Financial Dashboard by Metin Saray

Metin Saray

Company Insights Dashboard

Company Insights

Dashboard

This project was a redesign of the company overview experience, shifting from a static, text-heavy page to a customizable, role-specific dashboard.

The new design provides clearer, more intuitive access to key company data, tailored to the needs of financial users like Wealth Managers, Traders, and Investment Bankers, with flexible content and layout options.

This project was a redesign of the company overview experience, shifting from a static, text-heavy page to a customizable, role-specific dashboard.

Responsibilities //

Stakeholder collaboration

User Research

Research Synthesis

Prototyping & Iteration

Design System

Team //

1x Product Manager

1x Product Designer

Engineering Team

Year //

2024

This mock project reflects my actual design process while ensuring confidentiality.

The designs are created entirely from scratch, while the methodology and approach remain true to the real work.

This mock project reflects my actual design process while ensuring confidentiality. The designs are created entirely from scratch, while the methodology and approach remain true to the real work.

This mock project reflects my actual design process while ensuring confidentiality.

The designs are created entirely from scratch, while the methodology and approach remain true to the real work.

Problem

01 //

It was not an ideal entry point, as information was predominantly text-based and poorly grouped.

02 //

It lacked tailoring for specific user profiles, such as Wealth Managers or Traders, limiting its usability and effectiveness.

03 //

The absence of customization made it difficult for users to focus on data most relevant to their roles, leading to inefficiencies in decision-making and analysis.

Solution

The solution was to rethink how a company overview could be presented by:

01 //

Surfacing key information from various applications, such as Company Information, News, ESG, and Performance, into one cohesive view.

02 //

Designing a modular dashboard that allows users to customize both the content and layout to cater to their specific financial profiles.

03 //

Implementing a highly adaptable and impactful solution that satisfies the diverse needs of users and improves their efficiency and decision-making.

Anatomy of a card. Modular approach to design system component.

Adding more data to dashboard via the recommended modules based on persona.

Browse all modules. Can be filtered by Profile. Sorted by Recommended and Category.

Browse all modules. Can be filtered by Profile. Sorted by Recommended and Category.

User Interview questions for each financial profiles for understanding data needs.

User journey mapping for each financial profile to understand the task and the most relevant apps and modules needed for dashboard.

Outcome

Next project

Testing with Wealth Advisors showed that the redesigned dashboard made it easier to access relevant company information and tailored insights.

Users reported faster navigation and a better overall experience thanks to the customizable layout and modular design.

The feedback validated the solution as highly effective for Wealth Managers while setting a solid foundation to adapt it for other financial profiles like Traders and Investment Bankers.

Next project