Fintech

UX Design | UI Design

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About the Product

A leading fintech innovator with deep expertise in investment technologies and regulatory compliance approached to design a feature-rich user experience for Shankh- an intelligent investment and compliance platform

Duration

3 months

Role

UX Lead & UI Designer

Team

Bhumika Dugad (Me)

Design Process

UX Research, User Persona, User Insights, Journey Map, Wireframes, High Fidelity

Tools

Figma, Adobe XD, Illustrator

Mission Statement

The designs focused on creating an intuitive navigation model, streamlining investment workflows, and enhancing user experience.The solution simplifies complex financial operations, making investment management more efficient and accessible.

Problem

The current landscape of investment management platforms is fragmented, with users needing to navigate multiple applications to manage different financial instruments, such as stocks, mutual funds, ETFs, and more. This results in a disjointed experience, increased complexity, and a lack of unified visibility into their portfolios.

Solution

Unified Platform
Centralise investment management for stocks, mutual funds, and ETFs in one interface, eliminating multiple apps.

AI-Powered Insights
Integrate tools like Portfolio Doctor for personalized recommendations and performance tracking.

Broker Integration
Enable easy integration with brokers for seamless buy/sell actions across multiple financial instruments.

Compliance Management
Provide a Bank Compliance Platform for managing KYC processes and regulatory approvals.

Competitors

Coinbase

Binance

Nexo

Robinhood

Etoro

Comparative Study (Features)

Target Audience

Investors

Tech Enthusiasts

40%

Retail and beginner investors seeking an all-in-one investment management platform.
Experienced investors need advanced features

Advisors

Professionals

30%

Professionals managing client portfolios and offering investment advice.

Financial Institution

Banks

15%

Compliance officers overseeing regulatory processes (e.g., KYC, approvals).
Banks needing white-labeled investment platforms.

Risk Managers

Monitors

5%

Monitoring investment activities to assess and mitigate financial risks across portfolios.

Corporate Clients

Seeking Diversification

10%

Managing employee benefit programs or corporate investments.
Looking for solutions that support a large volume of investments

User Persona

Moodboard

Hi-Fidelity Mockups

Onboarding

Personal Details & Broker Integration: Users provide personal information (name, address, contact) and link their brokerage accounts for seamless investment management.

Consent & Review: Users consent to data sharing and privacy policies, then review and confirm all details before completing the onboarding process.

Home & Positions

A visually engaging chart that displays asset distribution, allowing users to track their investments in various financial instruments
Below the chart, users can view a breakdown of individual holdings, including key details such as the current value, performance metrics, and any recent changes in value.