FinTech

UX Design | UI Design

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About the Product

The product supports four major use cases, targeting distinct sets of businesses and users: Investors, Bank Compliance, Investment Advisors, and White Labeling for banks and financial advisors.

Duration

2 months

Role

UX Lead Designer

Team

Bhumika Dugad (Me)

Design Process

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

Tools

Figma, Adobe Illustrator

Problem

Investors struggle with managing their investments effectively due to fragmented financial platforms. Users must navigate multiple brokers and interfaces, leading to inefficiencies, delayed data access, and difficulty in overseeing and making informed decisions about their diverse portfolios.

Solution

Unified Dashboard
A comprehensive dashboard that consolidates investment information from different sources, offering a holistic view of the user’s portfolio.

Integrated Trading
Seamless trading functionality for multiple asset classes, enabling users to execute trades without switching between different platforms.

Streamlined Navigation
Design an easy-to-navigate interface with clear categorization and intuitive controls, reducing complexity and making it simpler for users to manage their investments efficiently.

Customizable Reporting
Tools for generating customized reports and analytics to help users track performance and make informed investment decisions.

Mission Statement

The designs helped in a simple navigation model and reducing the number of clicks. A mobile and a web application which provides a one-stop visibility to the world of blockchain and allows users to easily perform secure trades across the platform. The solution aims at reducing the complexity for a quantum secure trading app.

User Interface Design

Moodboard

Big Title

Color Sheet