Team and process
Role: UX Designer/ Researcher
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Team: VP of Bank of New York (India), 1 Design Manager, 2 Developers
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Responsibility: UX research, UX/UI design, Responsive Design, Service Design
Pershing X, a business unit of BNY Mellon, focuses on building next-generation wealth management solutions. The goal of the collaboration was to modernise an underperforming advisor platform by improving user experience, streamlining workflows, and strengthening advisor engagement while staying competitive with market leaders.
areas of improvement
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The current advisor platform was falling short in meeting customer expectations and lagging competitor offerings.
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Pershing X recognised the opportunity to create a new platform that enhances advisor engagement, streamlines operations, and provides exclusive investment solutions.
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Pershing X partnered with Publicis Sapient to support the strategy, leveraging our specialised design, research, and front-end capabilities to drive the initiative forward.
impact
Faster time-to-market: Contributed to a streamlined product roadmap that moved from vision to MVP in 10 months and from MVP to launch in 6 months.
Improved advisor experience: Redesigned core workflows and data interactions, reducing friction and enabling clearer, quicker decision-making.
Operational clarity: Simplified complex financial data into intuitive views, improving usability for advisors and internal users.
A quick peak into the advisor platform
Stronger stakeholder alignment: Structured design artefacts and prototypes helped align business, product, and engineering teams across regions, accelerating approvals.
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Scalable foundation: Established modular components and interaction patterns that support future growth and cross-product consistency.
