PROTOTYPE
EXIT PRESENTER
STRAND FINANCE
/ UX CASE STUDY · 2026
01 / 12 — HERO
An end-to-end workspace for the modern Relationship Manager — triage, decide, act, communicate.

From a fragmented day
to focused decisions

ROLE
Senior UX/UI Designer & AI Strategist
CLIENT
Strand Finance — Private Wealth
TIMELINE
24 weeks · 2026
TEAM
1 Product Manager · 2 Software Engineers · 1 Power BI Developer 1 Data Scientist · Me (UX Designer and AI Strategist )
PLATFORM
Enterprise Web + Responsive PWA
TOOLS
Figma · Angular · Power BI · SAAS
STATUS: CASE STUDY · 2026 PARTH PAREKH · DESIGN LEADERSHIP REVIEW
02 / OVERVIEW
THE SOLUTION AT A GLANCE
EXECUTIVE PREVIEW

A unified workspace for the four moments of an RM's day — triage, decide, act, communicate.

About this case study
The original engagement at Strand Finance is under NDA. The visuals shown here are a recreation built for portfolio purposes; the problem framing, user research, design decisions, and component architecture are from the original engagement. Specific metrics reflect either measured outcomes from the original work or modeled projections based on competitive benchmarking — noted where applicable.
●strand.finance / jameson / dashboard
AS OF 09:02 ET
03 / EXECUTION
DESIGN PHILOSOPHY
EXECUTION STRATEGY

Workflow before data. Every screen earns its place.

PRINCIPLE 01
Workflow before data.
Every screen earns its place by serving a moment in the RM is day.
PRINCIPLE 02
AI augments, never replaces.
AI handles synthesis. The RM owns the relationship.
PRINCIPLE 03
Trust through transparency.
Every number shows its source, its timestamp, and its confidence.
BEFORE WORKFLOW
AFTER WORKFLOW
04 / PERSONAS
THE TRI-FOLD STAKEHOLDER
PERSONAS

Three roles. One shared pain: fragmentation.

JW
Jameson W
SR RELATIONSHIP MANAGER · 12Y
AGE
47
BOOK
45 clients
AUM
$380M
TECH
High / Wary

GOALS

  • Walk into every meeting fully prepared
  • Spot client problems before clients do
  • Grow her book through referrals

FRUSTRATIONS

  • Data scattered across 5+ systems
  • 2-hour pre-meeting ritual
  • Reactive drift detection

I want to spend time talking to my clients, not wrestling with spreadsheets.

SA
Sharon Aguste
HNWI CLIENT · PRE-RETIREMENT
AGE
58
SEGMENT
HNWI
ASSETS
$8.5M
STAGE
Pre-retire

GOALS

  • Know if he can retire on time
  • Fund daughter's wedding next year
  • Leave a legacy without family conflict

FRUSTRATIONS

  • Doesn't understand his statements
  • Fees feel opaque
  • Wants "am I on track?" not TWR

Don't tell me my alpha. Tell me if I can afford to retire at 60.

DW
Diane Whitfield
HEAD OF COMPLIANCE · 15Y
REPORTS
8 analysts
TENURE
15 years
SCOPE
Firm-wide
TECH
Medium

GOALS

  • Surface systemic risk before regulators do
  • Reduce false-positive alerts
  • Audit trail without burdening RMs

FRUSTRATIONS

  • Concentration risk hides at household level
  • KYC profiles go stale
  • Succession exposes data debt

Compliance shouldn't be an autopsy. It should be an early warning system.

05 / JOURNEY
BEFORE THE REDESIGN
CURRENT-STATE JOURNEY

A fragmented Tuesday morning — six steps, five systems, zero confidence.

T −2:00
01 · TRIGGER
Calendar alert
"I need to start prepping now."
😐
2 hrs to prep · context-switch starts
T −1:45
02 · GATHER
Open 5 systems
"Where did I save last quarter's notes?"
😤
5+ tool context switches
T −1:00
03 · AGGREGATE
Export 3 CSVs
"Did I include the trust account?"
😟
Manual, error-prone consolidation
T −0:30
04 · WRITE
Draft narrative
"Did I get the benchmark right?"
😩
Repetitive writing fatigue
T −0:10
05 · FORMAT
PowerPoint hell
"This template is so old."
😐
Time spent on fonts, not insight
T 0:00
06 · MEETING
Enter unprepared
"Please don't ask about Apple."
😬
Knowledge gaps surface live
EMOTIONAL CURVE DIP AT AGGREGATION
06 / AI STRATEGY
THE STRATEGIC BET
AI INTEGRATION

AI not as a feature.
AI as a material.

