About Global Investments

The securities lending module was created for a renowned client of the financial industry in Mexico City. In it, operations can be arranged between lenders and borrowers, with the possibility of visualizing the market offer, establishing collateral, scheduling arrangements, among other functionalities. It is designed to scale globally, being developed in Spanish and English.

The Problem

The module that was being used presented failures in certain functionalities, the user experience was not good enough, and it had accessibility problems, so the conversion was not as expected. It also didn't present opportunities in the market, and supply and demand was limited to face-to-face contact between the parties.

Timeline

We work with agile methodologies to estimate realistic deadlines.

With Scrum we ensure continuous communication and collaboration, change acceptance, adaptive planning and continuous improvement. We use different ceremonies to have fast product development, testing and release.

a/ Research

We observe and analyze our users and the environment in which they develop, in our research we discover different insights within activity in the Short Sale, Daily Payment, Negotiation within all the applications with which we seek that we can improve our experience.

b/ Competitor Analysis

In this type of evaluation about their competitors, we can get the competitive advantage over them and this will make their product unique and better than others available.

Through the competitor analysis, we will be able to find out the strengths and weaknesses of competitors. So, we did the research on the similar looking services present in the market.

We analyze some features like the use of dashboards for better product organization and also, which will allow us to build a better product.

a/  Wireflows

To understand how product interactions work, we decided to create wireflows that show the objectives of the flow and what is its behavior.

d/  Hi-Fi Prototype

Having designed the components and understood the functionality of the product, we create the most similar and navigable representation of the product.

e/  Dark Mode

We discovered that users of this platform spend many hours in front of the computer screen analyzing different negotiations, for that reason we decided to create a dark mode to facilitate reading and reduce visual fatigue.