UX Consulting

UX Consulting

CLient

NDA

Category

UX Consulting

Live Project

Visit Demo

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Problem

Investment platforms struggled to integrate third-party insights and analytics in ways that meaningfully supported investor decision-making and engagement. Users often overlooked tools because they lacked visibility at critical points in the investor journey.

Problem

Investment platforms struggled to integrate third-party insights and analytics in ways that meaningfully supported investor decision-making and engagement. Users often overlooked tools because they lacked visibility at critical points in the investor journey.

Goal

Improve user engagement and usage of investment research products by strategically embedding actionable insights into high-traffic areas of client platforms to support better decisions and highlight premium capabilities.

Goal

Improve user engagement and usage of investment research products by strategically embedding actionable insights into high-traffic areas of client platforms to support better decisions and highlight premium capabilities.

Goal

Improve user engagement and usage of investment research products by strategically embedding actionable insights into high-traffic areas of client platforms to support better decisions and highlight premium capabilities.

My Role and Approach

As the consulting UX designer, I conducted behavioral analysis and usage reviews to identify key touchpoints. I collaborated with product, analytics, and client teams to redesign the integration of insights, ensuring that information appeared where users naturally sought context and next steps.

My Role and Approach

As the consulting UX designer, I conducted behavioral analysis and usage reviews to identify key touchpoints. I collaborated with product, analytics, and client teams to redesign the integration of insights, ensuring that information appeared where users naturally sought context and next steps.

My Role and Approach

As the consulting UX designer, I conducted behavioral analysis and usage reviews to identify key touchpoints. I collaborated with product, analytics, and client teams to redesign the integration of insights, ensuring that information appeared where users naturally sought context and next steps.

Key Solutions

  • Identified high-traffic investment pages through analytics and surveys to determine optimal placement for insights.

  • Integrated bite-sized, relevant research into stock and market screens, tailored to decision-making workflows.

  • Redesigned chart and insight layouts to highlight price analysis, trading signals, and results in ways that facilitated quick comprehension and action.

Key Solutions

  • Identified high-traffic investment pages through analytics and surveys to determine optimal placement for insights.

  • Integrated bite-sized, relevant research into stock and market screens, tailored to decision-making workflows.

  • Redesigned chart and insight layouts to highlight price analysis, trading signals, and results in ways that facilitated quick comprehension and action.

Outcome

Usage of the Technical product increased by ~83% after enhanced placement.

Unique users for Sentiment and News Analysis pages rose by ~67% as a result of dual placements.

The Technical product’s landing page saw a ~772% increase in visits compared to before integration.

Enhanced engagement with existing licensed products strengthened relationships with clients and laid the foundation for future upselling opportunities.

Outcome

Usage of the Technical product increased by ~83% after enhanced placement.

Unique users for Sentiment and News Analysis pages rose by ~67% as a result of dual placements.

The Technical product’s landing page saw a ~772% increase in visits compared to before integration.

Enhanced engagement with existing licensed products strengthened relationships with clients and laid the foundation for future upselling opportunities.

©2026 Maria Gogoleva

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©2026 Maria Gogoleva

GO BACK TO TOP

LOCAL/

22:24:40

UX Consulting

CLient

NDA

Category

UX Consulting

Live Project

Visit Demo

After image
Before image

Problem

Investment platforms struggled to integrate third-party insights and analytics in ways that meaningfully supported investor decision-making and engagement. Users often overlooked tools because they lacked visibility at critical points in the investor journey.

Goal

Improve user engagement and usage of investment research products by strategically embedding actionable insights into high-traffic areas of client platforms to support better decisions and highlight premium capabilities.

My Role and Approach

As the consulting UX designer, I conducted behavioral analysis and usage reviews to identify key touchpoints. I collaborated with product, analytics, and client teams to redesign the integration of insights, ensuring that information appeared where users naturally sought context and next steps.

Key Solutions

  • Identified high-traffic investment pages through analytics and surveys to determine optimal placement for insights.

  • Integrated bite-sized, relevant research into stock and market screens, tailored to decision-making workflows.

  • Redesigned chart and insight layouts to highlight price analysis, trading signals, and results in ways that facilitated quick comprehension and action.

Outcome

Usage of the Technical product increased by ~83% after enhanced placement.

Unique users for Sentiment and News Analysis pages rose by ~67% as a result of dual placements.

The Technical product’s landing page saw a ~772% increase in visits compared to before integration.

Enhanced engagement with existing licensed products strengthened relationships with clients and laid the foundation for future upselling opportunities.

©2026 Maria Gogoleva

GO BACK TO TOP