UX Case Study

Enhancing Digital Fund Discovery Through Intelligent Search

Client REDACTED
Year 2026
Timeline 2 Weeks
Industry Finance
My Role UX Designer

Client Description A major Asset Management Company (AMC) seeking to modernize their digital fund discovery experience for retail investors.
Challenge The existing search was keyword-rigid, failed conversational queries, and produced dead-end empty states with no recovery path.
Solution Rebuilt search around NLU and guided discovery, transitioning from a utility to an intelligent advisory experience.
My Role End-to-end UX Designer — research, information architecture, wireframing, high-fidelity prototypes, and handoff.
Project Scope Search modal redesign, success & failure state definition, content strategy for intelligent result delivery.

The Challenge

A Search Experience that Failed the User

The original search functionality suffered from significant constraints that inhibited user engagement and effective fund discovery. The system was designed solely for exact keyword matching, failing to meet the contemporary user expectation for intelligent, flexible search.

Original search field accepting only exact fund names or product codes.

The search field only processed inputs that perfectly matched a fund's name or a specific product code. Users who searched using natural language or generic product terms were returned zero results.

Conversational query returning a generic trending funds list.

The system could not parse or respond to goal-oriented, conversational queries. When a user attempted to ask a pointed question, the search yielded no information, defaulting to a generic list of trending funds.

The frustrating, actionless empty state with no guidance.

If the system failed to return a match, the user was met with a frustrating, actionless empty state with no explanation, no alternative suggestions, and no clear next step.


The Solution

Transitioning to an Intelligent Discovery Tool

The search experience was fundamentally rebuilt around Natural Language Understanding (NLU) and user guidance.

New "Ask Anything..." input field inviting natural language queries.

Replacing the passive "Search..." placeholder with "Ask anything..." fundamentally reframes the interaction — inviting users to express intent in their own words rather than guessing exact fund names.

Suggested query chips guiding users toward productive searches.

Contextual suggestion chips and guided prompts help users who don't know where to start, reducing cognitive load and increasing the likelihood of a successful search session.

Results enriched with contextual insights and fund reasoning.

Search results now surface relevant context — risk profiles, historical performance summaries, and suitability reasoning — transforming a simple list into an advisory experience.

Smart empty state offering alternative paths forward.

Every failure state now includes a clear explanation, alternative suggestions, and a guided path forward — ensuring no user ever hits a dead end.


Design Breakdown
01 The Original Search Modal The baseline experience — keyword-dependent, no guidance, no intelligence.
02 Friction Point — The Exact Match Trap Demonstration of zero-result state from a natural language query on the original system.
03 The Dead End — Conversational query failure Unrecoverable empty state leaving users with no path forward.
04 The Solution — Guided Discovery Redesigned search modal with "Ask anything..." prompt and contextual suggestion chips.
05 Intelligent Insight NLU-powered results surfacing fund context, risk profile, and suitability reasoning.
06 Contextualizing the Answer Results enriched with comparative data, performance summaries, and guided next steps.
07 Preventing Abandonment Smart empty state with recovery options, alternative suggestions, and human-readable error messaging.

Impact & Metrics

The redesign delivered measurable improvements across all key success indicators within the first release cycle.

+40% Search Success Rate Users finding relevant funds in a single search session.
+25% Search-to-Product View Rate Users progressing from search to detailed fund view.
-30% Bounce Rate from Search Users abandoning the platform after a failed search.
HIGH Perceived Brand Intelligence User trust and brand perception score post-launch survey.

Reflection
The Power of Framing

Changing the search field from "Search..." to "Ask anything..." was a subtle but fundamental UX change that guided users toward natural conversation.

Search is an Opportunity, Not Just a Utility

By treating the search results page as an advisory tool rather than a simple index, we maximized the value of user intent.

Designing the Failure State First

The greatest impact came from solving the worst user experience: the dead-end empty state. By ensuring every outcome included a path forward, we established trust and consistency.


Testimonials