AI

AI

Fintech

Fintech

Design Systems

Design Systems

B2B

B2B

OpenBB Workspace

OpenBB Workspace

The Project

COUSE

COUSE

The AI Workspace for Finance

OpenBB Workspace is a platform focused on developing advanced tools for investment analysis and research. Designed to be a flexible, customizable, and collaborative product, it offers a range of features: modular dashboards, widgets integrated with financial data, and an AI assistant to support decision-making.

INDUSTRY

Fintech

DATE

2021 — Current

ROLE

UI/UX Designer

I joined OpenBB team at a very early stage, when all that existed was OpenBB Terminal, an open source command line tool for financial analysis. The vision was clear: to transform that technical base into a more visual, intuitive and collaborative platform.

Starting from scratch, I helped build what is now OpenBB Workspace. We defined the brand's visual identity, shaped the interface and designed the entire experience: focused on flexibility, customization and integration with financial data and AI models.

Challenge

Financial data and tools are scattered across multiple platforms, forcing analysts to spend extra time gathering information. Using AI for deeper insights can add complexity and security concerns, and the lack of transparency in its processes makes its results difficult to trust.

Solution

OpenBB unifies diverse financial data and tools, bringing multiple sources together in one place. Customizable dashboards let users view all the information they need at a glance. An integrated AI agent provides deeper insights without adding complexity or raising security concerns, while clearly explaining its reasoning and data sources to build trust.

Discovery

Research & user insights

During the research phase, we conducted interviews with financial professionals and analyzed existing tools on the market. This gave us valuable insights into the diverse contexts and needs of different users in the financial sector.

Based on this research, we mapped the journey from the first contact with the product to its adoption. This process allowed us to identify the key priorities of each user group, the challenges they face, and potential areas for workflow improvement, ensuring that we are developing a solution that truly meets their needs.

Workspace

Structure

Workspace is built around modularity instead of a fixed layout. Any data source, from market feeds to internal databases and custom APIs, can be added as a widget, and analysts combine those widgets into dashboards they build and save themselves. Instead of adapting to one prescribed view, each person works with their own data, in a layout that matches how they read the market.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

AI Copilot

On top of that structure, AI agents run on the same data. Workspace connects to any model: the company's own, open-source, or third-party, and every answer comes with context, showing exactly which data it came from.


The platform also includes an AI Agent that makes research faster and more interactive. Users can ask questions, pull data from their dashboards, get instant analysis, and even build new widgets, all within the same workspace.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

Workflow

Validation & continuos research

Reviewing videos of real users interacting with the product is an essential part of my design process. By observing these interactions, I uncover flaws and opportunities that might otherwise remain hidden: things that don't surface in specs, reviews, or conversations with the team..

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

Design decisions & iteration

Every mockup ships with a dark and light mode version, documented states, interaction flows, and visual guidelines: making handoff to engineering clear and reducing back-and-forth.


We share designs early with developers to discuss feasibility, alternatives, and trade-offs, iterating continuously based on technical realities and user needs.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

AI as a tool

We use AI across the entire workflow. With github copilot, we share screenshots of parts of the product that needed UI changes (small but important fixes) and it opens a pull request with code suggestions ready for the team to review. That alone removed a whole layer of back-and-forth between design and engineering for minor iterations.


Claude handles the heavier thinking: breaking down complex requirements, refining copy, and building quick prototypes to validate an idea before it becomes a design, or to show a behaviour to the dev team faster than a spec ever could.


Claude Code goes further, running through the terminal, connected directly to the browser and our product. It allows us to automate UX research tasks and pull data from the live product to inform decisions. It's brought a level of speed and rigour to research that wasn't practical before.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

Methodology

As a team, we followed a methodology based on biweekly sprints to organise and distribute tasks between members. Each sprint begins with a planning session where we set priorities, assign responsibilities, and align expectations. Throughout the two weeks, we track progress with daily meetings. At the end, we hold review sessions to present the work done and retrospectives to identify improvements and adjust processes.

Outcome

Workspace brings together dashboards, data connections, and AI in one place, so users don't have to switch between tools to get their research done. The design focused on making complex features, like permissions, integrations, and agents, feel simple enough to use without training.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

Apps Marketplace

The App Marketplace has been particularly impactful, giving investment teams a single place to find and connect the data, apps and agents they need, without rebuilding integrations or leaving their workspace.


Know more about that feature here.

Clarity over decoration: Prioritized data legibility and chart real estate over aesthetic flourishes, maintaining the brand's professional identity while reducing visual noise.


Visual Clarity: Optimized contrast ratios (WCAG AA) and ensured text can scale up to 200% without layout breakage.


Keyboard: Keyboard navigation to support power users and those with motor impairments without mouse dependency.

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© 2026

All rights reserved

Home

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Behance