Zeshawn Ahmed
ZA

DCM Advisors

Client Project: Experience Design for a Mutual Fund Company

DCM Advisors is an investment advisory boutique firm offering mutual fund accounts to clients across the U.S.

Role
TIME
TEAM
UI/UX Designer
May 2021 - Present
Jerry Rappaport, Malik Kharakh, Deborah Hawkins, Luke Giorgio

An Overview

In 2021, I connected with my client DCM Advisors, a new entrant into the Asset Management world, a company that had not invested a great deal into their online experience. With a clunky website that didn't instill trust in prospects, it was clear that in order to secure investments, DCM would need to re-think their strategy and focus more on digital.

The Challenge

  • General lack of online presence on Google, LinkedIn, and Web
  • Poorly Designed Website that needed upgrading
  • Non-existent Design System

The Solution

  • New website that instills trust in prospects
  • Dedicated Webpages for Mutual Funds and Separately Managed Account products
  • Organized Design System

Visit DCM Advisors →

Visit the LETAX Fund Page →

Revamped DCM Home Page. I optimized for professionalism and simplicity.
Simple and Professional Newsroom Design.

"Keep It Simple, Stupid". Simplicity is a hallmark of my design philosophy.

Design System Used

Explore Design System →

Competitive Analysis and Reference Designs

I researched  websites for Asset Management institutions and Fund Companies, and started to piece together the underlying requirements for a trustworthy Fund Webpage. Referencing JPMorgan Asset Management, I reverse-engineered the proper components required to build DCM's Fund page, and began prototyping in Figma.

Designing an Effective Fund Page

Project Reflection

Ultimately, this project taught me  how to work with a multinational team in different time zones and honed my time management skills. It also allowed me to better understand the needs of corporate clients and their end users who expect a much more professional feel to the design, as this is especially true in the fintech space. In the future, I would like to explore more creative ways to infuse my own passions into the project without compromising on the needs of the client.

"In the future, I would like to explore more creative ways to infuse my own passions into the project without compromising on the needs of the client. "