Jefferies

Financial and Investment services

Translate multiple report PDF templates (10 total) composed of research content into an html responsive format to easily distribute among clients and company employees.

TARGET

Jefferies employees and clients. Most of them 35+ years old.

PRODUCT

Financial platform.

ROLE

Lead by Jennifer Bender (Art Director)

Dhanesh Thadathil (Visual Designer)

Jose Luis Santiago (UX Designer)

How can we make financial research reports be more clear?

RESEARCH

We talked to multiple research analysts and one salesperson to better understand how these reports are handled and shared among them and with their clients.

"Users do not often go beyond the first page of information and I believe a quick summary, market rating, some market data, and valuation information are the most valuable."

"We should make information very easy to find and navigate through. Some content might not be used but must be present because of legal reasons".

USER JOURNEY

LISTEN AND TAKE NOTES

It was extremely important to keep constant communication and feedback from industry leaders as they knew better what information they needed and when. Weekly follow-ups were done to ensure we were working on a better user experience for the people that use these forms every day.

PERSONAS

We developed personas based on our user interviews.

James Thomas

Age: 36

Location: New York

Role: Research Analyst

BIO

James is an analyst for Jefferies. He is in charge of keeping track with the market and creating the research reports to distribute every morning. James has to be ahead of the game and ready to inform his clients.

FRUSTRATIONS

-Hard to format tables and charts and make them easy to read.

GOALS

-Produce quality reports that engage the users.

“Get the user to understand the main points quickly so they do not lose interest.”

Antony Gallow

Age: 52

Location: New York

Role: Fund Salesman

BIO

Antony is always in contact with clients and keeping strong relationships with them. He is always driven to stay inform about the market in order to follow up with clients and land more possible accounts.

FRUSTRATIONS

-Concerned about the amount of emails clients get.

-Reports are not always uniform or structured properly.

GOALS

-Keep a financial summary on the frist page and highlight main content right away.

-Access to mobile reports so clients and him can see them anytime when away from their desktop.

“Clients always look for a financial summary and quick points to help them decide on their investment decisions.”

WIREFRAMES

Lets mark what users seem to be more interested in the forms to translate it into a responsive layout.

WE CAN DO MORE ON HTML THAN ON PAPER

Left navigation as a very familiar and easy to navigate approach with content arranged in order among all notes with the flexibility to add or remove sections if needed and not compromise the design.
Scrolling feature where it is all connected and navigation jumps as you scroll to the next section.
New interactions and features such as videos, recordings and author contact cards that can be used in an html format.

EMAIL TEMPLATES

Share only the main points and a way for the user to easily dig deeper or get back to us.

RESPONSIVE TABLES

It was a challenge to represent so much information in tables and graphs in a more simple way on html. We also had reports with more than 50 tables like the one below so we needed a way to also find and navigate through these tables easily and interact with them.

Table on the left shows original graphs on paper forms while wireframes display our approach to responsive design of such.