Product design

The DESIGN data Continuum

Fintech is an industry where design and data endlessly influence one another.  The following are real life examples from the investment management industry that illustrate how you can leverage the interplay between design and data.

data defines DESIGN

Investment & Portfolio Mangers

For people who make investment decisions data is king.  In order to make the right decisions they need to see, compare and filter the right data set.  When creating analytics for investment and portfolio managers the data defines the design.  As the designer it is your job to make sure the data is grouped in the most intuitive informational structures, allowing the user to make effective timely decisions.   

Report design, Oracle Report Builder circa. 2013

data needs DESIGN


Operations teams are the data shepherds of the investment management ecosystem.  They herd millions of transactions through various systems every year, fixing the broken ones along the way.  Design can make a process seamless, while at the same time helping the user easily resolve the red flags holding it up.  Operations teams have endless problems that design can solve, from logical automation of workflows to streamlining ownership configurations. 

Client Manager, Portrait Institutional circa. 2008

data informs DESIGN

Relationship Managers

Relationship managers are on the front lines with clients.  In order to serve their clients, they need informed designs that display the information relevant to the issues at hand.  When a client calls with concerns about tech stocks, the RM needs to be able to see that client’s exposure to the IT segment immediately. If data informs the visual display in a way that is immediately understood by the RM, she can size the problem and decide how to respond to the client in the blink of an eye.  

Portrait reporting, circa. 2008

DESIGn explains data

The end consumer – the client

The design of client facing data should explain intuitively the financial concepts relevant to that specific client.  Design plays a big role in crafting the right combination of information and visualization that promote client understanding.  When design explains the choices made by investment managers the client can clearly see the benefit from performance, returns or allocation.  Letting Design explain data fosters client confidence which contributes to the growth of assets under management. 

Portrait Portal, circa. 2013