Project Overview
EM Equity is a fin tech platform designed to simplify investment management for both individual investors and businesses. The client needed a platform that balanced security, trust, and ease of use, while also offering a modern and professional digital experience.
Goals & Challenges
Goals:
- Build investor trust with a clean, professional design.
- Create a simple flow for investment tracking and transactions.
- Ensure accessibility and usability for both beginners and experienced investors.
Challenges:
- Build investor trust with a clean, professional design.
- Create a simple flow for investment tracking and transactions.
- Ensure accessibility and usability for both beginners and experienced investors.
Approach
Research & Discovery
- Conducted competitor analysis of fintech apps like Robinhood, Binance, and Payoneer.
- Interviewed potential users to understand trust factors in financial products.
Information Architecture
- Designed user flows focusing on onboarding, portfolio management, and transactions.
- Built wireframes that simplified navigation for key tasks.
Design & Development
- Created high-fidelity UI mockups with a minimalist, professional, and trust-driven design language.
- Used a color palette that combined deep blue for trust with green accents for growth.
- Designed a dashboard with clear KPIs for real-time investment tracking.
Final Solution
- A modern dashboard that provides instant insights into portfolio performance.
- Streamlined onboarding that reduces friction and builds user trust.
- A secure transactions flow with clear confirmations and status updates.
- Delivered responsive designs for web and mobile platforms.
Results
- Created a smooth, reliable investment experience that clients praised for its clarity.
- Helped EM Equity stand out among competitors with a modern design identity.
- Positive feedback from test users: “Easy to understand, feels secure, and looks professional.”
- Strengthened client’s confidence in using digital platforms for investor engagement.
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