Sigtech
AI Investment Platform Design
For Capital Markets Teams
SigTech MAGIC is an AI powered investment copilot platform used by hedge funds and asset managers.
It gives analysts a secure workspace with clear multi agent flows, so they can turn complex research, portfolio work, and compliance tasks into faster, trusted decisions.
key
responsibilities
UX Strategy / UX Audit / Research / UX Design / UI Design / Usability Testing / Design System
Project Overview
SigTech MAGIC is a B2B AI copilot platform that helps hedge funds and asset managers handle research, portfolio work, and compliance in a secure workspace. The project built the product from the ground up, using UX best practices and user research to define analyst jobs, design clear multi agent flows, and create an interface that builds trust and lets teams act faster.
Challenge / Solution
Solution
The solution was a user centered design of a new MAGIC workspace, shaped by real analyst workflows and user research. We defined a simple four step job model, designed clear flows for setup, review, execution, and export, and built a modern UI system for complex documents and agent outputs. This gave SigTech a clear product story, a calmer experience for capital markets teams, and a strong base for wider adoption.
UX Strategy Roadmap
The UX strategy roadmap for SigTech MAGIC follows four phases, from discovery to rollout.
Each phase ties user research, design, and engineering to clear goals, so improvements build on real analyst needs.
The design vision was to turn MAGIC from a powerful AI engine into a proactive, human centered investment workspace that links complex market data, multi agent intelligence, and analyst judgment in one trusted place.
User Interface Design
The finalized MAGIC interface brings the design system to life, turning the four step job model into a cohesive workspace. It guides analysts through every step of defining, running, and reviewing AI powered jobs with clear structure and calm focus.
A scalable design foundation for the entire MAGIC ecosystem Built in Figma, the new design system keeps the MAGIC experience consistent, clear, and accessible across every screen. It unifies visual and interaction standards for analysts, PMs, and team leads, supporting repeatable workflows, explainable AI outputs, and a workspace capital markets teams can trust.
Achievements
Real world results from the SigTech MAGIC platform, showing clear gains in research speed, analyst confidence, and day to day workflow experience.
Analyst Adoption
Boost in trusted outputs
Lower support volume
Leadership visibility
Testimonials
These testimonials from analysts, portfolio managers, and team leads provide third party validation that the MAGIC workspace delivers real value. They strengthen trust in the platform and confirm the impact of the new UX on daily research, review, and reporting.
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“MAGIC turned a full day of document review into a morning task. I spend more time thinking about trades and less time fighting PDFs”
⸺ Analyst
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“The workspace feels calm and clear. I can see what each agent did, check the sources, and sign off on work without guessing.”
⸺ Portfolio Manager
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“MAGIC turned a full day of document review into a morning task. I spend more time thinking about trades and less time fighting PDFs”
⸺ Team Lead
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“The workspace feels calm and clear. I can see what each agent did, check the sources, and sign off on work without guessing.”
⸺ Risk & Compliance Manager
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“Onboarding new hires is faster. They can follow the job flows, run the same playbooks, and get to a first draft in hours instead of weeks.”
⸺ Operations Leader
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“MAGIC gives us a clear view of how AI is used across desks. We can see which jobs ran, review the trail, and show clients and regulators that the right controls are in place.”
⸺ Chief Operating Officer
