Connect

I collaborated closely with portfolio and fund managers to develop a responsive online portal that empowers institutional investors to manage funds and portfolios held with abrdn. In the past, abrdn's digital offering for customers lagged behind competitors. To remedy this, we launched a quick, yet feature-rich MVP, which served a dual purpose as a flagship product showcasing the newly launched abrdn brand.

As the sole designer, I was responsible for creating both user experience and visual identity for Connect. Working closely with key stakeholders and a user steering group, we not only delivered the immediate MVP requirements but also crafted a compelling vision for the future of the product. This involved developing an intuitive information architecture and visual hierarchy to assist fund managers with managing upwards of thirty portfolios and understanding the performance of their holdings individually and collectively. A highlight for me was exploring how we could use the data from complex climate forecasting models to visually summarise how different scenarios could impact a client's funds.

Connect is a full-service product that gives abrdn's clients the ability to manage their funds and relationship with abrdn. It included features such as a messaging system, inbox, and alerts service to manage communications, a document library with the capability to sort and filter through various types of reports and comprehensive account reporting to allow investors to interrogate detailed data. In addition, I designed the entire back-end manager system, which enables the abrdn team to manage Connect's users, their accounts, and communications.