Case 06 / 08
Fintech × Consumer
A consistent web and mobile experience built around the actions customers use most.
Product story
The interface is only the visible layer. The work started by deciding what the product needed to make easier.
The situation
The retail investment platform market is crowded, and users decide within minutes whether they'll come back. The existing platform was capable but heavy — routine actions took too many clicks, and web and mobile felt like different products.
The direction
Built the whole UX strategy around ease of use — measured by clicks-per-action and by the visibility of features users touch daily or hourly. Kept web and mobile visually and interactively consistent so switching devices didn't feel like starting over. Tight collaboration with the tech team kept design decisions grounded in what could actually ship.
The change
A platform that stayed engaging across the two surfaces users actually live on, with fewer clicks blocking the most-used flows.
Outcome / Invest.com
2020