Tegus is a research platform used by institutional investors to access expert insights, qualitative interviews, and financial data that support investment decisions.

Role

Design Lead

Team

Lead Engineer, PM

Timeline

6 Months, Q3/Q4 2023

Tegus

OPPORTUNITY

Through user research, we discovered that customers were increasingly interested in deeper due diligence on company leadership as part of their investment workflows. To meet this need, we partnered with Blue Heron to introduce management due diligence reports—and I was tasked with integrating this new content type seamlessly into the Tegus platform.

DESIGNS

Final web

Timeline explorations

Upsell experience

OUTCOME

Because this was a new content type, our goal was to match or exceed engagement levels from existing users. After launch, viewership remained steady over a six-month period, and qualitative feedback was overwhelmingly positive.

“This is an excellent addition to the Tegus platform—this information is easily saving me hours of research.”
— Hedge Fund Analyst