Citadel
Finance
Citadel is one of the world’s leading alternative investment management firms, managing assets across a range of strategies including equities, fixed income, commodities, and quantitative research. Known for its rigorous, data-driven approach to investing, Citadel combines deep financial expertise with cutting-edge technology to drive performance and innovation across its business.
The Challenge
Citadel needed a way to incorporate user testing into their design process on a consistent, recurring basis without it becoming a burden on their team’s time and resources. Running weekly research required a platform that was fast to set up and reliable enough to deliver results regularly, without creating bottlenecks in their workflow.
Participant recruitment was a significant obstacle to achieving that cadence. Managing respondent selection in-house was time-intensive and pulled the team’s focus away from what mattered most — analyzing results and improving their product. They needed a solution that could take that responsibility off their plate entirely.
The Outcome
With PlaybookUX, Citadel was able to establish a consistent weekly testing rhythm that keeps their design process continuously informed by real user feedback. The platform’s ease of use means their team can create a test quickly and move straight to reviewing results, removing the operational overhead that previously slowed their research down.
The fully managed participant recruitment has been a standout benefit, allowing Citadel to focus entirely on the insights rather than the logistics. Each week they come away with a wealth of useful product feedback that directly shapes their design decisions, making PlaybookUX an integral part of how their team works and iterates.
We test the design with PlaybookUX every week. Each time we get a lot of useful product insights. The best thing is that the service takes care of the selection of respondents: we can only create a test and see the results.
Danial Siddiki, Designer at Citadel