Aja Shamblee Experience Design
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Northern Trust

Financial Dashboard

About

Northern Trust is a global leader in financial services with a strong reputation for using sophisticated technology to deliver asset management, wealth management and fiduciary and banking solutions. They represent the big dogs. So we delivered a best in class, luxary money management dashboard where clients could connect and work directly with their financial advisors.

Team ACD UI Designer UX Designer Account Manager Project Manager
Responsibilities User interface design Brand management User experience and content mapping Data visualizations Art direction and production

Northern Trust needed an elevated experience to match their clientele. We were tasked with refreshing the brand and refining their dashboard experience so users can gain access to their accounts while also communicating and becoming informed of decisions with their financial advisors. So we created a space that made it easy to find both. When we presented this option to Northern Trust, they asked if we were sure these were their brand colors. Damn right they are. We just knew how best to use them.

We focused on giving power back to the user. Interactive controls gave clients transparency and control over their finances. We were able to help extend the advisor and client relationship and establish a modern partnership.

We organized content for the end user, not add financial advisors. Old iterations of their dashboards were dated and difficult to scan. The most important information was hidden under layers of folders and users found it difficult to view all their accounts and activity as a whole. Our new structure made it easy to see the overall health of accounts quickly, while maintaining control and visibility into each individual account.

Whether looking at the overall health, or digging into the details of each transaction, our interface made it simple and intuitive to do both. Advisor activity, insights and comments were infused into each touchpoint, providing transparency and trust between clients and their partners.

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