Leonteq - Investment platform user research and design

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E-portal was an initiative to consolidate different applications into one platform both for investment bankers and clients.

  • 1 Agile Project Manager
  • Product Owner and SMEs
  • 3 Designers (🙋🏻‍♀️)
  • Development Team
  • User Research


  • Shadowing: I joined two of the SMEs to see how they do their daily work and what applications they use
  • SME interviews: they explained their work process
  • Data analysis of current process
  • Workshops to define epics
  • Interdisciplinary agile requirements gathering meetings to define user stories
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ShadowingInterviewsWorkshopsData and Process Analysis