Financial Services: Investment Product UI

Overview

Designed the product interface for Principal Financial Group's client-facing investment tools while consulting at Deloitte Digital, bringing visual clarity to complex portfolio and insurance data.

Objectives

• Design clear, data-dense interfaces for investment and insurance products
• Establish visual consistency across the client-facing product suite
• Improve readability and comprehension of financial performance data
• Create a visual style guide to standardize design patterns across product lines

Approach & Activities

• Audited existing investment product interfaces to identify inconsistencies and usability gaps
• Designed responsive layouts for portfolio summary, fund performance, and insurance product pages
• Created a visual style guide standardizing typography, color usage, and data presentation patterns
• Delivered production-ready assets and annotated specs within Deloitte Digital's delivery framework
• Collaborated with engineering to ensure data presentation patterns maintained precision at all breakpoints

Challenges & Lessons

• Dense financial data required balancing information completeness with visual clarity
• Investment and insurance product lines had inconsistent design patterns and data structures
• Responsive design had to maintain data readability across desktop and tablet without truncation

Impact