Allowing compliance officers to scan market conditions quickly to reduce risk of suspicious events being overlooked.

Surveyor is a surveillance and mobile market analysis tool serving bloggers, reporters, compliance officers, quant researchers, fund managers and professional traders. The Surveyor app functioned as an educational tool for the capabilities of the enterprise product. It explained the full benefits of the Surveyor enterprise tool, visualized market data and provided a quick way to request an upgrade.

MY ROLe

In this five month engagement, I was the senior designer responsible for managing the project from beginning to end. As part of the Moment team, I collaborated closely with two more designers and a director. My role included: workshop facilitation, brand strategy, visual exploration, visual system creation & extension, graphic design specifications, and tech support. We had weekly workshops with our clients to present progress, get feedback, and make decisions. 

VIEW THE APP

App on iOS

THE APPROACH

During the research phase we understood that Surveyor app had to function as a touchpoint for awareness and adoption of the Surveyor enterprise tool. We knew that compliance officers were reviewing hundreds of market events everyday to assure that financial institutions were not committing any market manipulation. This process was time consuming and full of noise. The Moment team focused on presenting the market events in a way where the users could easily and quickly scan for market conditions to detect market movements that would be invisible using other tools. 

Personas Development

Questions during the concepting phase

Understanding the brand brief

Surveyor is a platform to visualize market data:

• Architecture: Surveyor, and not Trillium, is the dominant brand of the app. 

• Differentiators: Surveyor is better than other apps because it is efficient, consolidated and granular. 

• Value: Surveyor provides unique headlines and makes granular market data accessible to everyone. 

• Audience: Surveyor serves bloggers, compliance officers, fund managers and quant researchers.

• Attributes: Surveyor is transformational, powerful, precise, and visually impressive. 

Deconstructing the brand architecture

Surveyor, and not Trillium, will be the dominant brand of the app. If Surveyor were to have more products in the future (e.g. Surveyor Compliance and Surveyor Order Routing) the Surveyor ecosystem would evolve in a brand focused manner to retain the attributes of the Surveyor brand. 

Surveyor is

• Transformational but not inaccessible.

• Powerful but not overwhelming.

• Precise but not inflexible.

• Visually Impressive but not decorative.

Assessing the existing visual system

By deconstructing the essential components of the Surveyor interface we get to assess their relationship and the visual hierarchy of the screen as a whole. 

Exploring the visual system

Based on the visual hierarchy, we created a range of color explorations to examine the relationship among the essential components within the interface. 

Collaborating with the Surveyor team

We had weekly meetings with the Surveyor team, including the chairman, chief technology officer and chief compliance officer of the firm. We also invited an external developing team to reassure that the design proposals were visible from a technical standpoint. Although guiding a discussion with such a large group was at times challenging, and often there was no time for deep technological questions, it was valuable to have the team's buy-in, in each part of the decision making.