data visualization for landing pages

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The Investment Summary dashboard is an extremely significant page for clients. They need to see all their information and numbers in a snapshot view before diving deeper into their accounts. A compelling visual journey takes this page a step further, with clearly defined entry points and specific tasks.

Partners

  • Investment Summary product owner

  • Researcher

  • Designer

  • BSA + scrum team

  • Legal

Approach and results

  • Research determined our information hierarchy.

  • I worked closely with the product owner to ensure accuracy for all microcopy (especially labels and links).

  • The experience is clear and direct: there’s no ambiguity when the investor clicks “View Positions,” “Fixed Income & Cash,” or “View U.S. Overview.”

  • More data visualization to break up text and numbers. The dashboard shows as much as possible through colorful charts and graphs while being fully ADA compliant.

  • Additional collaboration with designers on the visuals, such as the color palette and image placement.

content design

  • Webex’s Content Design team

    • introducing Webex’s voice and tone

    • updating Webex’s voice and tone

    Momentum Design System

    • creating a content design system

    • implementing a content-ready checklist for designers

    Write Like Webex

    • supporting and rolling out Webex’s gen AI writing tool

ux writing

  • Control Hub

    revamping and restructuring organization settings

    creating a Getting Started guide

    crafting a gamified security coach

    Partner Hub

    revamping and restructuring organization settings

    creating a Getting Started guide

    crafting a gamified security coach

    Contact Center for admins

    revamping and restructuring organization settings

    creating a Getting Started guide

    crafting a gamified security coach

    Cisco Unified Identity

    revamping and restructuring organization settings

    creating a Getting Started guide

    crafting a gamified security coach

conversational
design

content strategy

product copywriting