible for portfolio managers. The challenge also involves creating a dashboard that enables direct integration into existing portfolio management & execution systems. Consideration should be given to the diverse needs of portfolio managers, the vast datasets being handled, and the complexity of AI-driven insights. The end goal is to produce an interface that feels simple despite the platform's underlying complexity.

Powered by an AI Engine, Aether is a new platform that allows financial institutions to build active, alpha-generating investment strategies that are hyper customised for clients’ sustainability objectives.



( Challenge)

Asset investment using AI & ESG Data ( 50k Data points )

Overview: Design an intuitive user interface for Arabesque AI new platform that seamlessly integrates its vast capabilities into a coherent, user-friendly workflow. This interface should facilitate ease of customization, provide visual insights generated from AI-driven data, and highlight sustainability metrics in a way that is easily digestible for portfolio managers. The challenge also involves creating a dashboard that enables direct integration into existing portfolio management & execution systems. Consideration should be given to the diverse needs of portfolio managers, the vast datasets being handled, and the complexity of AI-driven insights. The end goal is to produce an interface that feels simple despite the platform's underlying complexity.

Powered by an AI Engine, Aether is a new platform that allows financial institutions to build active, alpha-generating investment strategies that are hyper customised for clients’ sustainability objectives.



( Challenge)

Asset investment using AI & ESG Data ( 50k Data points )

Overview: Design an intuitive user interface for Arabesque AI new platform that seamlessly integrates its vast capabilities into a coherent, user-friendly workflow. This interface should facilitate ease of customization, provide visual insights generated from AI-driven data, and highlight sustainability metrics in a way that is easily digestible for portfolio managers. The challenge also involves creating a dashboard that enables direct integration into existing portfolio management & execution systems. Consideration should be given to the diverse needs of portfolio managers, the vast datasets being handled, and the complexity of AI-driven insights. The end goal is to produce an interface that feels simple despite the platform's underlying complexity.

Research

In Depth Interviews with Portfolio Managers

Define

Define

Define

Manual data entry is tedious, and portfolio managers need better data filtration. Supervisors require a unified platform, as current tools are fragmented. There's reluctance toward AI suggestions due to clarity issues. ESG resources lack detailed insights, and advanced tools with notification systems for market changes are needed.

Primary Persona

Jake - The tech savvy Prtfolio Manager

Profile: 32 years old, comfortable with modern technology, manages multiple portfolios for younger clients.

  • Needs: Seamless integration between tools, AI insights that are transparent, mobile-responsive platform for on-the-go management.

  • Pain Points: Current tools aren't cohesive hesitates on AI-driven decisions due to lack of clarity.

Secondary Persona

Diana - The Experienced Financial Advisor:

Profile: 48 years old, has been in the industry for over 20 years, consults with high-net-worth individuals.

  • Needs: Effective visualization tools for risks/rewards, deep ESG customization, a system to keep up with regulations.

  • Pain Points: Feels overwhelmed with too much data, finds current ESG tools too generic.

Wireframe 1
Create Strategy

During the ideation stage, we developed initial frameworks and identified key components to create a strategy. This included addressing manual data entry, the need for unified platforms, and improved ESG insights

Wireframe 2
My Strategies

Wireframe 2
My Strategies

During the ideation stage, we created the page "My Strategie" and identified key components for strategy development. This included addressing manual data entry, the need for unified platforms, and improved ESG insights.

Final Designs

Final Designs

Final Designs

Streamlined Strategy Development, Enhanced

User Testing with Potential Clients

During a recent demonstration, key stakeholders and I presented our high-fidelity prototype to potential clients. The feedback was overwhelmingly positive, praising the sleek design, seamless user flow, and innovative solutions. We piqued the interest of two major Middle Eastern investment banks, both committing to partnerships. This validation underscores our product's potential and robust design approach.


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