J.P. Morgan Markets

Comprehensive Financial Power

Product & UX Design

Project Details

  • Client

    J.P. Morgan

  • Date

    Winter 2013

Personalizing the world’s most powerful financial suite

J.P. Morgan needed a strategy for communicating the value and competitive advantage of their flagship knowledge platform, J.P. Morgan Markets, while also making it appealing to a new generation of traders. Insights gathered from user and stakeholder interviews revealed four distinct groups who each needed to know how the suite of seemingly disparate tools could be arranged and personalized for them. The proposed solution included a full visual redesign, customizable product detail pages, interactive tool demonstrations and previews of research and thought leadership by key opinion leaders.

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Strategy

To lay the foundation for the redesigned J.P. Morgan Markets website, 12 stakeholders from the JPMM team were interviewed, yielding critical insights that shaped the strategy. Synthesizing these discussions led to a strategy deck focused on key themes such as: emphasizing product-specific capabilities that drive client preferences, defining JPMM by its future potential, and leveraging existing client relationships to cross-sell services. These insights informed a series of sitemaps, culminating in a tiered approach that structured services above products to better align with identified client needs.

JPMM - Interview Findings
JPMM - Sitemap

Strategic findings and sitemap

Wireframes

Over 20 wireframe concepts were explored to refine the website's functionality and layout. As the JPMM team embraced the strategy of exposing their platform’s sophisticated capabilities, personalization emerged as a focal point, with a homepage tailored to common client roles and their service usage patterns. The sign-in experience shifted to a dedicated overlay, streamlining onboarding and new user enrollment. Distinct content types were created for Service and Product pages, each integrated with lead generation forms to drive business outcomes.

JPMM - Wireframes V1 01
JPMM - Wireframes V1 02

Homepage concept with prominent login area

JPMM - Wireframes V1 03
JPMM - Wireframes V1 04
JPMM - Wireframes V1 05

Personalized homepage and features

JPMM - Wireframes V1 06
JPMM - Wireframes V1 07

Iterating on personalization options

JPMM - Wireframes V2 01
JPMM - Wireframes V2 02

Final homepage with simplified dropdown

JPMM - Wireframes V2 03
JPMM - Wireframes V2 04
JPMM - Wireframes V2 05

Homepage sections and sign in overlay

JPMM - Wireframes V2 06
JPMM - Wireframes V2 07

Product pages with interior navigation

Mockups

Visual design progressed in tandem with wireframing, enabling quick, actionable feedback with every revision. The resulting style balanced modernity with tradition, combining classic grays, silvers, and custom line artwork inspired by J.P. Morgan’s original handwritten signature. Product close-ups became a focal point, offering interactive click-through demonstrations. The final design introduced custom Service pages and templated Product pages, setting a new benchmark for the platform. The excitement generated by this redesign even spurred discussions about an overhaul of the JPMM product itself.

JPMM - Designs 01
JPMM - Designs 02

J.P. Morgan Markets homepage

JPMM - Designs 03
JPMM - Designs 04

Analytics and Trading pages

JPMM - Designs 06
JPMM - Designs 05
JPMM - Designs 07

More products and team info

I’m currently leading the User Experience team at Taoti in Washington, D.C.

As Director of UX Design I'm looking after (and growing) an innovative, lean and effective team that delivers value to our clients. Get in touch with me to discuss speaking engagements and other professional opportunities.

My full work history is available on LinkedIn at btiny.link/linkedin

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