Proof of Concept & Pitch

Prototype Concept: UI/UX

J.P. Morgan

Overview

Created compelling visuals and a prototype concept for a new financial analytics platform as part of a strategic pitch between J.P. Morgan and Novus Partners. Hired by the Novus team to develop the visual design direction and updated user experience, the prototype was used by senior-level executives to solidify the partnership.

Project

Platform Prototype for Strategic Pitch

Role

Proof of Concept & Pitch

Objectives

Define visual design direction for a new financial analytics platform
Build an interactive prototype to demonstrate product vision to senior stakeholders
Translate partnership goals into a cohesive product concept under a compressed timeline
Deliver presentation-ready assets for executive pitch meetings

Approach & Activities

Collaborated directly with J.P. Morgan and Novus Partners executives to understand the strategic goals of the partnership pitch
Designed high-fidelity mockups of portfolio analytics dashboards, data visualizations, and navigation flows
Built an interactive click-through prototype that demonstrated end-to-end platform functionality
Iterated rapidly based on executive feedback to align the concept with partnership objectives
Delivered annotated design specs and prototype documentation for potential engineering handoff

Challenges & Lessons

Compressed timeline: concept to presentation-ready prototype delivered in weeks
Required alignment between two organizations with distinct product visions and stakeholder expectations
Design had to convey a credible, production-quality product experience in a prototype context