JPMorgan

Interviews with stakeholders and liquidity sales representatives surfaced user pain points, goals, and motivations. From these insights, users cited Microsoft Office as a popular tool, which became the basis of the platform.

Liquid Asset Software

I based the platform’s taxonomy and interactions on standard Windows conventions to reduce the learning curve. I grouped similar functions in the software's toolbar and integrated visual feedback to inform users of what is happening as they complete tasks.

JPMorgan SmartRetirement

The JPMorgan SmartRetirement series of target-date funds provide access to a time-tested process in an all-in-one diversified investment designed to meet your retirement goals. The program was newly launched and required a desktop-to-mobile experience while JPMorgan underwent a digital identity redesign.

We tested the Liquid Asset platform with liquidity sales associates to ensure usability and intuitiveness. Though this effort primarily focused on UAT, we learned about a few usability issues that we fixed:

• Users mostly found the application intuitive due to its functionality, concepts, and keyboard shortcuts based on Microsoft Windows.
• We changed a few icons and button labels that users said weren’t intuitive. 
• We introduced button states to help users understand or remember what changes they’ve made to the screen. For example, the buttons have active states, and “Show Grid” turns to “Hide Grid” when activated.

The software tested positively among user testers, who reported a clean, easy, and intuitive interface that improved turnaround time, streamlined customer engagements, and automated an otherwise manual process.