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.
As Associate Director of UX Research, I played a key role in the research for the UX-driven redesign of this extensive platform to improve usability, engagement, and adoption, ensuring seamless data integration for financial professionals. Due to the platform’s scale, I was involved in the first of three 10-month redesign phases.
Following its full rollout, the redesign significantly increased user engagement and feature adoption, contributing to $601M in revenue within the first year and $2.8B in sustained business growth.
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
The Challenge
A platform that outgrew its purpose
Originally designed as a basic credit ratings tool, CreditView struggled to keep up with evolving user expectations and market complexity. Financial professionals needed more than just raw data—they needed actionable insights, efficient workflows, and intuitive navigation.
Without a UX-led redesign, Moody’s risked reduced customer satisfaction and missed revenue opportunities.
Through UX research and behavioral analysis, we identified key challenges:
Information Overload
5,000+ pages of content made navigation overwhelming without a good UI
Fragmented User Experience
Key insights buried in dense interfaces
Low Adoption of Advanced Features
Many features were underutilized due to poor discoverability
Limited Integration with Financial Workflows
Users needed seamless data exports and custom reporting
UX strategy
Using research and design to drive change
To address these challenges, I played a key role in a UX-driven discovery and iterative design process, focusing on:
Deep-Dive Discovery & Behavioral analysis
IA & Feature Prioritization
Advanced Data Viz & Custom reporting
Iterative Design & Validation
"CreditView provided a vast amount of data, but finding the right insights was a challenge. Key analytics were buried in dense reports, and navigating the platform often felt overwhelming. We needed a more intuitive way to access critical financial insights without spending hours searching through the pages."
— Senior Investment Analyst
The Execution
From Research to Organizational Restructure
To align CreditView with modern financial workflows, I co-led a comprehensive UX research and redesign strategy, structured around four key pillars:
01
Deep-Dive Discovery & Behavorial analysis
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Collaborated with the Insights team on behavioral analysis and hypothesis definition
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Conducted research, including expert interviews, usability testing, and behavioral analysis
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Interviewed key users to understand friction points and feature gaps
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Triangulated stakeholder needs, technical limitations, and user insights into a unified strategy
02
IA & Feature Prioritization
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Expanded the elaborate navigation to make critical insights easily accessible
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Restructured data-heavy dashboards to improve usability and feature adoption
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Identified and prioritized high-impact feature improvements based on user workflows
03
Advanced Data Viz & Custom Reporting
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Introduced interactive charts, credit risk models, and financial dashboards
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Enhanced customization options for different investor workflows
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Implemented data-driven storytelling elements to make complex analytics actionable
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Ensured exporting and reporting capabilities aligned with user needs
04
Iterative Design & Validation
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Ran continuous design sprints with cross-functional teams to test new concepts
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Conducted walkthroughs, feedback sessions, and iterative prototype testing
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Ensured data visualization and navigation enhancements met user needs before launch
"We adopted an iterative design sprint approach to refine CreditView. Instead of long cycles, we continuously validated changes with users in real time, allowing us to align every feature and change with financial professionals’ workflows.
This agile, research-driven process enabled us to deliver a more intuitive and efficient platform at speed."
— Project Lead, Moody’s CreditView Redesign
05
CreditView Redesigned
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The redesigned Moody’s CreditView delivers a more intuitive, efficient, and insight-driven experience for financial professionals
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Through extensive discovery and behavioral analysis, research, iterative design sprints, and direct user validation, the platform evolved into a streamlined, high-performing financial intelligence hub
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This transformation significantly increased feature adoption, engagement, and business impact, contributing to $601M in revenue within a year and $2.8B in sustained business growth
The impact
A Research-Driven and Iterative Design Transformation
01
$601M in revenue growth within one year of launch
05
Higher user retention & satisfaction
02
$2.8B in sustained business growth
06
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