DISCOVER PROJECT

DISCOVER PROJECT

SigTech Magic

Fintech AI

Revolutionizing Fintech UX 40% More Adoption
MAGIC is SigTech’s multi-agent generative AI platform that unifies analysts, advisors, and operations teams in a single workflow system. 
 It streamlines complex processes, automates repetitive tasks, and improves decision accuracy—helping financial teams work faster and scale with greater efficiency.

key
responsibilities

Product Strategy, Competitive Audit, Quantitative & Qualitative Research, UX Design, UI Design, Usability Testing

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

FINAL VISUAL DESIGN

 My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

FINAL VISUAL DESIGN

 My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

FINAL VISUAL DESIGN

 My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

FINAL VISUAL DESIGN

 My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

FINAL VISUAL DESIGN

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

 My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

My design philosophy is to build experiences that feel natural, are easy to access, and rooted in empathy.

USER FLOWS

This user flow maps how analysts move from an initial task prompt into a structured MAGIC job for content and newsletter creation. It shows each step as MAGIC asks targeted questions, shapes the brief, runs the job, and returns an editable output that can be saved as a reusable preset.

PROCESS

The process began with mapping key workflows and understanding how different user roles would interact with AI agents.

PROCESS

The process began with mapping key workflows and understanding how different user roles would interact with AI agents.

PROCESS

The process began with mapping key workflows and understanding how different user roles would interact with AI agents.

Final Design

The final design brought together guided onboarding, personalized dashboards, and dynamic inline UI to create a seamless user journey. By combining behavioral insights with iterative design, the platform evolved into an experience that was more accessible, intuitive, and trustworthy — contributing to a 40% increase in adoption.

The final design brought together guided onboarding, personalized dashboards, and dynamic inline UI to create a seamless user journey. By combining behavioral insights with iterative design, the platform evolved into an experience that was more accessible, intuitive, and trustworthy — contributing to a 40% increase in adoption.

“Redesigning SigTech’s platform was a rewarding opportunity to apply user-centered design at scale. By combining research with focused execution, I helped simplify AI workflows, rebuild trust, and support a 40% increase in adoption.”

Achievements

The redesign of SigTech’s fintech platform contributed to a 40% increase in adoption, rebuilt user trust in AI-driven insights, and reduced drop-off rates.
The redesign of SigTech’s fintech platform contributed to a 40% increase in adoption, rebuilt user trust in AI-driven insights, and reduced drop-off rates.

— Product Lead, SigTech Magic Data

The updated MAGIC platform delivered clear gains in usability, adoption, and user confidence. Streamlined workflows and a cohesive visual system made AI-driven processes more understandable, while transparent agent behavior improved trust among financial professionals. Within the first year: • +40% increase in platform adoption • Improved user comprehension and trust in AI insights • Faster onboarding and reduced support needs • Established a scalable design system for future product expansion

Adoption Rate

0
%

User Engagement

0
%

Baseline- Increased session completion & reduced drop-offs

0
%
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT
"
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT

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