Knopman Marks: Transforming Financial Education Through Strategic UX Design
Director of UX & Design
6 years
Learning Management Software
Knopmanmarks.com
For six years, I led UX design for Knopman Marks' custom Learning Management System (LMS), overseeing product vision and execution from initial strategy through implementation.
Collaborating closely with executive leadership, product management, engineering teams, and researchers, I shaped cohesive product and brand experiences that delivered intuitive, engaging, and highly effective learning solutions. Observing user interactions over time provided invaluable insights that continually informed and refined our approach and changed the way I think about user research.
Listen: It's NOT what they say, it's how they say it.
Knopman Marks annually trains thousands of finance professionals, preparing them for challenging certification exams required by top-tier U.S. banks.
Our goal was clear: transform a traditionally stressful and technical learning process into an intuitive, motivating, and highly effective educational experience.
Our goal was clear: transform a traditionally stressful and technical learning process into an intuitive, motivating, and highly effective educational experience.
Design Objectives
Streamlined and Modernized Platform: Addressed legacy technology constraints by designing and deploying a future-ready LMS, significantly enhancing clarity, usability, and student engagement.
Motivational UX Elements: Implemented strategic UI interventions—such as a "motivational matrix"—to subtly encourage continuous user engagement. This included developing an interactive practice quiz experience within the training environment, fostering sustained motivation and measurable student progress.
Adaptive E-Commerce and Training Solutions: Redesigned the platform's e-commerce component to offer customized purchasing and training pathways that accommodated diverse market-specific requirements, reinforcing Knopman Marks’ personalized teaching philosophy.
Motivational UX Elements: Implemented strategic UI interventions—such as a "motivational matrix"—to subtly encourage continuous user engagement. This included developing an interactive practice quiz experience within the training environment, fostering sustained motivation and measurable student progress.
Adaptive E-Commerce and Training Solutions: Redesigned the platform's e-commerce component to offer customized purchasing and training pathways that accommodated diverse market-specific requirements, reinforcing Knopman Marks’ personalized teaching philosophy.
Results and Impact:
Helped drive significant business growth, with annual revenue increasing from $5M to $21M within five years.
Enhanced learner outcomes, supporting over 31,000 students in 2022 alone—a 27% increase year-over-year.
Demonstrated the transformative power of thoughtful UX, turning complex, high-stress educational content into a compelling, effective learning experience that significantly boosted student satisfaction and business performance.
Helped drive significant business growth, with annual revenue increasing from $5M to $21M within five years.
Enhanced learner outcomes, supporting over 31,000 students in 2022 alone—a 27% increase year-over-year.
Demonstrated the transformative power of thoughtful UX, turning complex, high-stress educational content into a compelling, effective learning experience that significantly boosted student satisfaction and business performance.
"The new platform made studying so much easier. Everything was clear, organized, and intuitive—plus, I could track my progress in a way that kept me motivated. I felt 100% ready when exam day came."
— Knopman Marks Student