Treating AI like a "ChatGPT button" failed. Threading it through the workflow — at the exact moment the RM needed synthesis — worked. For every pain point we asked one question: can AI eliminate the friction entirely?

FOUR PRINCIPLES FOR AI IN UX
01
Show confidence, not just answers.
02
Always editable.
03
Provenance, one click away.
04
No hallucinated specificity.
07 / HI-FI · BOOK OVERVIEW
CLICK ME TO VIEW THE DESIGN CRITIQUE OF LANDING PAGE
STAGE 01 · TRIAGE
AI CO-PILOT · CAUGHT A RISK

From two hours to under couple of minutes.

●strand.finance / book / overview
AS OF 09:02 ET
08 / HI-FI · DRIFT FORECAST
7-DAY HORIZON
STAGE 02 · DECIDE
PHASE 1 SOLUTION · COMPLIANCE

Compliance shifts from autopsy to early warning.

From detection to decision in a single screen. Action moves to STAGE 03.
01
Forecast horizon, visualized. The space between the current date and a potential breach represents the action window.
02
Probability, not certainty. The model says 92% — and shows the band, never a single number.
03
Inline action. "Rebalance" sits on the row. No modal. No three-step trap.
04
Impact: compliance escalations −54%.
●strand.finance / risk / drift-forecast
7D FORECAST
09 / HI-FI · MEETING MODE
<5 MIN PREP
STAGE 03 · ACT
PHASE 1 SOLUTION · ACTION

From decision to action — in under a minute.

●strand.finance / households / sterling / copilot-execute
DRAFT v3 · 09:14 ET
10 / SCALE
RM COMMAND CENTER
STAGE 04 · COMMUNICATE
CONSOLIDATED VIEW

Closing the loop — from analysis to client communication.

strand.finance / jameson / overview
01 · AGGREGATE PERFORMANCE
Macro view of all managed assets vs benchmarks.
strand.finance / jameson / performance
02 · DEEP DIVE ANALYTICS
Historical outperformance tracking and volatility profiling.
03 · CLIENT COMMUNICATION
AI-drafted reports. RM-approved. Delivered with audit trail.
11 / USABILITY
12 RMs · 3 FIRMS
USABILITY TESTING

SUS 87. Top tenth percentile.

TASK SUCCESS AVG TIME VERDICT
Find the top client to call today
100%
8s
PASS
Run a full pre-meeting prep
92%
45s
PASS
Triage a drift alert end-to-end
83%
90s
FIXED V4
Capture meeting notes on mobile
100%
35s
PASS
Answer "Apple exposure across household?"
92%
12s
PASS
WHAT FAILED · V3
Initial drift triage was confusing — testers expected one-click resolve, but we'd buried "Rebalance" in a 3-step modal. V4 brought the action inline on the alert card.
SYSTEM USABILITY SCALE
87/100
TOP 10th PERCENTILE
Industry average for B2B finance tooling is 68. The legacy platform scored 41.
PASS N=12 3 FIRMS
12 / THANK YOU
FIN
STRAND FINANCE

Lets build something
exciting together.

"The best way to predict the future is to design it."

If you want to know more and detailed process about this project, email Parth to schedule for an intro call and he is happy to guide you through his process.

EXPLORE THE PRODUCT PROTOTYPE
DETAILED CASE STUDY
PORTFOLIO

If you want to know more about this process in detailed overview, connect parth on the email id provided. Its easy for you to click and copy his email id directly.

Case study notes: Original Strand Finance engagement under NDA. Recreated visuals + benchmarked projections shown for portfolio purposes.
PORTFOLIO
Parth K Parekh - UX Strategist, Designer & AI Consultant
CONTACT
LinkedIn | mr.parekhparth@gmail.com
PRESENTER READY Slide 01 of 12
AI CO-PILOT SPEAKING