Pacific Investment Management Co.
The vision was to create innovative and creative investment management solutions to reflect the ever-changing needs of the market. Refreshing PIMCO’s dotcom presence to improve user experience, enhance brand perception, and simplify navigation for advisors, institutional investors and retail investors.
Timeframe
2022 - 2024
Role
Lead Product Designer
the challenge
We needed to create a new design system, write guidelines for a worldwide financial experience, and update site-wide architecture. Ideation and execution for a new global wealth management experience including investment strategies, funds, resources, and intuitive market insights.
the solution
With a clean, modernized homepage, focused on user needs, with an easy-to-navigate structure. Enhanced access to tools like performance reports and investment strategies. It has integrated high-impact visuals that align with PIMCO’s authoritative brand while appealing to modern sensibilities.
impact
Revamped architecture and navigation, emphasizing investment strategies, fund product overhaul, up-to-date insights, and the addition of podcasts.
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increased average time on site
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reduced bounce rate
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improved customer satisfaction scores from investors due to simplified access to relevant content
research
Users struggled to find key information quickly due to cluttered navigation and outdated design. The research identified that institutional investors needed fast access to performance data, market insights, and portfolio management tools.
PIMCO’s brand needed to appear more modern while maintaining trust and authority in the investment space.
feedback
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 better data visualizations and interactive elements for real-time performance tracking.
architecture
This involved designing a robust, scalable system for efficient financial operations and decision-making. We created solutions that enhanced data flow, optimized workflows, 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.
reflection
Balancing detailed financial data with simplicity is crucial for financial websites targeting institutional clients.
Iterative testing was key to fine-tuning data presentation and ensuring clarity without sacrificing content depth. The project reinforced the importance of aligning user needs with brand objectives, especially in highly specialized sectors like investment management.
