UBS KeyLink
____Institutional Trade Lifecycle & Operations Interface (NDA)

Led UX on an institutional banking platform for trade lifecycle workflows. Prioritized accuracy and reliability in complex, data-heavy environments.
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Role

Company

Timeline

Team

Product

Lead UX Designer

UBS Group

2023-24

PO | 2 BAs
UX Designer
Service Designer
UX Resercher | UX Writer
12 Engineers

Enterprise Application Desktop
Trade Lifecycle Operations

Context
UBS KeyLink is part of UBS’s electronic services offering, enabling institutional clients to manage trade-related information, confirmations, settlements, and lifecycle events after execution. The product supports operational users who rely on structured data, clear status visibility, and predictable workflows rather than real-time trading speed.Public product reference:

https://www.ubs.com/global/en/wealthmanagement/financial-intermediaries/technical-solutions.html
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‍Role & Team
‍Lead UX Designer -worked within a cross-functional team including Product Owner, 2 Business Analysts, Service Designer, UX Researcher, UX Writer, 12 Engineers.
Design system: UBS Design System (internal)

NDA Constraints
____Internal processes, research activities, and metrics cannot be shared
____Proprietary UBS design components cannot be shown
____User data, workflows, and system logic are confidential

What’s Shown
‍A representative screen rebuilt using IBM’s Carbon Design System, replacing all proprietary visual elements while preserving interaction intent, information hierarchy, and layout principles.