CREDIT SUISSE (2016)
Research, Design system, User interface design, Product design, 2016
Structured Notes is a rapid financial prototyping project where the direct interactions between financial advisors and their clients happen in a real time financial market base. The Credit Suisse team asked us to redesign their existing financial service dashboard and rethink the flow of their internal pricing tool. The major design challenge was to transform this unfamiliar excel spreadsheet type of data and its complicated flow of transactions into a simple, yet comprehensive product experience that satisfies the users' needs.
Structured Notes tool
A structured note is a debt security issued by financial institutions; its return is based on equity indexes, a single equity, a basket of equities, interest rates, commodities or foreign currencies. The return on a structured note is linked to the performance of an underlying asset, group of assets or index.
X-links Exchange Traded notes
X-Links™ Exchange Traded Notes are senior unsecured debt securities issued by Credit Suisse that seek to provide investors with access to the returns of various market sectors, asset classes and/or investment strategies, less investor fees and costs.
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