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Led end-to-end design across strategy, interaction design, prototyping, and implementation support for complex financial transaction experiences.
Worked closely with CX teams, engineering, legal, business stakeholders, and design systems partners throughout design and delivery.
Designed responsive investment exchange experiences focused on multi-step financial transactions and participant decision-making workflows.
Reduce participant friction, increase transaction confidence, and support broader platform modernization efforts.
Participants were often required to navigate complex financial transactions through fragmented workflows, unfamiliar terminology, and overwhelming investment information.
The experience needed to simplify high-stakes decisions while increasing confidence, reducing cognitive load, and creating more scalable transaction patterns across future experiences.
Transforming a traditionally complex financial workflow into a more intuitive experience through clearer guidance, simplified interactions, and scalable transaction patterns.
The investment exchange redesign is part of a broader platform modernization initiative. Before our team joined the effort, foundational work across the transaction ecosystem had already begun. Our design pod aligned with that work while focusing on defining the exchange experience for the first phase of the platform migration.
Before our team joined, the broader program had already started defining the transaction ecosystem and modernization strategy.
• Early transaction concepts and routing approaches
• Initial platform architecture and migration planning
• Alignment with the platform design system
Our team reviewed and aligned with this work to ensure consistency across the platform.
Working within the Account Management team, we collaborated with product, engineering, CX, and compliance partners to understand the transaction ecosystem and define requirements for the exchange experience.
• Reviewed the legacy exchange flow
• Identified participant friction points
• Defined scope for the first platform release
User testing helped reveal how participants interact with exchanges in real scenarios.
• Participants often leave the flow to research investment details
• Complex account hierarchies create confusion
• Step-based progression improves confidence during financial decisions
These insights helped guide the structure of the redesigned flow.
The team explored multiple interaction models and iterated on prototypes to reduce complexity in the transaction experience.
• Tested different structures for navigating account hierarchies
• Introduced step-based progression to reduce cognitive load
• Developed responsive designs across desktop, tablet, and mobile
The experience is currently moving through cross-functional reviews and phased delivery.
• Reviews with product, engineering, CX, and design system teams
• Accessibility and compliance validation
• Gradual handoff of approved components for development
The exchange experience will be introduced in phases, starting with the initial platform migration and expanding to support additional transaction types.
This flow structure establishes a reusable framework for future transaction experiences across the platform.
Landing page
Account Selection
Exchange Out
Exchange In
Review Transaction
Confirmation
The legacy experience surfaced too much information at once, creating confusion during complex financial transactions. The redesigned flow introduces a guided structure that helps participants move through investment exchanges with clarity and confidence.
The experience framework was designed to reduce participant uncertainty through guided workflows, clearer terminology, and scalable interaction patterns supporting future transaction experiences.
Reorganized investment exchanges into clearer, step-based experiences that reduced cognitive overload and improved participant confidence.
Introduced clearer routing, summaries, and guided interactions helping participants better understand transaction implications before committing.
Created reusable structures aligned with broader money movement experiences, supporting consistency across future transaction types.
Worked within evolving business requirements, compliance considerations, and design system limitations while maintaining usability goals.
The final experience transformed complex investment exchanges into more guided, participant-centered workflows focused on clarity, confidence, and scalability.
The redesign simplified multi-step financial decisions while supporting responsive experiences, reusable interaction patterns, and future platform modernization efforts.
Designing thoughtful, scalable digital experiences. Let’s design something meaningful together.
rhardodesign@gmail.com
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