A Data-Driven Revolution
A Data-Driven Revolution
With Intelligence (£400m valuation) provides data, intelligence, and connections for the asset management industry. As part of the platform, the Signals feature is designed to provide users with real-time updates on the latest news and activities of investors, service providers, and asset managers. These updates are critical in driving user engagement and renewal rates.
With Intelligence (£400m valuation) provides data, intelligence, and connections for the asset management industry. As part of the platform, the Signals feature is designed to provide users with real-time updates on the latest news and activities of investors, service providers, and asset managers. These updates are critical in driving user engagement and renewal rates.
With Intelligence (£400m valuation) provides data, intelligence, and connections for the asset management industry. As part of the platform, the Signals feature is designed to provide users with real-time updates on the latest news and activities of investors, service providers, and asset managers. These updates are critical in driving user engagement and renewal rates.
Key Results
Key Results
Key Results
Top institutional investors found themselves effectively matched with General Partners (GPs), streamlining the investment process
Top institutional investors found themselves effectively matched with General Partners (GPs), streamlining the investment process
Top institutional investors found themselves effectively matched with General Partners (GPs), streamlining the investment process
Our role
Our role
Our role
Full cycle User Experience to User Interface design
Full cycle User Experience to User Interface design
Full cycle User Experience to User Interface design
Timeline
Timeline
Timeline
1 month
1 month
1 month
The Problem
The Problem
Optimising Event and Award Information
Optimising Event and Award Information
The challenge is to present investors, asset managers, and service providers with useful information about events, awards, and other activities in a clear and easy-to-navigate format that encourages action. This requires effective categorisation and clear calls-to-action, as well as accurate technical implementation to ensure the information and links provided are useful and accurate.
There are more unsuccessful purchases than successful ones. We believe this could be changed.
In order to address this we will look at the following specific problems: Available Spend and Open Transaction limit Boost and Open banking.
Discovery
Discovery
UX Exploration -> Features
UX Exploration -> Features
We're keenly exploring the landscape of our competitors to understand where we stand. This insight will guide us in crafting an unparalleled user experience.
We're keenly exploring the landscape of our competitors to understand where we stand. This insight will guide us in crafting an unparalleled user experience.
Event & Signal Dashboard
Your hub for key details—Judges, Attendance, Topics, Speakers, Awards, and Post-Event Insights.
Categorization
Filter signals by Asset Classes, Topics, and Events for targeted insights.
Tags
Enhance event and signal relevancy with customizable tags.
Performance Card
Compare fund and index metrics with benchmark data at a glance.
Index Info
Monthly and YTD performance overviews for both individual funds and index averages.
Signal Awards
Showcases key metrics like fund, index, and difference for competitive or IR outreach.
Unpacking the Native UI Components
Unpacking the Native UI Components
We delve deep into the native UI components and functionalities within the Signals feature. We aim to dissect how the current UI elements contribute to or hinder the effective presentation of crucial updates to investors, asset managers, and service providers. Our focus is to improve categorisation, clarify calls-to-action, and ensure technical accuracy to present actionable insights in a user-friendly manner.
We delve deep into the native UI components and functionalities within the Signals feature. We aim to dissect how the current UI elements contribute to or hinder the effective presentation of crucial updates to investors, asset managers, and service providers. Our focus is to improve categorisation, clarify calls-to-action, and ensure technical accuracy to present actionable insights in a user-friendly manner.
