Bloomberg Financial Software

Lead Visual Designer - Isobar

The USA Patriot Act requires in-depth information tracking between hedge funds and their counterparties. Client onboarding is a lengthy, unwieldy, and evolving process. Bloomberg Know Your Client was designed as a way to securely track documents and normalize data, which in turn facilitates and speeds up the process. Faster onboarding results in increased revenue and users can rest assured they are complying with legislative requirements.

My role as art director was to ensure on-brand and cohesive screens were created in tandem with UX and oversee development with Bloomberg in-house programmers. Presented weekly to the client, created a custom icon font, and designed infographics for stakeholder presentations.

*Case Study available upon request.

UX / UI
Digital Product Design
Icon Illustration
Infographics

(Infographic ) The Entity Exchange process gives firms greater control to manage sensitive information and reduces time to trade by turning documents into data.