Year
2023
Role
End-to-end UX/UI design
Category
Product Duration
4 weeks
Problem
The opportunity was clear: offering and managing wholesale bond trades could expand our investment product suite, but we lacked the digital infrastructure to support it.
No way to create, process, or track bond orders internally
No tool for the Fixed Interest team to manage investment lifecycles
No platform for advisors to build and send proposals
No workflow for operations to cancel, rebook, or audit trades
We needed a compliant multi-user platform that balanced control with clarity without slowing anyone down.
Different teams were manually using spreadsheets, emails, and disconnected tools to manage bond processes.
Instead of starting from zero, we:
Mapped existing (manual) processes as a baseline
Identified common duplication across teams
Focused on designing a shared tool that could benefit each role
The best solution wasn’t brand new, it leveraged what already worked.
A platform that supports multiple workflows under one system, without overwhelming users.
Key Features:
Bulk Order Creation: Fixed Interest and advisors can create trades manually or via upload
Proposal & Account Tools: Advisors build client-specific proposals and portfolios
Operational Control: Operations can cancel, rebook, or trace orders through audit logs
Flexible Tables: Smart filtering, inline actions, and role-based views
UX Considerations:
Create intuitive layouts that reduce effort for occasional users
Advanced features should be accessible without cluttering the UI
Maintain interactions consistent across personas and tasks
The tool meets every team’s needs, makes their jobs easier and allows Bonds to be held in Ords' name.
