Coordinating with BNY Mellon teams in both London and NYC, my team was tasked with conducting UX research and delivering a new strategy and experience for the BNY Mellon Investment Management products.
UX Research, Product Strategy, Experience Design
UX Research, Product Strategy, Experience Design
UX Research, Product Strategy, Experience Design
BNY Mellon Investment Management
Design for findability: a new introduction.
BNY Mellon Investment Management
Design for findability: a new introduction.
Build for the audience
“Power Users” make up 14% of visitors and 48% of visits to the site.
People search for specifics
The most frequently searched terms are highly specific to funds.
Search drives engagement
Power Users without site search view 1.9 pages/visit, and 11% download.
Power Users with site
search view 5.4 pages/visit, and 83% download.
Fund details are key
Fund Details represent 28% of page views, while only 7% of visitors view Resources.
Build for the audience
“Power Users” make up 14% of visitors and 48% of visits to the site.
People search for specifics
The most frequently searched terms are highly specific to funds.
Search drives engagement
Power Users without site search view 1.9 pages/visit, and 11% download.
Power Users with site
search view 5.4 pages/visit, and 83% download.
Fund details are key
Fund Details represent 28% of page views, while only 7% of visitors view Resources.
Enriching search results
Design to increase efficiency and depth.
Creating a "Multi-tool"
Dynamic, Fast, Portable, Open
Every interaction should deliver on a specific need…
Building an Inspiration Source
Sharable, Central, Contextual, Syndicated
and also give the option to be inspired further.
Creating a "Multi-tool"
Dynamic, Fast, Portable, Open
Every interaction should deliver on a specific need…
Building an Inspiration Source
Sharable, Central, Contextual, Syndicated
and also give the option to be inspired further.
Entice
Create a positive view of BNY Mellon; reinforce credibility and trust; inspire confidence.
Extend
Surface relevant, tailored content to create a channel to deepen the relationship.
Enter
Deliver targeted information to support making an investment decision.
Engage
Provide a frictionless path to performance information and adjacent possibilities.
Focusing on the new fund experience
Design to tell the fund story and provide research.
Unify the Ecosystem
Maintain Content Syndication and Personalization Across Domains
Share content types within ecosystem, increasing the power of personalization and optimization across domains.
Integrate Global Navigation and Interaction Models
Unify the global navigation to drive consistency and usability across sites, including search, conversational interactions, and other primary tasks.
Faciliate Engagement
Enhance the Authenticated Experience
Increase profile value through saved searches and lists, managed notifications, sharing tools, and exclusive and personalized content for logged-in users.
Make Employees feel Unique
Being a BNY Mellon employee has it perks, and it should feel like it—from unique design elements to recognize your job type, to enhanced search/research and content aggregation tools.
Unify the Ecosystem
Maintain Content Syndication and Personalization Across Domains
Share content types within ecosystem, increasing the power of personalization and optimization across domains.
Integrate Global Navigation and Interaction Models
Unify the global navigation to drive consistency and usability across sites, including search, conversational interactions, and other primary tasks.
Faciliate Engagement
Enhance the Authenticated Experience
Increase profile value through saved searches and lists, managed notifications, sharing tools, and exclusive and personalized content for logged-in users.
Make Employees feel Unique
Being a BNY Mellon employee has it perks, and it should feel like it—from unique design elements to recognize your job type, to enhanced search/research and content aggregation tools.