A tool for financial analysts and investors to research new investment ideas, manage current portfolios, create dashboards and monitor workflows.
As the Senior Product Designer at Coatue for 2.4 years, I lead the design efforts for Mosaic. Being the sole designer on a 16-member product team, I was responsible from strategy to execution of new ideas within our desktop, iPad, and iPhone applications. I implemented a feedback and data-driven design process to identify and validate new solutions.
Mosaic is packed with helpful features to interact with live market and in-house data. Users can build investment theories, initiate and manage trades, enforce compliance standards, track meetings and manage appointments, contacts, notes and research documents. Here are a couple of examples:
Users can create, manage and browse dashboards that are specific to a task, individual role or team. Check out the two examples below: a performance dashboard to monitor the health of a fund and an analyst dashboard for keeping track of their daily workflow.
It was essential to develop and maintain a design system across all platforms. This interactive pattern library not only kept us consistent with our UX and interactions but also created a handy vocabulary for communicating specs to developers. Here are a few samples:
Our existing iPad app did not solve the leading issues we wanted to address as a business. So I sat down with the stakeholders and users to identify a new approach for our mobile iOS platform.
The mobile experience is consistent with the iPad experience. The user can pick up where they left off on their iPads and always stay up to date through a single cohesive experience.
We increased the overall adoption of Mosaic by 4x across all platforms. It became the primary platform on how users across teams collaborated using dashboards. This growth was made possible by building a close relationship with the users (investors and analysts) and implementing a feedback driven design process.
Working on Mosaic was a fantastic opportunity to learn more about the stock market, private investment, and critical analysis. In hindsight, I would've pushed harder to build a design team to accelerate growth and research for new solutions. We would've also benefited from a better prioritization process for the product and design pipelines.
A mobile app for travelers to plan and organize all flight-related information in a single cohesive experience. It also integrats with physical touch points inside an airport.