Instrument Capital

Conversion-Focused Financial Portfolio Engagement

Hero
For Instrument Capital, I took a low-fidelity wireframe and transformed it into an engaging and conversion-focused redesign. Instrument Capital had an existing base of financial clients and had worked for a while developing an in-house algorithm to re-analyze client portfolios to recommend better diversification and asset management. The problem? A high-touch approach to launching this new product with each client wouldn't be feasible with their small team. They needed a semi-automated workflow to convert users to the new system.
Figure 2
Figure 1
Figure 4
Figure 3
Figure 5

Turning Idea into Reality

The timeline was short: Instrument was motivated to launch the portfolio conversion tool as quickly as possible, and all they had for concept was a single hand-drawn wireframe. My speciality is taking loose, early ideas and giving them the substance and care to transform them into fully-realized products, brands, and designs.

Conversion-Focused Recommendations

At core of the redesign was a wizard workflow for clients that would be opened through an email campaign and would analyze and offer steps for portfolio rebalancing.

Portfolio Dashboard

The dashboard analysis provided conversion-focused designs that would help guide users to better returns and financial outcomes without being pushy. Striking a balance of excitement and professionalism, the dashboard page provided analysis and insight for client-first decision making.

Outcome

Instrument Capital needed high-converting, polished designs fast. Behind the scenes, I worked to develop a fully realized UI/UX wizard and dashboard to show portfolio recommendations for their clients. The result was a scalable way to provide a high-touch feeling with actionable insights presented in a premium style.