📈 Use Case: From Static Lists to Smart Conversations
Redesigning the Watchlists Experience
2025 | Senior Product Designer
CONTEXT
The original Watchlists feature allowed users to track key entities like companies, products, locations, or people. While functional, the experience was data-heavy and manual: users had to search for entities one by one, add them to their list, and browse through dense dashboards to find relevant information.
CHALLENGE 🚧
How might we transform Watchlists into a proactive, intelligent, and conversational tool—something that not only displays data but truly helps users understand what's happening with the entities they care about?
GOAL 🎯
Redesign Watchlists into an interactive, real-time experience where users can chat with their lists, ask questions, and get relevant insights effortlessly—without needing to dig through raw data.
👨💻 My Role ON THIS FEATURE
As Senior Product Designer, I led the end-to-end redesign of the Watchlists experience, shaping a new user journey focused on clarity, relevance, and ease of use.
🔍 Research & UX Strategy
Conducted user interviews and flow analysis to identify key pain points: information overload, lack of context, and difficulty spotting relevant changes.
Collaborated with the product team to define a new vision: a chat-first experience where users engage with their Watchlists as if speaking to a financial assistant.
💬 Conversational Experience Design
Designed an interface that allows users to ask natural-language questions like:
“What’s new with my Watchlist this week?” or “Are there any major alerts about Microsoft or Tesla?”
“What’s new with my Watchlist this week?” or “Are there any major alerts about Microsoft or Tesla?”
The assistant responds with clear summaries, real-time insights, contextual charts, and deep links powered by our internal data engine.
🧩 UI & Design System Integration
Simplified the visual experience by focusing on actionable insights instead of overwhelming data tables.
Used Figma to build high-fidelity, modular components, ensuring consistency with our design system and scalability across the platform.
⚡ Rapid Prototyping & Strategic Alignment
Leveraged Lovable to quickly prototype flows and conversational scenarios.
Shared interactive prototypes with stakeholders early and often to align on strategic direction, gather feedback, and iterate with agility.
🤝 Cross-functional Collaboration
Worked closely with AI and development teams to define how the assistant understands Watchlist context and delivers relevant responses.
Conducted usability tests that showed increased user satisfaction, trust, and efficiency when interacting with their Watchlists.
