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.
solutions
Increased speed to market - from Vision
to MVP launch in 10 months, and from
MVP to public launch in 6 months
Designed a game-changing advisor
platform, providing improved user
experience, interoperability, andinnovative product solutions
A quick peak into the advisor platform
Established design system foundational components to support efficient and scalable future platform enhancements
