{"id":6167,"date":"2019-07-18T16:18:00","date_gmt":"2019-07-18T10:48:00","guid":{"rendered":"https:\/\/laveshsumant.com\/?p=6167"},"modified":"2026-01-24T22:17:41","modified_gmt":"2026-01-24T16:47:41","slug":"credit-suisse-invest-lab-fund-portal","status":"publish","type":"post","link":"https:\/\/laveshsumant.com\/index.php\/2019\/07\/18\/credit-suisse-invest-lab-fund-portal\/","title":{"rendered":"Credit Suisse \u2013 Invest Lab Fund Portal"},"content":{"rendered":"\n

Enterprise UX Case Study | Fintech | Wealth Management | B2B SaaS<\/h4>\n\n\n\n
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Role:<\/strong> Senior UX Designer \/ UX Lead
Timeline:<\/strong> 6 Months
Platform:<\/strong> Responsive Enterprise Web Application
Users:<\/strong> Fund Providers, Sub-Distributors, Internal Banking Stakeholders
Tools:<\/strong> Figma, Adobe Photoshop<\/p>\n<\/div>\n\n\n\n

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Executive Summary<\/h3>\n\n\n\n
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Business Problem<\/h5>\n\n\n\n
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Credit Suisse required a modern, scalable fund discovery and analysis platform for providers and sub-distributors<\/strong> operating across regions, currencies, and regulatory environments. Existing systems were data-heavy, fragmented, and difficult to use, leading to inefficiencies, errors, and reliance on offline tools.<\/p>\n\n\n\n

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Strategic UX Opportunity<\/h5>\n\n\n\n
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Transform a compliance-driven financial data system<\/strong> into a decision-support platform<\/strong>\u2014improving usability, trust, and operational efficiency without compromising regulatory integrity.<\/p>\n\n\n\n

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My Leadership Role<\/h5>\n\n\n\n
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I led end-to-end UX strategy and execution<\/strong>, shaping the experience architecture, interaction models, and visual system while aligning product, engineering, and compliance stakeholders around a shared design vision.<\/p>\n\n\n\n

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High-Level Impact<\/h5>\n\n\n\n
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\u2723 Reduced cognitive load in complex fund comparisons<\/p>\n\n\n\n

\u2723 Streamlined critical workflows (search, compare, evaluate, export)<\/p>\n\n\n\n

\u2723 Established an enterprise-ready UX foundation aligned to Credit Suisse design standards<\/p>\n\n\n\n

\u2723 Improved user confidence in data-driven investment decisions<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Business Problem & Market Context<\/h3>\n\n\n\n
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Core Challenges<\/h5>\n\n\n\n
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\u2723 Highly complex financial data<\/strong> (NAVs, volatility, benchmarks, fees, risk metrics)<\/p>\n\n\n\n

\u2723 Users comparing multiple funds simultaneously<\/strong> under time pressure<\/p>\n\n\n\n

\u2723 Fragmented legacy workflows across PDFs, spreadsheets, and third-party tools<\/p>\n\n\n\n

\u2723 High dependency on accuracy, traceability, and compliance<\/strong><\/p>\n<\/div>\n\n\n\n

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Enterprise & Regulatory Constraints<\/h5>\n\n\n\n
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\u2723 Financial accuracy and audit readiness were non-negotiable<\/p>\n\n\n\n

\u2723 Multi-currency, multi-language, multi-region support<\/p>\n\n\n\n

\u2723 Strict data hierarchy and terminology consistency<\/p>\n\n\n\n

\u2723 Design changes required alignment with legal, risk, and technology teams<\/p>\n<\/div>\n\n\n\n

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Why It Mattered<\/h5>\n\n\n\n
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Inefficient fund analysis directly impacted:<\/p>\n\n\n\n

\u2723 Distributor productivity<\/p>\n\n\n\n

\u2723 Investment decision confidence<\/p>\n\n\n\n

\u2723 Operational cost<\/p>\n\n\n\n

\u2723 Brand trust in Credit Suisse\u2019s digital capabilities<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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UX Strategy & Design Vision<\/h3>\n\n\n\n
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Product Vision<\/h5>\n\n\n\n

Create a clear, predictable, and trustworthy investment analysis experience<\/strong> that supports expert users without overwhelming them.<\/p>\n\n\n\n

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Experience Principles<\/h5>\n\n\n\n
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\u2723 Comparison-first thinking<\/strong> \u2013 design for side-by-side evaluation<\/p>\n\n\n\n

\u2723 Clarity over density<\/strong> \u2013 progressive disclosure of complex data<\/p>\n\n\n\n

\u2723 Consistency builds trust<\/strong> \u2013 stable patterns across modules<\/p>\n\n\n\n

\u2723 Design for decision-making, not browsing<\/strong><\/p>\n\n\n\n

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Strategic Hypotheses<\/h5>\n\n\n\n
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\u2723 Structured data visualisation would reduce interpretation errors<\/p>\n\n\n\n

\u2723 A modular IA would improve scalability across fund types<\/p>\n\n\n\n

\u2723 Clear system feedback would increase user confidence and speed<\/p>\n\n\n\n

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Success Metrics<\/h5>\n\n\n\n
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\u2723 Task completion time for fund comparison<\/p>\n\n\n\n

\u2723 Error reduction in fund selection workflows<\/p>\n\n\n\n

\u2723 Adoption of digital exports (PDFs vs manual compilation)<\/p>\n\n\n\n

\u2723 Stakeholder confidence in UX compliance readiness<\/p>\n<\/div>\n<\/div>\n\n\n\n

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User Research & Insights<\/h3>\n\n\n\n
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Research Methods<\/h5>\n\n\n\n
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\u2723 Stakeholder interviews (Product, Ops, Compliance)<\/p>\n\n\n\n

\u2723 Contextual inquiry with providers and sub-distributors<\/p>\n\n\n\n

\u2723 Task-based walkthroughs of legacy systems<\/p>\n\n\n\n

\u2723 Heuristic evaluation of existing tools<\/p>\n<\/div>\n\n\n\n

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Key User Segments<\/h5>\n\n\n\n
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\u2723 Fund Providers<\/strong> \u2013 managing detailed fund data and documentation<\/p>\n\n\n\n

\u2723 Sub-Distributors<\/strong> \u2013 evaluating, comparing, and recommending funds<\/p>\n\n\n\n

\u2723 Internal Admins<\/strong> \u2013 oversight, compliance, and reporting<\/p>\n<\/div>\n\n\n\n

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Critical Insights<\/h5>\n\n\n\n
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\u2723 Users trusted tables more than charts<\/strong>, but struggled with density<\/p>\n\n\n\n

\u2723 Comparison was the primary job<\/strong>, not discovery<\/p>\n\n\n\n

\u2723 Users frequently exported data due to poor on-screen readability<\/p>\n\n\n\n

\u2723 Terminology inconsistency caused hesitation and re-verification<\/p>\n<\/div>\n<\/div>\n\n\n\n

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These insights directly shaped IA, interaction patterns, and visual hierarchy decisions.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Experience Architecture & Journey Design<\/h3>\n\n\n\n
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Journey Highlights<\/h5>\n\n\n\n
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\u2723 Fund Discovery \u2192 Shortlisting \u2192 Comparison \u2192 Deep Dive \u2192 Export \/ Share<\/p>\n\n\n\n

\u2723 Designed for non-linear navigation<\/strong>\u2014users jump between steps frequently<\/p>\n\n\n\n

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Information Architecture Decisions<\/h5>\n\n\n\n
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\u2723 Clear separation between:<\/p>\n\n\n\n