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RedesignResearch2025

Fintech · NDA. An investing app users return to.

ClientUnder NDA
RoleSenior UX/UI Designer
Year2025
Under NDA — cover

Overview. A fintech client’s investment platform had an outdated experience: low engagement, confusing key features and inefficient workflows for tracking portfolios. I was hired to revamp the UX and UI into a modern, intuitive product.

DeliverablesUser interviews & surveysA/B testingUser flowsDashboard designPortfolio management UXDesign system (web + mobile)
The problem

Core features nobody could find

Users struggled to navigate the platform effectively, which showed up as poor retention and under-use of the features the business cared about most.

The solution

Evidence first, then streamlined flows

I conducted over 30 user interviews, surveys and A/B tests to uncover the real pain points, then addressed them directly with streamlined user flows, intuitive dashboards and an optimised portfolio-management system — unified by a cohesive design system across mobile and web.

Outcome. +43% engagement, +25% adoption.

+43%user engagement
+25%feature adoption
−40%UI inconsistencies
30+user interviews
Next project
App designWeb design

Yearnings

Social investing
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