A financial services company asked us to define the experience and creative direction for a new mobile investment platform, with the goal of making portfolio management simpler and more accessible.

I led the creative direction and UX/UI design, working with a multidisciplinary team from the earliest stages of the project. Together, we combined research and strategy to refine the product’s value proposition and shape an experience around real user needs. I guided the design process from information architecture and user journeys to wireframing, prototyping and iterative testing.

The main challenge was transforming complex financial products into a clear, intuitive and accessible experience. The result was a user-centred solution that aligned business objectives with customer needs, covering the key journeys across onboarding, portfolio management, account information and customer support.