Background information
Organization name
DBRS Analytics
Description of the organization
DBRS is a globally recognized provider of timely credit rating opinions that offer insight and transparency across a broad range of financial institutions, corporate entities, government bodies and various structured finance product groups in North America, Europe, Australasia and South America.
DBRS helps create greater transparency in the market by providing investors with tools to make informed investment decisions. DBRS ratings are distributed publicly at no cost via the Internet. DBRS analysts are focused on serving investors first and maintaining regular dialogue with local and international investors.
DBRS provides investors with detailed surveillance reports, in-depth company reports, industry studies, commentaries and peer group assessments. DBRS also provides data-feed services and to ensure full transparency, our website includes access to our code of conduct, key rating methodologies and policies, and rating default and transition studies.
Our mission is to be the most respected rating agency by providing our clients with objective, transparent and insightful risk analysis and opinion. Our clientele consists of a diverse background of issuers, regulators, investors and intermediaries. Our independence and proven track record in rating predictability provides fixed income investors with a valuable independent opinion that represents a key tool in evaluating investment decisions.
User Persona
John Miller is your typical corporate Wall Street asset manager. His job is to build and maintain investment portfolios for his clients - a stressful job with tight deadlines. While he’s a very intelligent and efficient hard worker, he feels like there still aren’t enough hours in the day to do everything. He’s also got a family, so time means everything to him professionally and personally.
John Miller is your typical corporate Wall Street asset manager. His job is to build and maintain investment portfolios for his clients - a stressful job with tight deadlines. While he’s a very intelligent and efficient hard worker, he feels like there still aren’t enough hours in the day to do everything. He’s also got a family, so time means everything to him professionally and personally.
John spends a lot of his week gathering information (rating reports, research, data) from disparate sources and sifting through to find the key insights needed for his financial analysis. John would be delighted if he could go to dbrs.com’s site to quickly find the content he needs, and even more delighted if the key insights from the content were clear and easily accessible.
Industry
Accounting & Financial
Existing website
www.dbrs.com
They are not tied to this parent design except for the logo.
Visual style
Style/theme ideas
Modern, minimalist data search site (i.e. finsight.com) that provides simple and snappy search for data and returning of results in easily consumable formats. Initial search and refinement of the results should be intuitive and lightweight, making it easy to make a basic search and easy to add additional criteria.
We think that the initial simplicity of AirBnB’s landing page search combined with the detailed control of Amazon (from a search refinement perspective) is a great combination.
Inspirational websites
http://airbnb.com
Simple “search first” landing page (i.e. really emphasizes the search function and almost encourages you to try a search)
Simple “search first” landing page (i.e. really emphasizes the search function and almost encourages you to try a search)
amazon.com
Facet search on left side after completing an initial product search from main search bar at the top
Facet search on left side after completing an initial product search from main search bar at the top
Content details
1. Landing Page
Description: a simple landing page with search that includes the following features:
Features:
**Search bar w/ autocomplete dropdown
**Card based search
Description: a simple landing page with search that includes the following features:
Features:
**Search bar w/ autocomplete dropdown
**Card based search
2. Autocomplete Dropdown
Description: an autocomplete dropdown (similar to finsight.com) that as the following features
Features:
**Large autocomplete dropdown (i.e. see finsight.com for size ref)
**Search categories with Icons
**Count of total results by category
**Press enter to search OR select from dropdown
Description: an autocomplete dropdown (similar to finsight.com) that as the following features
Features:
**Large autocomplete dropdown (i.e. see finsight.com for size ref)
**Search categories with Icons
**Count of total results by category
**Press enter to search OR select from dropdown
3. Search Results Page
Description: a page to organize the results of our initial search and provides functionality for further refinement of the original search.
Features:
**Faceted search on the left side
**Result type indicator on the search result card (colors, icons)
**Breadcrumbs in the search bar
**Sorting function
**Content preview (ie preview search result without fully leaving the page)
**Recommended content on right side (ie Trending)
**Related Research
**Preview | Download | Save search result
Description: a page to organize the results of our initial search and provides functionality for further refinement of the original search.
Features:
**Faceted search on the left side
**Result type indicator on the search result card (colors, icons)
**Breadcrumbs in the search bar
**Sorting function
**Content preview (ie preview search result without fully leaving the page)
**Recommended content on right side (ie Trending)
**Related Research
**Preview | Download | Save search result
4. Document viewer
Description: much of our company's content is currently in the form of pdf documents. We need a page to showcase pdf content in a very user-friendly way.
Features:
**Table of Contents on left side
**pdf content as centerpiece of the page
**X-Ray function on right side, pulls out key metadata from pdf (i.e. Kindle X Ray)
**Recommended reading
Description: much of our company's content is currently in the form of pdf documents. We need a page to showcase pdf content in a very user-friendly way.
Features:
**Table of Contents on left side
**pdf content as centerpiece of the page
**X-Ray function on right side, pulls out key metadata from pdf (i.e. Kindle X Ray)
**Recommended reading
5. Issuer Page
Description: a page to view the information about Issuers of certain types of securities deals (i.e. financial investment deals). This is a page to learn a bit of profile information about the Issuer, their financial profile, recent deals, recent press releases
Features:
(SEE MOCKUP, pretty straightforward)
Description: a page to view the information about Issuers of certain types of securities deals (i.e. financial investment deals). This is a page to learn a bit of profile information about the Issuer, their financial profile, recent deals, recent press releases
Features:
(SEE MOCKUP, pretty straightforward)
What to avoid
Open to different styles - but keep it business professional (i.e. financial services / fintech industry), modern, light / fresh / vibrant
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