Reinventing compliance for the modern hedge fund

Compliance workflows redesigned for speed without dropping the audit trail.

Project details and story

Industry
Finance
Solution
  • Discovery
  • UX audit
  • Product design sprint

Approach

Discovery and UX audit of hedge-fund compliance, then a product vision that operations teams can actually run.

Windmill clarified the product direction with stakeholders, prioritised the first version and visualised the key user journeys.

Solution

Turn a broad concept into a product decision

The team had several audiences and possible use cases to serve. Windmill worked with stakeholders to define the purpose of the product, map user needs and establish which workflows belonged in a first version.

Give the team something concrete to review

The work produced a product structure, launch priorities, visualised workflows and an interface concept. These gave stakeholders a shared basis for assessing the opportunity and deciding what to develop next.