pricing data

Platform that allows clients to select what data they want to receive, the format in which they want to receive it, and when they would like it delivered with a fully-automated report creation and distribution back-end.

UI/UX design is still in progress and actively evolving.

product background

This product is built on four pillars, each designed to deliver insights more effectively through a client-facing platform.

Goals and Measure of Success

1. Increase value for the clients

2. Increase product growth

3. Increase client adoption

MVP Design Process & Challenges

As the lead Senior UX Designer, I faced a tight timeline and limited resources to ensure the MVP designs were ready for development before the end-of-year release. Since I was balancing work across two product teams, the Senior Product Manager initially drafted low-fidelity wireframes to establish a starting point. After reviewing them, I gained insight into senior management’s vision but found some designs lacked intuitive usability and accessibility. Taking ownership, I refined and redesigned the wireframes, ensuring they aligned with user needs and business goals. After multiple rounds of approval, I moved forward with high-fidelity mockups for development.

A key challenge was the lack of UX testing and validation. Since this was a brand-new product for Curinos, spun off from a legacy platform owned by our parent company, there was no dedicated client base for user testing. Instead, I relied on previous research from Informagic to inform design decisions and validate the final MVP.

Despite time constraints, resource limitations, and missing formal UX processes, I successfully delivered polished, high-fidelity designs in just 2.5 months. The final designs were handed off in phases, categorized into key MVP features:

• My Institution Settings

• Report Builder – Deposit Rates

• Report Scheduler

User Journey Flow

To better understand how different user types would interact with the platform, the Product Manager and I mapped out user journeys, outlining where each user would start and finish within a specific feature. This process gave me clearer insight into the user flow, helping me strategically shape the information architecture and design effective low-fidelity wireframes.

low fidelity wire-frames

My Institutions Settings

Report Builder - Deposit Rates

Report Scheduler

high fidelity designs

This demo prototype walthrough was widely used by our sales team to pitch the new product to clients and was highly regarded as a successful prototype.

Accessibility Documentation

With accessibility as a top priority, I created detailed documentation to guide developers on implementing accessible features in the final MVP. I ensured our designs met WCAG (Web Content Accessibility Guidelines) AA and ARIA (Accessible Rich Internet Applications) standards, providing clear guidelines on the necessary code and best practices to make the product inclusive and user-friendly for all.

Elements that were documented:

• Headers

• Alt-text

• Colors

• Keyboard short cuts

• Functional behavior for screen readers/keyboard shortcuts

what’s next?

• QA Testing: Review the QA/UAT environment to ensure MVP designs are implemented accurately, both visually and functionally.

• Design Expansion: Continue creating mockups for additional Report Builder verticals, including Retail Lending, Pricing Benchmark, and Product Change.

• User Research: Conduct UX testing and interviews with beta clients to gather insights on alerts and notifications.

• New Designs: Develop new mockups for alerts and notifications, ensuring a seamless experience across both the platform and email.