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Investing Made Easy: Streamlining a Financial Platform

Redesigning a leading financial services company investment platform. The mission was to craft a modern, intuitive platform catering to every investor’s needs, all while adhering to strict regulations.

MY ROLE
  • Lead designer
  • User research & testing
  • Prototyping
  • Documentation
THE PROCESS

User-centered approach to deliver a superior investment experience.

  • User Research: Conducted comprehensive user research, including interviews, surveys, and usability testing, to gain insights into investors’ behaviors, preferences, goals, and pain points.
  • UX/UI Design: Developed wireframes and prototypes based on the research findings that focused on improving navigation and simplifying investment processes. Crafted a visually appealing and consistent design language, including color schemes, typography, icons, and imagery, to create a cohesive brand identity and evoke trust and credibility among users.
  • User Testing and Feedback: Conducted usability testing sessions with interactive prototypes to validate the design, identify usability issues, and gather feedback for further refinement.
THE OUTCOME

Smarter, Faster Decisions

The redesign significantly enhanced the user experience, featuring an intuitive interface, simplified navigation, and streamlined processes, which led to higher user satisfaction and engagement. The platform’s responsive design and accessibility features made it more inclusive for users with diverse needs. As a result, conversion rates improved, with users finding it easier to explore investment options, track performance, and make informed decisions. Additionally, the modern visual design and user-centered approach bolstered positive brand perception, reinforcing trust and credibility among investors.

Design System

A unified, flexible, and scalable design system was also crafted to ensure seamless user experience, unified visuals, and adaptability to the future

Work