Crafting Pacific Investment Managment Co’s Renaissance
PIMCO Global Digital DOTCOM
Timeframe
2022 - 2024
Role
Lead Product Designer
Overview —
With refreshing the legacy dotcom experience, the vision was to create innovative and creative investment management solutions that reflect the market’s ever-changing needs.
This modern presence would improve user experience, enhance brand perception, and simplify navigation for advisors, institutional investors, and retail investors.
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Unique regional experiences catering to financial advisors, institutional, and retail investors across the globe
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Products ranging from mutual funds, ETFs, interval funds, closed-end funds, separate accounts, alternative investments, and ESG focused strategies
Outcome —
A clean, modernized design system, focused on user needs, with an easy-to-navigate structure. Enhanced access to tools like performance reports and investment strategies. With integrated high-impact visuals that align with PIMCO’s authoritative brand while appealing to modern sensibilities. Other key improvements include:
- Navigation and financial planning tools focused on improving navigation and integrating holistic financial planning tools. Provides users with a more intuitive and efficient experience, facilitating easier access to information and resources.
- Modern Sitecore modules with a variable-based design system enhance its digital presence, focusing on user experience and technological innovation.
- Improved cross-team efficiency by 40%, reduced inconsistencies, and accelerated feature delivery.
- Improved performance, security, and scalability, contributing to a seamless user experience.
- Educational content and thought leadership multimedia resources feature a variety of multimedia content, including videos and podcasts, where PIMCO’s experts share insights on economic themes and market shifts. This diverse content strategy caters to different user preferences and enhances engagement.
- Addition of a new responsive media player with transcripts.
Results —
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Increased average time-on-site
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Growth in daily active users
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Improved user satisfaction scores
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Increase in development efficiency
Research —
We worked with McKinsey consulting and cross-functional teams to identify inconsistencies in our brand, identifying pain points, prioritize focus for a simplified design system, and create a shared perspective around elements in products per type of user.
- Keep in mind who the user is and where they are within the flow.
- Financial advisers and institutional investors needed fast access to performance data, market insights, and portfolio management tools.
- Brand needed to appear modern, while maintaining trust and authority in the investment space.
Insights —
Early testing revealed that users found the new navigation intuitive but requested clearer visual cues for key data points. We adjusted the design to include highcharts data visualizations and interactive elements for real-time performance tracking.
Architecture —
Creating a scalable system for efficient financial operations and decision-making was challenging for an array of regions across the globe. With the main focus on strategies and products. We created solutions that enhanced data, optimized journey flow, and ensured compliance while aligning with the firm’s strategic objectives.
Ideation —
Refined page layouts and optimized content hierarchy based on stakeholder feedback and usability testing.
Impact —
Balancing detailed financial data with simplicity is crucial for financial websites targeting advisors and institutional clients. We improved cross-team efficiency by 40%, reduced inconsistencies, and accelerated feature delivery.
