FE Fundinfo

Project Outline

Fe Fundinfo hired me to lead their product design team and implement user-centered design practices for their new asset management platform (FIH). As part of this role, I also spearheaded the product design effort for FIH, which is a SaaS solution that aggregates data from up to eight different platforms and back-end solutions, generating over 60 million data points for thousands of funds.

Outcome

Our team successfully developed a scalable user-led product design solution for the Fund Information HUB (FIH) from scratch. This included conducting user interviews, creating user flows, wireframes, and a custom design system, as well as developing a range of custom charts-driven widgets that allow users to customize their dashboards.

By utilizing an agile development methodology, we were able to collaborate effectively with our clients and stakeholders, quickly iterate on designs and features, and deliver a high-quality product within the expected timeframe.

Our efforts have resulted in the delivery of the MVP, which has generated a significant level of interest from a broad group of stakeholders and clients, including Invesco, Franklin Templeton, JP Morgan, and other major asset management institutions.

Key Challenges

  • Educating their team on modern design practices

  • Operating with a small team for a complex project

  • Gathering requirements from multiple sources

  • Creating a custom design system from scratch

  • Visualising complex user and data flows