Imogen Todd

Capital One Investor Relations Page: A Case Study

Capital One

UX design

A screenshot of Capital One's Investor Relations webpage

Click the image above to visit the final site

Context

Problem Space

Our existing investor relations page was outdated and extremely difficult to use, with conflicting layers of navigation. I was tasked with bringing it up to the standards that Capital One’s other pages had set and with improving its usability.

Team and Roles

My responsibilities in this project included strategy, information architecture, and wireframing. I handed off mid fidelity wireframes to a teammate who handled the visual design and another who was responsible for developing the site.

a screenshot of the old Capital One IR page

The former Capital One IR page

Design Jam

My first step in this project was to talk to our users. Because of the limited time scope, I wasn’t able to contact actual investors, but spoke with Product Owners in the company as proxies. Together with them, we mapped out the “jobs to be done” of our users so that we could build a site that fulfilled their needs. We also used this time to take a full inventory of all the content on the site and have our user proxies help us categorize them. This helped us immensely in the IA stage of the project. It also helped to convince our partners that a reassessment of the IA was necessary, instead of just the visual facelift they had originally proposed.

two photos of sticky notes on a glass wall; the sticky notes outline user needs

At left, our JTBDs stickies; at right, the beginnings of an IA diagram

Information Architecture

Stickies in hand, I made my way to Sketch to build out an information architecture diagram for the site, keeping in mind the categorizations we had developed in our design jam. This was a lot of heavy, heads-down work with frequent validation from our IR and legal teams to make sure everything was in its right place.

an information arcthitecture diagram showing all the content on Capital One's IR page

The gargantuan IA diagram, blurred to protect confidential information

Sketching

After settling on and validating my IA diagram, I started sketching. Like my other projects, this was the stage at which I went for quantity over quality. I knew roughly the shape the pages would take because I had to hew to Capital One’s existing website style, but beyond that I was free to imagine new ways of presenting the information on the pages.

photos of drawings showing various webpage elements and a sketch of the financial results webpage

Above, sketches for page components and navigational systems that didn’t make it into the wireframes; at right, an unfortunately stained sketch of the Financial Results page

Wireframing

After validating one of the directions I’d chosen to go in during my sketching, I began to create wireframes. I worked within Capital One’s existing design system, but also created some components that I thought benefitted this particular use case if none like them existed in the system.

graysscale wireframes for Financial Reporting and Governance and Leadership pages including information on governance documents and contact information

Above, an early version of the Financial Reporting page; at right, the final mid-fi version for the Governance & Leadership page

The Outcome: The Final Site

The current site now has an updated information structure with navigation that aligns with our users’ goals, as well as a new (and hopefully improved) look that adheres to Capital One’s design system.

a screenshot of the Quarterly Earnings Releases information on Capital One's web page that gives users the option to download PDFs for the infomration

Above, the Quarterly Earnings Releases component on the new page

a screenshot of Capital One's Governance & Leadership webpage

At right, the new Capital One Governance & Leadership page