Morgan Stanley
Industry
FinTech
Services we provided
It had been almost 15 years since Morgan Stanley had approached a re-design for their internal Structured Investments tool. They wanted to modernize it without making it feel completely different. They had employees who had been using the tool for years, so we didn’t want to create an unfamiliar product, instead focusing on how we can enhance the overall experience.
Instead of approaching the project as a complete overhaul, we looked to modernize components and brighten assets, rather than completely re-configuring structures, locations, and architecture. The result was creating a product that felt new and refreshed, but didn’t fundamentally change how the tool was used.
Besides familiarizing ourselves with the product, its purpose, and its functionality, we sought to understand what the main components were and what items could be modernized through a refresh. We decided to start with the following elements:
For each of these elements, we took their existing design asset, shared redesign options, and then annotated our reasoning for these options. Below are a few examples of this.
The next larger improvement we sought to re-design was the structure of the tabs of the experience. The existing system had multiple layers of tabs per page, making the user move through two different sections, physically segmented but not visually. We instead suggested segmenting by tabs, and then by filters.
After spending significant time analyzing, modernizing, and designing these new assets, we incorporated them into screen redesigns. While we can’t share the details of all of these pages, we can share a highlight:
