Building a single, global, cloud-native FIX Hub

Senior Product DesignerFintechB2BEnterprise

Iress — hero screen

ProductIress FIX Hub

Iress provides software to the financial services industry. The FIX Hub brings next-generation tools and services together for best-in-class FIX onboarding.

Details

Cloud-native web platformsurface
Senior Product Designerrole
Developers ∙ Product managers ∙ Product owners ∙ Stakeholdersteam members
Research ∙ Roadmap ∙ Wireframes ∙ Hi-fi ∙ Usability testingscope

Problem

Customers struggled with existing FIX solutions, across many user types with intricate workflows.

Solution

One global FIX Hub with an intuitive interface to onboard, manage transactions and find information easily.

Result

Moderated usability testing came back positive: users praised its simplicity and felt more secure sharing financial information.

Impact

1global FIX Hubone cloud-native home for FIX onboarding
2FIX systems comparedparticipants used VeriFIX and miniFIX
Dailyscrums & reviewsdesign reviews kept build and design aligned

CONTEXT

Iress builds software for financial services. The goal: the best-in-class FIX onboarding experience available anywhere.

As Senior Product Designer, I was responsible for building a single, global, cloud-native FIX Hub with next-generation tools and services.

I worked closely with developers and stakeholders so the Hub was designed around customer needs, using the latest technologies and industry best practices.

USER RESEARCH

I interviewed users to document intricate FIX workflows and hear first-hand where they got stuck.

Involving end users directly gave us real stories of the obstacles they met with existing FIX systems.

I also looked for emerging trends and technologies that could make the Hub a better experience.

Iress: User Research 1

PRODUCT ROADMAP

Research became a comprehensive roadmap and an affinity diagram of needs, wants and pain points.

Roadmap

Key features and capabilities of the Hub: cloud-native architecture, next-generation tools and services.

Affinity diagram

Needs, wants and pain points from every interview, grouped together.

Planning

Done with product managers and stakeholders, using Miro and Figma.

Iress: Product Roadmap 1
Iress: Product Roadmap 2

WIREFRAMES + HIGH FIDELITY

From wireframes shaped with product managers to high-fidelity screens ready for development.

We reviewed wireframes often with product managers and owners to meet stakeholder and user needs.

I joined daily scrums, ran design review sessions and kept design and development aligned.

Iress: Wireframes + High Fidelity 1
Iress: Wireframes + High Fidelity 1
Iress: Wireframes + High Fidelity 1
Iress: Wireframes + High Fidelity 1
Iress: Wireframes + High Fidelity 2

USABILITY TESTING

Moderated sessions with people who use VeriFIX and miniFIX shaped the final design.

I guided participants through specific tasks, recorded their interactions and collected feedback.

People praised the simplicity and ease of use, and felt more secure sharing financial information.

Iress: Usability Testing 1
Iress: Usability Testing 1

CONCLUSION

A FIX Hub that makes exchanging financial information simple, efficient and secure.

User research and testing led to a system that simplifies financial information exchange and helps users take control of their finances.