Internal AI Platform – Acronyms
The Internal Trading AI Platform improves usability, enhancing navigation and data interpretation for faster access to real-time information. With advanced analytics and efficient trade execution, it reduces risks and helps traders make informed decisions.
Problem：
Usability issues on the current platform hinder real-time data access and trade execution, leading to missed opportunities and increased risks.
Timeline：
- Sprint 1: Research & Discovery – User interviews and workflow analysis.
- Sprint 2: Design & Prototyping – Wireframes, prototypes, and usability testing.
- Sprint 3: Development Collaboration – Check design feasibility, document components.
- Sprint 4: Testing & Launch – Final usability tests, feedback loop.
Team：
- 2 Product Managers
- 2 Developer Teams
- 3 Data Scientists
- 2 UX Researchers
- 2 Product Designers
- 1-2 Financial Team Members
Metrics for Success：
- User Satisfaction: Measured by surveys.
- Trade Execution Time: Target 20% reduction.
- User Error Rate: 15% reduction in errors.
- Feature Adoption Rate: Track new feature use.
- Engagement with Visualizations: Monitor usage patterns.
Key Responsibilities：
- Conduct user research, design flows and prototypes, and integrate feedback.
- Collaborate with developers to ensure design feasibility.
Deliverables：
- User Personas & Journey Maps
- Wireframes & Prototypes
- Design Mockups & Style Guide
- Findings & User Feedback
- Design Specs Document
- Final Design Assets
Problem Identified
Background
Acronyms is a consolidated Citi platform linking Federal and Management reporting, analytics and systems across Finance, Risk, Assessments and Compliance ensuring the usage of a common taxonomy globally. Insight is supported by the core Technology Services within global functions technology services organization. This app is web based.
Citi Investment is known for delivering high returns both in the short and long term and providing steady cash flow for each investment. The global investment sector is expected to reach a market size of $1 trillion by 2030 and contribute 13% to the US investment market by 2025.
Values:
Integrity and transparency in all team interactions.
Commitment to continuous learning and professional development.
Building long-term investment strategies based on trust and mutual respect.
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