How TFB elevates the clients experience with UX techniques and tricks

Author: Anna

Many factors come into play when it comes to an excellent client experience.

When we develop software at TFB, we always consider the following core factors:

• Convenience
• Security
• Relevance

One way to ensure our technology consistently exceeds client expectations is through user experience (UX) design. Simply put, UX design makes the solutions easy to understand and use, avoiding confusion, and helping meet the user's needs.

In today’s article, we will showcase some of the ways we use UX to create solutions that stand out in the market.

#1 Tooltips in the Interface

The goal of every TFB solution is to be helpful and easy to understand. We pride ourselves on creating products that don’t require extensive onboarding or training. At the same time, we know that users may have questions regarding how to use the new interface.

That’s why we have tooltips added throughout the interface. Like the name suggests, these are little hints that help explain what something is or how it works. They pop up on the screen where the user is working, so there’s no need to go to a separate page and disrupt the process. If something is not clear, you can double-check it right here, right now.

#2 Importing and Exporting to CSV and Excel

When it comes to UX, the little things matter the most. Our multiplatform Trade Processor liquidity bridge is very feature-rich, and it collects and stores vast amounts of data that can be used for daily check-ins, internal or external reporting, strategy planning, and so much more.

You can do a lot with data right from the bridge’s interface, but it’s important to give clients the option to add or extract additional data if required. That’s why we’ve added an option to do this, conveniently placing it in an area where users would most expect it. We’ve also badded two formatting options to align with all our clients’ needs.

#3 A Fast and Convenient Trading Tool Search

All the best functionality in the world means nothing if the client can’t find what they’re looking for and cannot do it quickly. To ensure we're creating an efficient and intuitive user experience, we’ve upgraded the trading tool search to include several filters.

We value every second of our users' time.

#4 Mobile Device Support

According to Statista, mobile devices accounted for 60% of global internet traffic by January 2024. Being mobile-friendly is one of the best gifts you can give your clients as a software developer. We’re all constantly on the go, rushing to a meeting or a new city. Many of us work from home or on vacation, and access to the desktop may be limited.

In trading, it is extremely important to be constantly online and on top of everything. Market conditions change within minutes, and sometimes, you need to act immediately to take advantage of new opportunities or mitigate potential risks.

At TFB, we recognise all these needs, which is why we are continuously improving and enhancing our mobile device support.

#5 Localisation and Internationalisation

These days, we’re all expected to speak English to travel, learn, and use technology. While this is important, we also believe that having solutions localised to your own language is a game changer in terms of user experience.

Our TFB PAMM is localised to 11 languages. This means that our clients in many countries can easily interact with the solution, use all of its functionality, and be confident that they’ll do everything right.

We said it before, and we’ll say it again – trading is a fast-paced and unforgiving industry. You need to be able to make decisions quickly and implement them even quicker. Having the software in your native language allows more accurate and robust decision-making.

#6 Coverage of Edge Cases in the Interface

We prioritise proactively addressing situations where our software exhibits unexpected behaviour. We reduce errors and promote a smoother interaction process by anticipating and alerting users to possible irregularities. This proactive approach enhances reliability and underscores our commitment to designing intuitive, user-friendly interfaces that foster confidence and efficiency.

By safeguarding against uncommon behaviours, we make solutions that empower users to navigate tasks with ease and precision.

An AI assistant in the liquidity bridge

While technically not a UX tool, we thought we’d mention our newest AI assistant added to the Trade Processor liquidity bridge.

Note: The AI is still learning, so if you’re using it right now, we recommend double-checking with the support team before making any critical changes to the system.

The goal of the AI assistant is to help clients work with the bridge on their own and at their own pace. Sometimes, you don’t want to reach out to the support team but are curious to figure something out yourself. In those situations, our AI assistant will always be there to guide you and help you.