My Responsibilities
Research & Discovery
UX/UI
Design System
Duration
8 months
Team Members
Varun Murkar
Design Lead
Studio
HumanX
Platform
Web App
Overview ✨
compoundexpress is an enterprise software solution for mutual fund distributors to manage their daily workflows. It empowers financial intermediaries with data, insights and cutting-edge technology. The goal of this project was to build B2B and B2B2C platforms which would work as a 9-5 tool for all their needs.
compoundexpress’s mission is to address the key challenges faced by Mutual Fund Distributors, such as managing transactions across multiple platforms and the lack of insightful reports for effective client communication. By solving these pain points, we helped them become the preferred choice for all distributors.
How might we make mutual fund distributors
feel in control?
Opportunity Areas 🎯
How might we reduce time to serve?
How might we help distributors grow their business?
How might we manage emotions of the investor?
Who are our users? 👥
We conducted user and stakeholder interviews that helped us get rich insights into use’s and
organisations behaviour, their needs and points of frustration.
This immersion helped us arrive at 4 key drivers of behaviour ⚡️
Desired Shifts ⏩️
Armed with these insights the desired shifts became clear
Guiding Principles 🧭
A set of guidelines created to ensure every design decision is consistent, intentional, and user-centered
Features and interventions ✨
Nudges and Reporting Insights
💡 User Insight
While making a new transaction for their investors, MFDs did not have a clear view of its impact on the investor’s portfolio. They typically have to wait for the monthly CAMS report what the current state of the portfolio is.
🎯 What changed as a result
We helped the MFD be more effective and efficient. Instead of requiring the MFD to wait for an external report, dig up data and try to make sense of it, we automatically surface actionable insights based on data that’s fetched directly from RTA (Registrar and Transfer Agent)
Reporting dashboard
The reporting dashboard in compoundexpress offeres a comprehensive overview for MFDs, covering portfolio 360, AUM by AMC, Fund-Wise AMC, security exposure, and client-wise analysis.
Solution baskets
Solution Basket diverifies investments by grouping funds with strategic allocations, offering stability, growth, and reduced risk-perfect for investors seeking balanced, multi-fund portfolios.
Mutual Fund Dashboard
Simplified workflows - transaction flow
Restructuing processes, enhance usability, and reduce cognitive load