Investment Hub

Overview
The goal was to redesign the investment experience and bring everything together in one simple Hub inside one of Poland’s largest online banking platforms, used by nearly five million customers. This included creating an app for digitally signing investment documents — making it easier for users to get started with investing online confidently.
Role & Timing
User Research · Wireframing · Prototyping · UI design · Dev handoff · QA
June 2021 - December 2022

Mapping the Flow



Designed a step-by-step experience guiding users from compliance tasks (agreements & tests) to investment actions. This reduced friction and uncertainty, especially for new investors.
Workflow diagram

Key Focus Areas

🗂️ Simplifying Complex Legal Info
Transformed 20+ legal docs and 25 data points per fund into a digestible and compliant user interface — making it easier for people to invest confidently.

  • Identified key pain points via research
  • Simplified risk language and used visuals to build trust
  • Continuously iterated with usability testing


🔍 Discovering & Comparing Funds
Built a clear, filterable Offer Page that lets users explore 700+ mutual funds by type, risk level, and performance — helping them find the best match for their goals.

  • Smart filters to narrow options
  • Clean detail pages with strategy, risks, docs, and history
Mutual funds offer page
Detailed Information Page

🛒 Streamlined Purchase Journey

Landing Page
A personalized start screen showed users what documents they still needed to sign. This tailored experience reduced drop-offs and gave users clarity on next steps.
Landing page with information about needed documents


Purchase Process
Once all requirements were fulfilled, users could seamlessly invest — just choose a fund, set an amount, confirm, and pay via integrated banking tools.
Whole User Path of purchase Mutual Fund

💼 Portfolio Management

Redesigned the Investment Wallet to give users full control — see current performance, manage documents, swap or sell units easily.
Investment Wallet Page
Details for Purchased Fund

📊 Summary

This project brought together complex regulatory requirements, financial data, and user needs into a single, cohesive investment experience. By simplifying document signing, improving fund exploration, and streamlining the purchase process, we made investing more accessible and user-friendly — without compromising on compliance.

The result? A more confident and empowered user, and a more effective investment platform inside one of Poland’s largest online banking systems.

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