Designing Due Diligence Solution for Everyone
Leading UI Design for Ferret AI, I transformed complex risk intelligence into an intuitive platform that processes millions of data points, making sophisticated AI insights accessible through a modern interface while increasing user engagement by 60%.
Year (Duration)
2022 (3 months)
My Contribution
Leading the UI Design
My Role
UI Lead
Key Actions
UI Design, Design System, Testing
Challenges
In an era of increasing business risks and digital footprints, traditional due diligence methods were only available for Banks and Investors. Ferret AI needed to make complex AI-powered risk intelligence accessible and actionable for people without data science expertise and being banks.
To transform vast amounts of unstructured data into clear, actionable insights through an intuitive interface
To create a consistent experience across multiple AI features while maintaining the platform's sophistication
To help users understand and trust AI-generated risk assessments through transparent, user-friendly design
Kickoff
To establish a strong foundation for designing an intuitive AI risk intelligence platform, I facilitated a series of strategic discussion.
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Collaborated with the AI team to understand the platform's capabilities, data processing methods, and potential user touchpoints.
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Making AI intelligence accessible, ensuring user trust, and maintaining analytical depth while simplifying the interface.
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Identified two distinct user groups:
Business analysts needing quick risk assessments
Individual users seeking personal risk intelligence
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How might we design an interface that transforms complex AI analysis into clear, actionable insights while maintaining user trust and engagement?
Establishing a Cohesive Design System
To ensure consistency and efficiency across the platform, we established a comprehensive design system as our foundation. This system streamlined our design and development workflow while maintaining visual harmony.
Created foundational elements: typography, color palette, spacing, and grid system
Developed reusable UI components and interaction patterns
Established clear documentation for consistent implementation
Designing the Solution
After establishing our design system and understanding user needs, we moved forward with creating an interface that would make risk intelligence accessible and actionable. Our solution focused on three key areas:
Engaging Onboarding Experience
I developed visually appealing illustrations and concise instructions while users are in their onboarding moment. I created interactive elements to guide users through key features.
Intuitive Information Visualization
I created clear, scannable layouts for quick insights and risk assessment scores. Besides, I designed sections for real-time updates and personalized insights
Streamlined Search Experience
We simplified the process of finding and analyzing risk information through smart search patterns. We Streamlined access to user-curated queries and Implemented tagging and filtering for easy information management
Real-time Updates Interface
I designed an efficient system to display new intelligence updates without overwhelming users. The updates are real-time and the insights are personalized.
Match Discovery & Legal Documents
We simplified complex data relationships into an intuitive interface, making both potential matches and legal documents easily discoverable and actionable.
Crafting an Intuitive Homepage
We designed a focused homepage that balances quick access to vital information with simplified navigation.
Design for Dark Theme
Our dark theme implementation focused on both aesthetics and functionality, ensuring clear visual hierarchy and comfortable viewing.
Testing & Iterations
We conducted usability testing with 8 participants, including business analysts, compliance officers, and individual investors. Through moderated sessions, we observed how users interacted with key features:
Risk assessment workflows
Search and filtering patterns
Document analysis tools
Impact & Looking Ahead
Our design approach transformed complex risk intelligence into an intuitive platform, leading to successful adoption among business analysts and individual users alike. Users particularly praised the platform's ability to surface critical insights quickly and its user-friendly interface for complex data exploration.
These initiatives will help Ferret maintain its position as a leading risk intelligence platform while making sophisticated AI insights accessible to more users.
For Ferret's continued growth, we identified three key opportunities:
Enhance real-time intelligence capabilities with advanced filtering options
Expand analytics features for enterprise users
Build collaborative tools for team-based risk assessment