Designing trading for people who have never traded

Designing trading for people who have never traded

Designing an investment app that makes trading approachable for beginners.

Designing an investment app that makes trading approachable for beginners.

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Product Design

Product Design

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Leadership

Leadership

Context

Opening investing to a new audience

Opening investing to a new audience

The introduction of Individual Investment Accounts (IIS), a Russian equivalent of the UK’s Stocks & Shares ISA, created an opportunity for BKS to reach people with little or no investment experience.

The introduction of Individual Investment Accounts (IIS), a Russian equivalent of the UK’s Stocks & Shares ISA, created an opportunity for BKS to reach people with little or no investment experience.

Working closely with the Product Owner, I developed the initial UX/UI concept for a new investment app.

Working closely with the Product Owner, I developed the initial UX/UI concept for a new investment app.

Challenge

Making investing understandable for beginners

Making investing understandable for beginners

Traditional brokerage apps assume users already understand financial markets. The challenge was to help newcomers start investing, make informed decisions and manage their portfolios without extensive financial knowledge.

Traditional brokerage apps assume users already understand financial markets. The challenge was to help newcomers start investing, make informed decisions and manage their portfolios without extensive financial knowledge.

Solution

Helping people get started and stay informed

Helping people get started and stay informed

I focused the experience on two key needs:

I focused the experience on two key needs:

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Finding where to start.

Finding where to start.

Investment ideas helped beginners discover opportunities without having to research the market from scratch.

Investment ideas helped beginners discover opportunities without having to research the market from scratch.

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Understanding their investments.

Understanding their investments.

Portfolio health indicators made risk and overall portfolio condition easier to understand at a glance.

Portfolio health indicators made risk and overall portfolio condition easier to understand at a glance.

Outcome

100K

users after launch

100K

users after launch

CONTACT

Let’s get in touch

Let’s get in touch