Santander Alternative Investments

Designing a multi-stakeholder investment platform that balances internal operations with client experience

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Santander Asset Management needed a comprehensive investor portal to streamline investment management, user onboarding, and account administration. The challenge stemmed from the complexity of accommodating both internal and external user needs while managing input from multiple departments including compliance, legal, business, and technology. These divergent perspectives often led to misaligned priorities and a lack of centralized vision, threatening project cohesion and usability.

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The project resulted in a unified platform experience that supports onboarding, investment tracking, and account operations in an intuitive and secure interface. A design strategy centered around real user needs was employed through service blueprinting, stakeholder workshops, and user testing. Iterative prototypes and continuous feedback loops ensured alignment between user expectations and business requirements. Cross-functional coordination between design, research, and development helped parallelize workstreams and reduce production inefficiencies.

In a project where alignment and adaptability were key, my role was to facilitate collaboration between departments and pursue the implementation of a user-centric design process for the project. From the beginning, I led discovery sessions with internal business champions to map out workflows and generate a shared understanding of the platform’s goals. This allowed us to co-create a service blueprint that structured the user journey and backend operations holistically.

I guided a team through each phase of the design process—from initial personas to detailed prototypes and usability tests. By working in close collaboration with business, legal, and technology teams, I ensured the platform's interface addressed compliance and security constraints while remaining accessible and user-friendly for investors.

A critical part of the project was maintaining momentum across parallel teams. Through structured planning and continuous communication, I ensured that research, design, and development were synchronized. This approach accelerated delivery and minimized redundant iterations.

Beyond project execution, I supported my team by creating an environment that encouraged participation, ownership, and innovation. Through collaborative workshops and design reviews, I helped team members grow their strategic thinking and broaden their skill sets.

This was a year-long, multifaceted project that required end-to-end involvement across nearly every phase of the product design process. It challenged me to lead cross-functional teams, navigate complex and often competing requirements, and ultimately deliver a solution that strikes the right balance between usability and operational effectiveness.

tools

Miro, User Zoom, Figma, Optimizely, Jira

role in the project

design | leadership

Product Design Phases

User Research

Wireframing & Visual Design

A/B Testing

Developer Collaboration


01

A detailed fund information screen was created to give investors a comprehensive view of their selected investment.
The screen integrates structured data blocks in a collapsible layout for better scannability. A dual-tab structure facilitates access to essential legal and operational materials.

A detailed fund information screen was created to give investors a comprehensive view of their selected investment.
The screen integrates structured data blocks in a collapsible layout for better scannability. A dual-tab structure facilitates access to essential legal and operational materials.

A detailed fund information screen was created to give investors a comprehensive view of their selected investment.
The screen integrates structured data blocks in a collapsible layout for better scannability. A dual-tab structure facilitates access to essential legal and operational materials.

A detailed fund information screen was created to give investors a comprehensive view of their selected investment.
The screen integrates structured data blocks in a collapsible layout for better scannability. A dual-tab structure facilitates access to essential legal and operational materials.

02

An investment onboarding process was designed as part of the investor onboarding journey. The form dynamically adapts to complex financial inputs, supporting both compliance and usability.

An investment onboarding process was designed as part of the investor onboarding journey. The form dynamically adapts to complex financial inputs, supporting both compliance and usability.

An investment onboarding process was designed as part of the investor onboarding journey. The form dynamically adapts to complex financial inputs, supporting both compliance and usability.

An investment onboarding process was designed as part of the investor onboarding journey. The form dynamically adapts to complex financial inputs, supporting both compliance and usability.

03

The system allows clients to see confidential material related to their investment proposal. Once accepted, a contact management interface was developed to simplify how investment accounts are linked to authorized users. Roles and permissions are clearly displayed, allowing investors and decision-makers to be easily identified and verified.

The system allows clients to see confidential material related to their investment proposal. Once accepted, a contact management interface was developed to simplify how investment accounts are linked to authorized users. Roles and permissions are clearly displayed, allowing investors and decision-makers to be easily identified and verified.

The system allows clients to see confidential material related to their investment proposal. Once accepted, a contact management interface was developed to simplify how investment accounts are linked to authorized users. Roles and permissions are clearly displayed, allowing investors and decision-makers to be easily identified and verified.

The system allows clients to see confidential material related to their investment proposal. Once accepted, a contact management interface was developed to simplify how investment accounts are linked to authorized users. Roles and permissions are clearly displayed, allowing investors and decision-makers to be easily identified and verified.

04

The interface allows users to add comments, upload supporting documents, and track the incident's status across its lifecycle.

The interface allows users to add comments, upload supporting documents, and track the incident's status across its lifecycle.

The interface allows users to add comments, upload supporting documents, and track the incident's status across its lifecycle.

The interface allows users to add comments, upload supporting documents, and track the incident's status across its lifecycle.

LET'S TALK

Let's inspire one another and build something meaningful. Shall we?

LET'S TALK

Let's inspire one another and build something meaningful. Shall we?