Enterprise Platform Redesign
Transforming Moody’s CreditView
Moody’s CreditView is a leading financial intelligence platform with over 5,000 pages of credit ratings, analytics, and risk insights. However, as market demands increased, users required deeper insights, enhanced data visualization, and seamless access to financial tools—beyond just credit ratings.
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As Associate Director of UX Research, I led a UX-driven transformation to redesign the 5,000+ page platform, improve usability, engagement, and adoption, and ensure seamless data integration for financial professionals.
SECTOR - Financial Industry / Technology
SETTING - B2B SaaS platform for investment professionals
MY ROLE - UX Research Strategy, Stakeholder Engagement, Usability Testing, Research Team Leadership
LEAD TIME - 10 months (Phase 1 of 3)
COMPLEXITY - High
Challenge
Originally designed for basic credit rating access, CreditView had outgrown its original purpose. As financial markets became more complex, users struggled with:
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Information Overload – 5,000+ pages of data, making navigation overwhelming.
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Fragmented User Experience – Key insights were buried in dense interfaces, causing inefficiencies.
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Low Adoption of Advanced Features – Many tools were underutilized due to poor discoverability.
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Limited Integration with Financial Workflows – Users needed seamless data exports and custom reporting.
Without a UX-led redesign, Moody’s risked reduced customer satisfaction and missed revenue opportunities.
Approach
To align CreditView with modern financial workflows, I led a comprehensive UX research and redesign strategy:
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Expert-Driven Research & Testing – Conducted interviews & usability tests with investment professionals
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User-Centered Information Architecture – Redesigned navigation to prioritize high-value insights
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Data Visualization & Reporting Enhancements – Made complex analytics more actionable & accessible
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Seamless Excel & API Integration – Ensured users could easily export and manipulate data
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Iterative Design Sprints – Partnered with design & engineering to test and refine improvements
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Strategic UX Initiatives
To maximize engagement and adoption, I led several UX initiatives that improved usability and drove business success
Comprehensive Discovery Phase
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Deep-dive user interviews
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Pain point analysis
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Feature prioritization insights
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Competitive benchmarking
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Usability testing on current platform
Research-Driven User Experience Redesign
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Conducted deep-dive user interviews with investors, analysts, and risk managers
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Identified critical pain points & opportunities for feature enhancements
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Information Architecture & Feature Prioritization
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Simplified navigation for faster access to critical insights
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Restructured data-heavy dashboards to improve usability
Advanced Data Visualization & Custom Reporting
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Introduced interactive charts & financial modeling tools
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Enhanced customization options for different investor workflows
Enhanced Cross-Platform Usability
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Optimized design for desktop and API integration
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Integrated seamless Excel and third-party data connectivity
MIXED-METHODS MULTI-CHANNEL BEHAVIORAL ANALYSIS
HYPOTHESIS & PERSONA DEVELOPMENT
BEHAVIORAL DATA ANALYSIS
PATH ANALYSIS
USER INTERVIEWS AND PROTOTYPE TESTING
WALKTHROUGHS, FEEDBACK SESSIONS AND ITERATIVE PROTOTYPE TESTING
The impact
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$601M in revenue growth within one year of launch
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Higher user retention & satisfaction
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$2.8B in sustained business growth​
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Improved adoption of advanced features
"The new CreditView is not just an upgrade, but a step-change in terms of its content and capabilities. Quite simply, it reveals the full picture, providing a sharply focused 360o perspective on all the relevant market intelligence - not just ratings and research, but also insight into corporate capital structure, as well as credit transitions, bank analytics and much, much more."
Neon Design Consultancy