01 / 25 — HERO
An end-to-end workspace for the modern Relationship Manager — triage, decide, act, communicate.
From a fragmented day
to focused decisions
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 / rm / command-center
PREVIEW MODE
03 / STRATEGY
DESIGN PHILOSOPHY
UX STRATEGY
Workflow before data. Every screen earns its place.
The work was framed around four core verbs of an RM's day — TRIAGE, DECIDE, ACT, COMMUNICATE. Every screen serves one of these moments.
TRIAGE
DECIDE
ACT
COMMUNICATE
The work was framed around four core verbs of an RM's day — TRIAGE, DECIDE, ACT, COMMUNICATE. Every screen serves one of these moments.
TRIAGE
DECIDE
ACT
COMMUNICATE
The work was framed around four core verbs of an RM's day — TRIAGE, DECIDE, ACT, COMMUNICATE. Every screen serves one of these moments.
TRIAGE
DECIDE
ACT
COMMUNICATE
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
12 / EVOLUTION
WIREFRAME TO HI-FI
ITERATIVE DESIGN
From structural scaffolding to interactive dashboards.
PROCESS VALIDATION
Validating Information Architecture
By testing low-fidelity wireframes early, we validated the progressive disclosure model—ensuring the dashboard hierarchy prioritized critical alerts (drifts/breaches) without overwhelming the user. Only after confirming the interaction flows did we scale up to the final Angular/Power BI component library.
13 / 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
14 / 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. Today is the blue line. The breach is the red line. The space between is 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
15 / 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
16 / 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.
17 / FLOW · STEP 01
DETECT & DIAGNOSE
DETAILED USER FLOW
Step 01: Detect & Diagnose
SYSTEM ACTION
Detecting Mandate Breaches
The system automatically flags any mandate breaches across the household book. AI provides an immediate impact analysis, surfacing the "Why" behind the drift before the RM even opens the client file.
18 / FLOW · STEP 02
REVIEW STRATEGY
DETAILED USER FLOW
Step 02: Review Strategy
RM INTERVENTION
One-Click Rebalancing
The RM reviews the proposed trades. With a single click, they can execute a complex rebalancing strategy across multiple holdings and asset classes, all while maintaining strict compliance with the Investment Policy Statement (IPS).
19 / FLOW · STEP 03
EXECUTE REBALANCE
DETAILED USER FLOW
Step 03: Execute Rebalance
VERIFICATION
Reduced Choice Architecture
The AI pre-selects the optimal trade path, allowing the RM to make faster, higher-confidence decisions. By limiting visible options to those most relevant to the breach, cognitive load drops sharply at the highest-stakes moment in the flow.
20 / FLOW · STEP 04
CONFIRM SUCCESS
DETAILED USER FLOW · VALIDATION
Step 04: Confirm Success
VALIDATION
Visual Confirmation
The UI provides immediate visual feedback confirming the success of the trades. The RM sees a "clean" mandate view, ensuring that the household portfolio is now perfectly aligned with their financial goals.
21 / FLOW · STEP 05
NOTIFY CLIENT
DETAILED USER FLOW
Step 05: Notify Client
AI SYNTHESIS
Personalized Communication
The AI co-pilot automatically drafts a personalized email to the client, explaining the rebalancing action taken, the rationale behind it, and attaching the updated trade reports for transparency.