Stock Trading App
Problem
Punto Casa de Bolsa had to increase their revenue as they are the third-largest Stock Brokerage House in Mexico. They had a strong vision about getting closer to the people in Mexico and help them build stronger finances.
Solution
I had the opportunity to set the design strategy together with CMO and CEO and it consisted of getting friendly with the user interface and try to explain to the customers the long-term benefits of investing in stocks.
My Role
I had the opportunity to work as a Creative Director where I lead the design strategy on multiple channels including print, social media, revamp of iPad, iPhone Apps, and redesign of the website.
Interviews, Flows, Sitemap, Information Architecture, Visual Design, UI, Branding, Social Marketing.
Some screens that were added beyond the visual revamp of the app. This were oriented to help the mexican users understand some basic concepts around investments and the stock market.
Flow showing the main screens of the app, it is basically divided in login/welcome, stock positions, portfolio, trader space and document explorer.
Mockups of the landing page and the portfolio page.
These screens were added and they followed our design strategy to make the stock market digestible by anyone, these tables show the available cash, total gains and risk of the wallets of the users.
This was an interesting challenge towards making friendly the content of the stock options available in the market.
Additional to the tablet and mobile design we redesigned the website having in mind teaching stock investment concepts to possible and existing customers.
Wireframe and mockup of the landing page.