Jason S.

Project Delivery: UTRADE App Revamp 1.0 (Comprehensive App UI/UX Redesign -2024-2025): •Led end-to-end project coordination, collaborating closely with the app vendor to ensure all phase deliverables met quality standards and business requirements. • Partnered with LSEG to integrate real-time stock news, indices, and fundamental data via Framing Widget & API; authored detailed user requirement specifications to expand market data depth and breadth. • Led UAT process, identifying and resolving 800+ issues across trading, login authentication, and UI/UX modules, ensuring high launch quality and user satisfaction. • Redesigned market data presentation (Broker Queue & Trade Tools) to intuitively showcase key information, driving trading behavior and enhancing user experience. • Authored technical user requirements for Content Management Portal; designed and executed test cases to validate API logic and cross-platform display consistency for Important Notice publishing.

App Maintenance and Enhancement: • Enhanced core trading features (Market Order, US Pre-Market, Grey Market) by drafting user requirements based on in-depth user journey analysis; led UAT to validate trading logic and UI/UX accuracy. • Developed and rolled out communication & education plans, including marketing messages, user guide updates, and post-launch surveys to drive feature adoption. • Conducted competitor analysis from a user perspective to realign features and ensure market competitiveness. • Delivered data-driven insights through concentration analysis comparing top-tier vs. average traders, providing strategic recommendations to management.

o EDDA Standing Instruction: Designed UI/UX, workflow, and logic for new Standing Instruction function; managed full project lifecycle from proposal to UAT and training materials, enhancing client self-service for monthly savings plans. o App Store Optimization (ASO): Led data-driven ASO strategy, refining keywords, app titles, and visual assets to increase impressions and traffic. o Promotional Campaigns Initiated and executed cross-industry campaign with Donki and top Finance KOLs, driving a 10% increase in new client registrations and demonstrating ability to identify new business opportunities.

o AI Chatbot Project: Led end-to-end development of Clare AI Chatbot; re-categorized FAQ database and redesigned conversation logic, increasing First Contact Resolution (FCR) rate and reducing CS manual workload by 30%. o GDCA KYC Project: Spearheaded KYC project, designing internal workflows and external UI flows to optimize web account opening for Mainland clients; secured critical approvals from IT and Compliance through cross-departmental collaboration.

o Facilitated implementation of proposed changes, including testing(UAT) and training activities o Assisted in preparing market research of the trading platform to compare and understand the competitive advantage and weakness of each other. o Gathered requirements and prepared the material required to launch our App in Huawei App Gallery

-Certificate of Merit 18/19 -19/20 (Top 15% students in the department)