Investment by product
Designing a product-first approach to investing
Company
Project category
Fintech / Wealth Management
Context
Warren only had investments in a ”wallet” with pre-defined product allocation. This initiative aimed to change this to a more personalized experience, allowing more advanced users to invest money on specific products. I worked as the lead designer for this project alongside other designers on my team
Product details page
The product details page shows a lot of information about each product. The challenge was to find a smart way to highlight the most meaningful information and still have clear access to the other sections
Most common info to make investment decisions, like earnings, withdrawal terms, risk and minimum investment were prioritized and showed first on the page with clear visuals. The users could go even further and check graphs about the product's historic performance
Users can apply filters like: Category, risk, minimum investment, withdrawal term, special features and also open the full filter setup modal for more complex operations
This is just a short version of the process, results and impact. If you want to know more about this project, get in touch and we can talk ;D