DCM Velocity

Data Capital Management (DCM) is a New York City-based digital investment research, services, and advisory firm specializing in AI-driven systematic trading strategies. Their project, DCM Velocity, aims to offer clients—sophisticated individual investors, family office CIOs, and affluent individuals—complete transparency and control over AI-backed investment decisions.

The DCM Velocity platform was designed to provide unparalleled transparency, intuitive usability, and enhanced control over AI-driven investment strategies. Key elements of the solution included:

Design Language Development: A unified design language was crafted to transform complex financial data into visually intuitive formats, enabling users to navigate the platform effortlessly and understand investment strategies at a glance.

Theme-Based Investment Strategies: Each strategy was clearly articulated with supporting analytical insights. These detailed pages offered comprehensive information on risk parameters, historical performance, and AI-driven forecasts, empowering users to make data-backed decisions.

Portfolio Management Enhancements: A robust portfolio interface was built, allowing users to drill down into specific investments, assess real-time performance metrics, and reallocate funds as needed. This feature offered complete control over investments while keeping the interface approachable for non-experts.

Quality of Life Features: Additional functionalities like interactive charts, real-time alerts, and FAQs about AI decision-making were implemented to demystify the technology and provide a richer user experience.

process

The development process was meticulous and user-centric, ensuring the platform aligned with client needs and organizational goals:

Discovery Phase

• Conducted workshops with stakeholders and users to identify pain points, goals, and expectations.

• Deep-dived into the financial and AI-driven investment domain to understand nuances, terminology, and use cases.

• Defined success metrics focusing on usability, transparency, and user satisfaction.

  
  

User Experience and Interaction Design

• Created user personas and mapped key user journeys to identify bottlenecks in the investment process.

• Developed wireframes and prototypes, which were iteratively tested with users to refine the design and functionality.

• Prioritized features that enhanced decision-making and reduced friction in portfolio management.

  
  

User Interface Design

• Designed visually engaging and accessible screens based on a cohesive design system.

• Ensured responsive design for seamless usability across desktop and mobile platforms.

• Conducted usability testing to gather feedback and ensure the final interface met client expectations.

  
  

Development and Rollout

• Collaborated with engineering teams to integrate the design into the final product.

• Rolled out the platform incrementally, allowing for real-time feedback and iterative improvements.

outcomes

The revamped DCM Velocity platform delivered substantial improvements across key areas:

Enhanced Transparency

• Users gained deep insights into the rationale behind AI-driven investment strategies through detailed explanations and interactive tools.

• The inclusion of educational content helped bridge the gap between advanced technology and user understanding.

Improved Portfolio Control

• The ability to reallocate funds and monitor investments in real-time empowered users to actively manage their portfolios.

• Interactive dashboards provided a clear view of performance metrics, enabling informed decisions.

Increased User Trust and Engagement

• Social proof elements like testimonials and case studies built credibility, while consistent feedback loops fostered trust.

• The platform’s intuitive design ensured a smooth learning curve for new users, increasing user retention.

Business Impact

• Higher client satisfaction rates led to improved customer retention and acquisition.

• The platform positioned DCM as a leader in AI-powered investment advisory by demonstrating its commitment to transparency and user empowerment.