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Investors lack the necessary negotiating power when negotiating deals with banks and counterparts because they lack access to real-time information about already-made commitments.
Goal
Alignment
Armed with research findings, our UX team quickly created a design prototype of a concept solution, which was then used as a starting point for discussions with stakeholders, highlighting dependencies and risks, and deciding on technical solutions. After a few prototype-refining sessions, we had a good idea of how the solution should look and what tools and functionalities should be developed first and form a pilot.
We use rapid design prototypes to identify unmet needs and problems, as well as to flush out additional requirements.
Duration < 2 weeks
Challenge
Firm-wide dashboard presenting all activities at a glance, conveniently visualized and grouped for immediate insight.
The user can perform a counterpart or issuer search to gain insight into current distribution by activity, view a breakdown by type, and understand how commitments have changed over time.
Better understanding of investor goals and conversations with counterparts provided us with the knowledge we needed to visualize necessary information at the right time using charts that made sense and yielded actionable information.
Result
By replacing spreadsheet with a dashboard application, everyone now has access to real-time data that was previously only available to few through email communications
Self-serve capability for investors made it possible for them to optimize conditions of numerous deals because information was now readily available
