Neon Portfolio
A secure client portal for 2,500+ US and UK Clearing clients, replacing email statements with an interactive dashboard for real-time transaction monitoring, balance tracking, and performance analysis.
MY ROLE
Leading end-to-end design, cross-functional coordination, design system implementation, and development support.
THE TEAM
Three designers, eight developers, two QA, and a Clearing Business Technologist.
TIMELINE
Q4 2020 – Q2 2023
CHALLENGE
Clients previously relied on manual, email-based methods to receive account statements and performance updates. This not only posed security risks but also delayed access to important financial data. There was a clear need to modernise the experience with a secure, self-serve solution that met high standards for data accuracy, speed, and usability.
SOLUTION
Built a responsive web application providing:
Comprehensive account data throughout the trading day
Searchable and filterable transaction history
Real-time balances and positions tracking
Mobile-optimised interface for on-the-go access
Elevated authentication with MFA via Auth0
OUTCOME
Successfully onboarded 2,500+ clients across the US and UK.
Enhanced client experience with immediate access to critical financial data
Reduced operational overhead by minimising manual statement distribution
Improved NPS score for the Clearing business
Increased client retention through improved digital service offering
TECHNOLOGIES/METHODS USED
Design: Figma, FigJam
Development: React, TypeScript, MUI
Project Management: Jira, Confluence
Research: AppCues for in-app tours and NPS feedback
Process: Agile methodology, Kanban, cross-functional collaboration
