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Improving the Digital UX for Investment Bankers

During a critical digital brand redesign undertaking, Thomson Reuters wanted to design and launch several financial products for Investment Bankers of all ranks within their new digital product line.


Without internal staff on hand, Pivot became Thomson Reuters' go-to UX experts. Understanding the ecosystem of the Investment Banking world and understanding the needs and behaviours of each individual within the IB team became Pivot's core questions and helped us better design for these unique users in their fast-paced environments.


Over several months, Pivot engaged with Thomson Reuters product managers and Investment Banking experts to learn about the world of Investment Banking (IB) and create functional yet intuitive interaction designs for software and apps for a range of IB users. From Managing Directors to Junior Analysts, our research validated some assumptions and disproved others when it came to boardroom beliefs about their users.


In a seamless relationship with the Thomson Reuters New York team, Pivot excelled at working with the fast-paced team to meet their launch goals and surpass all expectations of designing joy and delight into the overall new product experience. The new software product line is the most commonly used Investment Banking suite of apps due in part to Pivot’s involvement in the user experience design.

Pivot then went on to train the internal team on UX design and Design Research methods to create a more seamless working relationship between our teams.

Pivot helped us ideate on a range of mobile, desktop and web-based products for Thomson Reuters, which delivered high-end design thinking with practical human-centered simplicity into the designs. Time and time again I was impressed with the empathic thinking and the abilities of Pivot to simplify and eliminate the unnecessary so that the necessary may speak.”

Head of UX, Investment Banking, Thomson Reuters