
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