Simplifying the collaboration between Buy-side & Sell-side

Windmill Smart Solutions worked closely with stakeholders to turn their vision into a usable solution connecting buy-side and sell-side customers.

Challenge

To create a pertinent experience for both buy-side and sell-side firms and enhance their ability to reach the right partners

Approach

The Windmill team utilized design thinking methodologies stating with understanding the customer needs and gaps supported by continuous design iterations and usability testing

Sector
Finance, Markets & Trading
Solution

In-depth interviews
Personas
Prototypes and wireframing
Visual design and branding
Usability testing

Client
Financial Services Client
Background

Our Client has been fostering improved collaboration between brokers and their clients and its sell-side solutions have brought greater efficiencies and transparency to the distribution, control, and reporting of broker content.

Through a single access point, sell-side clients can easy streamline the distribution of broker content in accordance with their respective entitlement rules and format the interactions data for comparison and analysis.

For buy-side clients, we helped firms efficiently discover corporate access events, track their consumption of research and corporate access interactions, and carry out quantitative broker evaluation.

project screenshots
Lean UX design process

Utilizing lean UX design processes, continuous design iterations and regular stakeholder feedback allowed the team to rapidly produce testable design solutions.

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Impact

The client team was able to deliver on their goal to show their vision for the future of buy-side / sell-side collaboration.

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