Global Custody Deal Model
A deal modelling tool for custodian teams with multi-step flows, progressive disclosure, and clear visual hierarchy.
about.
Project Summary
Deal teams relied on spreadsheets and email chains to model custodial deals. The process was error-prone, slow, and left no audit trail, creating compliance risk.
My Role
As UI Designer, I shaped the interface and interaction patterns for the deal modelling tool, partnering with product and engineering through workshops, critique cycles, and detailed Figma specs.
Design Process
I designed a 5-step deal creation wizard, surfacing only the relevant inputs at each stage. Real-time validation caught errors early, and an auto-generated summary streamlined client sign-off.
The key challenge was supporting both simple and complex deals without overwhelming either. I solved this with adaptive form complexity, progressively unlocking fields as deal scope increased.
Outcomes
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This project is under NDA.
I can’t share full details publicly, but I’m happy to walk through the work in a conversation.