Bloomberg
One firm page instead of a pile of sales tools
Org Chart and tech stack sit on that page.
Senior Product Designer for complex financial products.
I spent three years on Bloomberg's sales CRM, Enterprise Intelligence, including the Org Chart that maps who matters at a firm. Before that I was the sole product designer on McKinsey's custom PowerPoint platform, and at Chase I led the Markets quote experience on web and mobile.
Bloomberg
Map who matters without rebuilding the org from memory
A feature of Enterprise Intelligence: call them all desks, co-heads, hierarchy as placement.
McKinsey
Paste a slide without importing the source master
A copied slide does not bring the last client's master along.
JPMorgan
Last price, chart, and overview in one slide-in module
Close returns to the page the customer came from.