Options Research
Experience
Client
Year
2022 - 2023
The BMO Options Experience project aims to identify best market practices for Options research and trading, and based on these findings, explore and establish a coherent, user-friendly, and innovative modern Options trading experience for BMO retail investors.
Research-Led Domain Design
Started from how options traders actually research and decide, translating complex financial concepts into an interface that lowers the barrier to entry.
Designed for a Skill Spectrum
Built one experience that adapts to both novice and advanced traders, scaling depth and guidance to match each user's fluency.
My Role
Collaboration With
Three challenges defined this project. Here's how I approached each.
Options trading is one of the most complex areas in finance — filled with terminology, calculations, and strategy logic that’s hard to intuitively grasp for both designers and users. Designing tools for this domain required deep subject understanding and financial literacy.
Options traders range from conservative income seekers to advanced strategists — making it difficult to streamline a one-size-fits-all experience without firsthand insight into how real users behave on the platform.
The client had high accessibility standards, both in terms of compliance (WCAG) and in-house criteria. Meeting them required more than just visual tweaks — it involved structural design decisions and dev-side alignment.
There’s no shortcut to building clarity in a complex space. I immersed myself in options fundamentals through expert sessions, internal tutorials, and research materials — enabling me to make informed design decisions grounded in domain logic.
We conducted user testing with existing platform users to uncover specific goals, frustrations, and patterns. Based on those insights, we refined the flow iteratively — balancing flexibility and guidance across user types.
We collaborated directly with the client’s accessibility specialist through multiple review rounds. Each iteration focused on clarity, keyboard navigation, screen reader support, and interaction patterns — ensuring both functional and visual accessibility were fully addressed.
Options trading is one of the most complex areas in finance — filled with terminology, calculations, and strategy logic that’s hard to intuitively grasp for both designers and users. Designing tools for this domain required deep subject understanding and financial literacy.
There’s no shortcut to building clarity in a complex space. I immersed myself in options fundamentals through expert sessions, internal tutorials, and research materials — enabling me to make informed design decisions grounded in domain logic.
Options traders range from conservative income seekers to advanced strategists — making it difficult to streamline a one-size-fits-all experience without firsthand insight into how real users behave on the platform.
We conducted user testing with existing platform users to uncover specific goals, frustrations, and patterns. Based on those insights, we refined the flow iteratively — balancing flexibility and guidance across user types.
The client had high accessibility standards, both in terms of compliance (WCAG) and in-house criteria. Meeting them required more than just visual tweaks — it involved structural design decisions and dev-side alignment.
We collaborated directly with the client’s accessibility specialist through multiple review rounds. Each iteration focused on clarity, keyboard navigation, screen reader support, and interaction patterns — ensuring both functional and visual accessibility were fully addressed.
Boosting traffic, engagement, and trading activity with smarter UX.
Innovation in every feature, impact in every decision—our design turns options complexity into performance.
From quick glances to thorough insights on various Options strategies.
Enhanced Options research insights for smarter decisions.
Guide to strategy building for both novice and advanced users.
Empowering Screener with diverse filters and predefined screens to find desired Options with ease.
Stay ahead with Top 50 active or unusual movers in market.
Scattered Options learning content strengthening novice support throughout.
Rooted in user research and refined through iteration, a design journey built to support real trading workflows for both novice and advanced users.
Discover
Understanding users and competitors through research and persona definition.
User Test
Conducting interviews and usability tests to uncover key insights.
Define
Mapping insights into actionable plans per module and user type.
Design
Translating insights into intuitive interfaces through iterative design.
