Jesse Lee Portfolio
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Credit Suisse IPO

Intro

Credit Suisse, an investment bank needed a way to design an experience for analysts to see how many IPO’s went public based off a specified criteria so that they can prepare the right details fro different clients that Credit Suisse analysts serves.

Problem

IPO Syndicates aren’t able to bring concise research numbers before an IPO launches. The team has to gather data from numerous locations and softwares across the firm in order to find insights and data

Solution

To create a software that analyzes insights for analysts so that they can quick data to match their predictions for their clients. Predicting and extracting insights for future earnings for a company and their IPO’s was also an additional competitive advantage.

Process

My role of the project was the Product designer building the wireframes, interactions, and conducting research.

Personas

Conducted user research and derived two personas from our insights

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Customer Journeys

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Core Pains of Users

  • Users not able to get high level overview of critical tasks and actions

  • Users need a way to find the best days for public offering

  • Users don’t enough insights on allocations for investors

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Wireframes

Exploratory Variations

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Visual Design Iterations

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