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

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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.

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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

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Visit DCM Advisors →

Visit the LETAX Fund Page →

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

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

Design System Used

Explore Design System →

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Competitive Analysis and Reference Designs

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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.

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Designing an Effective Fund Page

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Project Reflection
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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.

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"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. "

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