Turning slow surveys into a turbocharged insights engine with a 352% boost in participation
Industry:
Finance
Duration:
6 weeks
My role:
UX/UI Designer
Method:
Interactive prototyping
🔎 Overview
Context
Annual surveys at J.P. Morgan were a nightmare: long, tedious, and mostly ignored by the traders whose insights mattered most. Data came in late, analysis was slow, and reports weren’t always actionable. They needed something engaging, fast, and intuitive that gave the internal team insights in real-time.
Business goal
Turn annual surveys into an engaging, fast, and actionable digital experience that traders actually want to complete.
Results
✅ 352% increase in user participation
✅ 50% faster turnaround for insights
🤷♀️ The user & problem
User group
Institutional traders and internal J.P. Morgan marketing team
The problem
Slow, clunky surveys = low engagement. Traders wasted time, and the company risked missing out on actionable data for marketing and PR.
⚒️ My approach
I couldn’t talk directly to traders (data protection), so I benchmarked the best survey and dashboard experiences, then held discovery sessions with four key internal users to understand their workflow.
Key insights:
Traders hate long surveys — speed and engagement are critical.
Real-time dashboards > static annual reports. Traders needed instant updates.
🧠 Behavioural principle used
Social proof
We copy the behaviours of others, especially in unfamiliar situations.
👉 Why it applies here
Adding the line “see if you are in the top 10% of traders” to outreach emails created a sense of exclusivity and friendly competition, encouraging traders to participate in the survey because they wanted to see how they compared to their peers.
🚨 The messy bits i.e. what went wrong & how I fixed it
Problem 1
Development mandated the Chart.js plugin, so our unique chart visuals weren’t possible.
Problem 2
Drag-and-drop functionality got replaced by a simple dropdown due to dev constraints.
How I iterated the design
Adapted charts to Chart.js constraints and pivoted drag-and-drop into simpler dropdowns to cut dev complexity.
✅ The outcome
352% increase in user participation
50% faster turnaround for insights
The redesign turned a tedious annual survey into a fast, enjoyable digital experience. Traders actually wanted to participate, and the marketing team got insights instantly. What was once frustrating became a tool that empowered both users and the business.
↪️ What I would do differently next time
Test the email messaging on an equivalent user group to maximise click-through and participation before full launch.
