OneVest: Notifications on the
Unified Client Experience
view the figma file

OneVest aims to expand its notification capabilities for clients, advisors, and other roles, allowing each to set their own preferences.

PROJECT DETAILS

OneVest is a fintech platform offering investment management solutions for individuals and financial institutions. The notifications project aimed to enhance notification capabilities for clients, advisors, and admins, allowing each role to set preferences and receive alerts via in-app, push, or email, with future Webhook support. Initially driven by a client's requirements, the project also addressed broader needs, including client transaction alerts and workflow updates, all configurable through OneHub.

TIMELINE

2 weeks

ROLE

Lead Product Designer

THE SOLUTION

Redesign notification tray and offer customizable notifications for clients, advisors, and admins via in-app, push, or email, with future webhook support, all managed through OneHub’s configurable platform.

Enhance notification capabilities, enable customizable preferences, support multi-channel delivery, meet client needs, and centralize management through OneHub.

GOAL NUMBER 01

Expand notification features for clients, advisors, and admins and allow each role to set and manage their notification preferences.

GOAL NUMBER 02

Enable admins to configure and manage notifications through OneHub.

GOAL NUMBER 03

Support notifications via in-app, push, email, and future webhook methods.

GOAL NUMBER 04

Fulfill specific requirements for our clients, such as transaction alerts and workflow updates.

MY APPROACH

Revamp the notification system by adding configurable context, grouping dates, introducing a toggle for unread notifications, replacing pagination with lazy load scroll, and updating the design to match new branding.

MY APPROACH

In tackling this notifications project, I began by addressing the limitations of the existing system, which suffered from an outdated design, lack of notification descriptions, and no clear distinction between read and unread notifications. My first step was to add context alongside the notification titles, making it possible for admins to configure both the title and content based on specific triggers or events. This flexibility allows the system to deliver more meaningful notifications to users.

I also recognized that the repetitive display of dates and times under each notification was cluttered, so I reformatted it to group notifications by date, showing only the time for each entry. This change made the notification feed cleaner and more intuitive for users.

To further enhance usability, I introduced a toggle using our chips, enabling users to easily switch between viewing all activity and just unread notifications, simplifying the process of managing alerts. This feature ensures that users can quickly find the information they need without unnecessary hassle.

Additionally, I replaced the cumbersome pagination within the notification tray with a lazy load scroll, which improved the user experience by reducing effort and making navigation smoother.

Finally, I ensured that the design was updated to match our new branding for the unified client experience platform, creating a consistent and modern look across the system.

NEXT STEPS

Creating a notification center with more functionality, including filters, flagging, and deletion options for better management of notifications.

NEXT STEPS

The next phase of the OneVest notifications project involves designing and building a comprehensive notification center aimed at improving the management of notifications, particularly for advisors who may be overseeing multiple clients and receiving numerous alerts about their activities.

This notification center will include advanced features such as filters to sort through different types of notifications, the ability to flag important alerts for easy access later, and options to delete unnecessary notifications, keeping the interface clean and manageable. To streamline the user experience, the notification tray will be simplified to display only the most recent 3-4 notifications. Users will have the option to click a “view all” call to action button, which will direct them to the full notification center, where they can access and manage all their notifications in one place.

This approach aims to enhance efficiency and ensure that users, particularly advisors, can easily keep track of the most critical information without being overwhelmed.