Development
Development
Card behaviour
Basic Anatomy
Basic Anatomy
Text colour: Feather | Size: Caption 1, Bold
Text colour: Feather | Size: Caption 1, Bold
Text colour: Feather | Size: Caption 1, Bold
Chips from Design System
Chips from Design System
Chips from Design System
Primary Button from Design System
Primary Button from Design System
Primary Button from Design System
Special components
Basic Anatomy
Basic Anatomy
Grey holding box: Solid, 1px, CrystalBay
Grey holding box: Solid, 1px, CrystalBay
Grey holding box: Solid, 1px, CrystalBay
Icon carrier: Solid, 1px, CrystalBay
Icon carrier: Solid, 1px, CrystalBay
Icon carrier: Solid, 1px, CrystalBay
Icon separator: Solid, 1px, CrystalBay
Icon separator: Solid, 1px, CrystalBay
Icon separator: Solid, 1px, CrystalBay
Basic Anatomy
Basic Anatomy
Grey holding box: Solid, 1px, CrystalBay
Grey holding box: Solid, 1px, CrystalBay
Grey holding box: Solid, 1px, CrystalBay
Text carrier: Solid, 1px, CrystalBay
Text carrier: Solid, 1px, CrystalBay
Text carrier: Solid, 1px, CrystalBay
Cell holding box
Cell holding box
Cell holding box
Grey cell
Grey cell
Grey cell
White cell
White cell
White cell
Contact card
Contact card
Contact card
Events category
New event announcement
New event announcement
Upcoming event
Upcoming event
Upcoming event
Editor’s selection of attendee
Editor’s selection of attendee
Editor’s selection of attendee
New event listing
New event listing
New event listing
For articles
For articles
For articles
No CTA variant for signal bite event announcements
No CTA variant for signal bite event announcements
No CTA variant for signal bite event announcements
Content/Speaker Annoucements
Content/Speaker Annoucements
Specific topics from the agenda can be announced.
Specific topics from the agenda can be announced.
Specific topics from the agenda can be announced.
The same component works for speaker announcements too.
The same component works for speaker announcements too.
The same component works for speaker announcements too.
Awards category
New event announcement
New event announcement
Upcoming event tag
Upcoming event tag
Upcoming event tag
Zero attendees footer
Zero attendees footer
Zero attendees footer
Awards variant
Awards variant
Awards variant
Awards countdown
Awards countdown
Awards countdown
Nominee and winner announcements
Nominee and winner announcements
Funds: Un-authorised performance permission
Funds: Un-authorised performance permission
Funds: Un-authorised performance permission
Fund sub-title hyperlink
Fund sub-title hyperlink
Fund sub-title hyperlink
Funds: Authorised performance permissions
Funds: Authorised performance permissions
Funds: Authorised performance permissions
Fund title hyperlink
Fund title hyperlink
Fund title hyperlink
Hover: Fund performance stat
Hover: Fund performance stat
Hover: Fund performance stat
Hover: Index stat
Hover: Index stat
Hover: Index stat
Solution
Solution
Improvements in user engagement and satisfaction
Improvements in user engagement and satisfaction
The categorised and well-presented information about events, awards, and other activities related to investors, asset managers, and service providers has made it easier for users to find relevant and valuable information. This, in turn, has led to increased attendance at events and higher interest in asset managers and service providers.
The clear calls-to-action and easy navigation have also helped to drive desired actions, leading to more conversions and increased revenue. The technical implementation of event signals has ensured that the links and information are accurate and useful for users, providing a seamless experience.
Overall, the implementation of event signals has been a positive step towards improving user engagement and satisfaction, and we are confident that it will continue to drive positive outcomes in the future.
The categorised and well-presented information about events, awards, and other activities related to investors, asset managers, and service providers has made it easier for users to find relevant and valuable information. This, in turn, has led to increased attendance at events and higher interest in asset managers and service providers.
The clear calls-to-action and easy navigation have also helped to drive desired actions, leading to more conversions and increased revenue. The technical implementation of event signals has ensured that the links and information are accurate and useful for users, providing a seamless experience.
Overall, the implementation of event signals has been a positive step towards improving user engagement and satisfaction, and we are confident that it will continue to drive positive outcomes in the future.
The categorised and well-presented information about events, awards, and other activities related to investors, asset managers, and service providers has made it easier for users to find relevant and valuable information. This, in turn, has led to increased attendance at events and higher interest in asset managers and service providers.
The clear calls-to-action and easy navigation have also helped to drive desired actions, leading to more conversions and increased revenue. The technical implementation of event signals has ensured that the links and information are accurate and useful for users, providing a seamless experience.
Overall, the implementation of event signals has been a positive step towards improving user engagement and satisfaction, and we are confident that it will continue to drive positive outcomes in the future.