Mutual Funds Platform
Overview
The project goal was to improve user paths when
buying mutual funds and managing their investments throught
online banking system of one
of the biggest banks in Poland. Web application
is available online for nearly five million users.
Timing
February 2022 - December 2022
Role
UX Design, User Research, Prototyping
I was responsible for all design phases, including initial wireframes, user tests, final mockups in Axure, and quality assurance before and after the production deployment. Collaborating with business analysts, the project manager, and the engineering team, I worked on multiple projects to renew the Investment Funds App, including the development of an as part of the system.
Simplifying Mutual Fund Investments: A User-Centric Solution
The project aimed to create a clear, user-friendly experience for mutual fund investors, presenting 20+ legal requirements and 25 attributes for 700+ funds in an accessible format while ensuring compliance with regulations.
Key Contributions:
Key Contributions:
-
User Research:
Identified user needs and pain points to prioritize relevant information. -
Risk Communication:
Simplified complex risks using plain language and visual aids. -
Compliance Integration:
Refined the design through user feedback and usability testing.
Selection and Filtering Experience
The Mutual Funds Offer Page helps users explore 700+ funds with filters for type, risk level, and performance. Detailed fund insights, including objectives and risk assessments, empower informed, goal-aligned decisions.
Mutual funds offer page
Exploring Mutual Fund Details
The Mutual Fund Detail Page provides key insights, including objectives, strategies, performance, and essential documents, empowering users to make informed, goal-aligned investment decisions.
Detailed Information Page
Effortless Investing: Streamlined Purchase Journey
Buying a mutual fund involves three simple steps: select a fund, set the investment amount, sign required documents, and complete payment via an integrated global banking system for a smooth transaction.
Whole User Path of purchase Mutual Fund
Simplifying Portfolio Control
Users can easily track, sell, or swap fund units within their investment wallet, ensuring flexibility and control over their portfolio.
Investment Wallet Page
This page provides a personalized overview of recently purchased funds, including performance metrics, transaction history, fund details, and access to key documents like prospectuses, ensuring transparency and informed decision-making.
Details for Purchased Mutual Fund
