Designing a unified sales workspace for Foreign Exchange advisors, bringing together customer data, trading activity, exposure, and risk signals that previously lived across 8–10 disconnected tools.
FX Sales advisors support business customers with foreign exchange products: spot trades, forwards, options, and hedging strategies. To prepare for customer conversations and make recommendations, advisors need a clear picture of a customer's trading history, exposure, mandates, margins, and upcoming risks — often while on a live call.
Before this initiative, that picture had to be assembled manually from a fragmented ecosystem of CRM systems, trading platforms, separate dashboards for balances and exposure, and Excel sheets for tracking interests and calculations. No single tool gave advisors a reliable overview of a customer or customer group.
The result was significant cognitive overhead. Constant context switching, manual data reconciliation under time pressure, and limited ability to prioritise customers or spot opportunities quickly. The problem was compounded by the domain: FX sales operates in a high-value, risk-sensitive environment where even small blind spots can have material financial consequences.
The tool was designed for FX Sales advisors spanning SME, large corporate, and institutional segments across multiple Nordic markets. Each advisor typically managed portfolios of dozens to hundreds of business customers, often with complex hierarchies and multiple legal entities, making prioritisation and overview critical to their daily work.
I joined the project at discovery phase and led the design end-to-end. Rather than working from a traditional requirements document, I established a continuous feedback loop with advisors, keeping them involved from early concepts through to live iteration.
Working within Danske Bank's Sapphire design system, I extended existing components where needed to accommodate the specific demands of a financial sales context: data-dense layouts, multi-level customer hierarchies, and fast scanning under pressure.
The fundamental tension was building a tool that could serve advisors during live customer calls — where speed, scannability, and confidence are non-negotiable — without oversimplifying a genuinely complex financial domain.
The information challenge was equally significant. Data lived across multiple systems with different owners, dependencies, and technical constraints. Deciding what to surface, what to defer, and what to link out to required close collaboration with engineering and analytics, and a clear hierarchy of information that could scale.
A second challenge was cultural. FX sales workflows had long been propped up by Excel and workarounds. Replacing ingrained habits required advisors to trust the tool — which meant involving them early and continuously rather than presenting a finished solution.
"Advisors weren't asking for more data. They were asking for better structure, prioritisation, and visibility. The design challenge was making that feel effortless in the middle of a customer call."
A unified FX Sales workspace acting as a central hub — bringing together customer and group-level overviews, trading activity, exposure and risk indicators, and sales signals in one place. Rather than replacing all existing systems, the tool focused on orchestration: helping advisors know where to look and when to act.
