JP Morgan Bank - Equities Trading Platform
Project Overview
This is a case study of how I redesigned and updated the old legacy equities trading system called “Stride." Stride was designed 16 years ago by a developer team without a designer, who created a trading system to process equities shares purchases for clients. They based the old legacy design on Microsoft excel and the traders at JPM were experiencing a lot of bugs and problems with the platform.
Work: Interface design, User journey design, new features, UI/UX, accessible Inclusive design
Design Process
Heuristic Evaluation
Stakeholder interviews
User interviews
Competitor analysis
User journey mapping / User flow
Usability Testing
Evaluation and design recommendations
The money and pensions service designed a website without any UX design input. As a result, the website was very rushed and put together back in 2021. The money and Pensions Service wanted me to create a breathing space for users who are struggling financially, who need to apply for financial aid. The old website was built on WordPress and provides guidance on how users can apply to for breathing space and guidance on their existing debts.
I conducted user research interview sessions with Equities and bonds traders to identify which tickets and parts of their old system are most frequently used and the most complex as a starting point for a platform redesign project. The old “Stride” trading platform was designed over 10 years ago without the support and input from a UX Designer and was designed by a developer team primarily inspired by the Microsoft word interface, colour pallet and visual patterns. I designed a new equities and bonds order entry platform for Traders, stating with the dashboard and an equities ticket to preview and establish what a new platoform could potentially look like, by following the new components and design patterns I created as part of a new component library for Markets interfaces. The old stride platform was designed by a siloed team and the design patterns were completely different to all of the other trading platforms across Markets, so the new redesign was needed to create consistency with the other applications traders use as part of their daily workflow and so the system will automatically be updated each time the components in the library are updated to a new version.
Discovery Research
The old legacy system was designed by a siloed developer team and the platform design patterns were completely different to all of the other trading platforms across JP Morgan bank.
Competitive Research
Persona Development
Affinity Mapping
User Interviews
Usability Testing - Userzoom
Refinement
Prototyping & Testing
Concept Sketching
Low fidelity prototyping
Stakeholder interviews
How I made an Impact
Increased Trading purchasing time
Improved accessibility of the platforms for users with lower vision
Increased time users can spend using the platform, with reduced eye strain
Reduced click through time to complete actions and tasks on the Stride trading platform