Fin Search is a platform built to help financial analysts conduct efficient research. In an industry filled with dense interfaces and workflows, the team was streamlining a tool that could do it all.
On this project I functioned as a UX consultant. My role was to help shape the user experience, and offer feedback on design direction. The goal was to help the team see where complexity could be simplified.
Focus
Uncovering pain points: asking the right questions to get to the heart of what analysts actually struggle with.
Guiding the UX approach: suggesting simpler flows, clearer hierarchy, and ways to build trust through design choices.
Providing strategic feedback: helping the team evaluate design decisions, features, and align the product with the right audience.
Key Contributions
1. Clarifying the user
We needed to clarify users and establish tone. By honing in on perspective, we ensured features spoke directly to user needs.
2. Streamlining onboarding
I advised on ways to reduce friction at the start of the user journey. Rather than relying souly on guided demos, I suggested a simpler, public facing tier.
3. Building credibility with feedback loops
I advised on in-app feedback and annotations. This not only helped prioritize improvements but also created transparency between the platform and its users.
4. Simplifying core features
For tools like company screening, document summarization, and chat, my role was to critique flows and suggest ways to make them feel more intuitive and lightweight. The answer in this case was structuring content, creating a clear hierarchy and adding natural language to act as a user guide.
What I Learned
Consulting on Fin Search reinforced the value of an outside design perspective. I was able to to bring clarity to the app, ask critical questions, and suggest actionable adjustments so the team could focus on engineering.
Conclusion
Fin Search represents a shift in how financial research tools are expanding. My contributions weren’t about pixels or polished screens, but about helping to guide the team toward friendly UX. The result is a platform that the team can continue to refine with clarity.
