Design of a trading app for the South African market

In short

I lead the UX design from Information Architecture, user flows, wireframes and rapid user tests on first prototype.

Client

Investec

Methods

UX audit
Information Architecture
Wireframe
Prototype
Remote testing

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The challenge

The challenge was to re-envision the trading app's dashboard with a strong focus on user needs. The findings from the audit emphasised key aspects:

  • The dashboard needed to clearly show whether the user's money was increasing or decreasing.
  • Money transfers should be a seamless and effortless process.
  • Graphs required context without overwhelming the overall page.
  • Consistency between the desktop and mobile interfaces was lacking.
  • Navigation options needed exploration and improvement, considering items like Dashboard, Trading, Savings, Statements, Learn, and Help & Support.

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The solution

To address these challenges, I took the following steps:

  • Overhauled the information architecture with a focus on user flows, leading to the creation of effective wireframes.
  • Utilised Maze for prototype testing, ensuring the validation of design assumptions and the improvement of user navigation and task execution.
  • Refined the designs for both desktop and mobile interfaces, maintaining consistency across platforms.
  • Introduced prominent calls-to-action for buying, selling, and adding funds, ensuring that users could easily find and perform these actions.
  • Allowed for customisable dashboard views, providing users with the flexibility to adjust the layout according to their preferences.
  • Clarified the terminology associated with "Savings" accounts, ensuring users understood its purpose clearly.

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The result

The user experience of the trading app was notably enhanced, leading to improved usability for all users. Navigation within the app was streamlined, resulting in a significant boost to user efficiency when performing tasks.

The design changes implemented were successfully validated through comprehensive user testing.

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