T. Rowe Price
In the fall of 2020 I joined T. Rowe Price in support of the financial advisor and intermediary division. As a Sr. UX Designer I support a range of digital products by facilitating UX research, UI design and design system implementation.
IRT (Investment Research Tool)
The Challenge
The investment research tool needed to be modernized by integrating multi vehicle search functionality, downloadable content and a refreshed visual appearance aligned to the new design system.
About the Project
The T. Rowe Price USI investment research tool offers a seamless user experience (UX) by providing intuitive navigation and comprehensive data visualization. The user interface (UI) incorporates real-time market data, and customizable filters, enabling investors to analyze investment opportunities effectively. This integration of user-centric design and data-driven insights empowers users to make informed decisions, enhancing their investment research journey.
Salesforce Scheduler
The Challenge
Create a fully customized scheduler tool that is connected to the Saleforce API.
About the Project
The T. Rowe Price USI Salesforce scheduler tool combines a user-friendly interface (UI) with an intuitive user experience (UX), streamlining appointment scheduling and client management. The UI features a sleek design with a user-centric layout, allowing sales professionals to easily manage appointments, view client profiles, and access relevant information. Through this seamless integration of design and functionality, the tool enhances productivity and facilitates more meaningful interactions between T. Rowe Price USI's sales team and their clients.
Advisor Dashboard: Self Service Tool
The Challenge
Create a custom reporting feature that allows financial advisors to upload a book of business and financial holdings.
About the Project
The T. Rowe Price Advisor Dashboard's self-service tool redefines user experience by offering an intuitive interface that simplifies financial management. Seamlessly navigate through client portfolios, track investment performance, and access critical insights effortlessly. With its user-centric design, the Advisor Dashboard empowers advisors to provide tailored recommendations, fostering productive and informed financial discussions.
