Multi-Screen FX Trading Platform
Designing an Advanced Trading Platform for a Top 10 US Bank
Challenge
A top 10 US bank sought to design a sophisticated FX trading platform to enhance the trading experience for its specialists, dealers, and FX traders. The goal was to create a streamlined user experience with a flexible, multi-monitor setup that could handle various trading functions such as trade entry, trade blotter, dealer intervention, and trade inquiry. The challenge was to deliver a comprehensive solution that met the specific needs of the traders while ensuring high efficiency and ease of use.
Solution
We developed and executed a comprehensive strategy to design and implement an advanced FX trading platform. Our approach included systems thinking, user experience design, service implementation, and detailed project planning to ensure that the platform met the bank’s specific requirements and enhanced the overall trading experience.
- Enhanced Efficiency
- Improved Customization
- Comprehensive Trade Management
- Better User Experience
1. Systems Thinking & Platform Ecosystem Strategy
We designed a scalable, integrated platform ecosystem that unified the bank’s FX trading operations across multiple monitors.
The platform was architected to align with the bank’s strategic goals, ensuring adaptability to evolving market conditions while maintaining operational consistency across different trading functions.
2. UX Strategy for Products & Platforms
We developed a user-centered interface for the FX trading platform, optimizing the trader’s experience across multiple monitors.
The interface allowed traders to customize their workspace, ensuring that critical tools like Trade Entry, Trade Blotter, Dealer Intervention, and Trade Inquiry were accessible and optimized for quick decision-making.
3. Experience & Service Design
We redesigned the trading service process, focusing on job roles and task allocation. By integrating key functionalities such as trade entry, trade blotter, and dealer intervention, we created a cohesive system aligned with traders' operational needs.
This service-oriented approach enhanced job efficiency and improved overall trading performance.
4. Comprehensive Project Planning & Execution
We created a detailed project plan that guided the platform’s development from concept to execution.
This included business analysis, requirements gathering, and the creation of Functional and Business Requirements Documents (FRDs and BRDs).
Our approach balanced traditional and Agile methodologies, ensuring a smooth and flexible execution of the project.
Impact
Our strategic approach and innovative design significantly enhanced the trading experience for the bank’s specialists, dealers, and FX traders:
Enhanced Efficiency
The flexible, multi-monitor setup and intuitive interface allowed traders to manage trades more efficiently, reducing the time and effort required for trading operations.
Improved Customization
The ability to save and restore custom screen configurations enabled traders to tailor their workspace to their specific needs and workflows.
Comprehensive Trade Management
Advanced features in the Trade Blotter and Dealer Intervention modules provided traders with powerful tools to manage and monitor trades effectively.
Better User Experience
The streamlined and visually appealing design improved overall user satisfaction, making the trading process more engaging and user-friendly.
How We Can Help
At Industriant, we specialize in designing and implementing advanced trading platforms tailored to meet your specific needs.
Our expertise can help your organization:
- Design Integrated Platform Ecosystems that streamline trading operations across asset classes and regions.
- Develop User-Centric Interfaces that support informed decision-making and enhance trading performance.
- Coordinate Comprehensive Project Planning & Execution to ensure seamless integration and scalability of trading solutions.
- Implement Service Design Strategies that enhance user experience and operational efficiency.
Client Experiences
They helped lay the foundation of our expansion into design agency services and adopting design thinking to build complex software for the financial services industry.
Director, Financial Software Firm
I really enjoyed working with them. Forward-thinking UI experts - an asset to interdisciplinary teams.
Senior Developer, Microsoft Research
Some of the most talented and competent digital artists I have ever met, with a rare talent of a creative sensibility and technical wizardry.
Founder, Rossignol & Associates
Looking to enhance your trading platforms?
Let’s collaborate on innovative UX design and strategic planning for mission-critical performance.