DiversyFund
Changing the way the everyday investors build wealth
Client
Diversy Fund
Year
2020
timeline
6 Months
Category
Product Design | Design System
understand
The everyday investor
Everyday investors don't have millions of dollars to invest but want to build wealth. Finding an opportunity with low risk for everyone to start becomes very difficult. There is an opportunity for an automated platform that provides high-value alternative investments for everyone.
Everyday investors don't have millions of dollars to invest but want to build wealth. Finding an opportunity with low risk for everyone to start becomes very difficult. There is an opportunity for an automated platform that provides high-value alternative investments for everyone.
Understand
The everyday investor
Everyday investors don't have millions of dollars to invest but want to build wealth. Finding an opportunity with low risk for everyone to start becomes very difficult. There is an opportunity for an automated platform that provides high-value alternative investments for everyone.
Identify
People solutions for everyone
After thorough research of quantitative and qualitative data. It was clear that there were themes that would improve the story of the platform. Themes that would be the highest groups of the applications features and functionality. A digital destination that create an opportunity for everyone to build generational wealth.
After thorough research of quantitative and qualitative data. It was clear that there were themes that would improve the story of the platform. Themes that would be the highest groups of the applications features and functionality. A digital destination that create an opportunity for everyone to build generational wealth.
Understand
People solutions for everyone
After thorough research of quantitative and qualitative data. It was clear that there were themes that would improve the story of the platform. Themes that would be the highest groups of the applications features and functionality. A digital destination that create an opportunity for everyone to build generational wealth.
Key Themes
Themes
Personalization
People should be able to personalize their experience to meet their needs. Preferences that help them keep up to date on all their investments in a simple way.
People should be able to personalize their experience to meet their needs. Preferences that help them keep up to date on all their investments in a simple way.
Simplified sign up process
People should have a friendly and easy way to sign up for an account. Creating an easy entry to the platform.
People should have a friendly and easy way to sign up for an account. Creating an easy entry to the platform.
Knowlege Base
People should be able to easily access tools for learning whether they're a beginner or experienced investor
People should be able to easily access tools for learning whether they're a beginner or experienced investor
Investment Funnel
People should be able to easily fund their account through less steps, so the task isn't so daunting
People should be able to easily fund their account through less steps, so the task isn't so daunting
Key Themes
Themes
Personalization
People should be able to personalize their experience to meet their needs. Preferences that help them keep up to date on all their investments in a simple way.
Simplified sign up process
People should have a friendly and easy way to sign up for an account. Creating an easy entry to the platform.
Knowlege Base
People should be able to easily access tools for learning whether they're a beginner or experienced investor
Investment Funnel
People should be able to easily fund their account through less steps, so the task isn't so daunting
key objectives
KEYS TO SUCCESS
"Optimize Signup Process"
Signups fall off after the 1st step of the process. Existing signup process blocks the everyday investor's learning capabilities
Signups fall off after the 1st step of the process. Existing signup process blocks the everyday investor's learning capabilities
"Design System"
Optimize a design system that will be flexible for the web and mobile app
Optimize a design system that will be flexible for the web and mobile app
"Optimize the Funne"
Optimize the funding process so the steps are easy for beginner and experienced investors
Optimize the funding process so the steps are easy for beginner and experienced investors
key objectives
KEYS TO SUCCESS
"Optimize Signup Process"
Signups fall off after the 1st step of the process. Existing signup process blocks the everyday investor's learning capabilities
"Design System"
Optimize a design system that will be flexible for the web and mobile app
"Optimize the Funne"
Optimize the funding process so the steps are easy for beginner and experienced investors
execute
An everyday investor platform
Over a few months it started with revising the entire design and user experience from the ground up. The first step was migrating all designs from Adobe XD to Figma. Next, the creation of a new design system called, "Elevated". It would serve as the foundation of the new platform for a consistent user experience.
The next step was unifying the web and mobile apps to be a seamless user experience across all devices. Reimagining the sign up process to remove the barrier of entry into the product. Creating a easy, subtle, and quick process for account registration.
A new dashboard that would allow personalization for new and experienced investors. Organized information architecture that would allow for onboarding for new and existing features. Displaying complex financial information in a simple understandable way using structured hierarchy. Bold typography and color to complement each other.
A/B Testing and implementation of new and existing features that released weekly. Finally a new digital destination with inviting headlines and a great user experience.
Over a few months it started with revising the entire design and user experience from the ground up. The first step was migrating all designs from Adobe XD to Figma. Next, the creation of a new design system called, "Elevated". It would serve as the foundation of the new platform for a consistent user experience.
The next step was unifying the web and mobile apps to be a seamless user experience across all devices. Reimagining the sign up process to remove the barrier of entry into the product. Creating a easy, subtle, and quick process for account registration.
A new dashboard that would allow personalization for new and experienced investors. Organized information architecture that would allow for onboarding for new and existing features. Displaying complex financial information in a simple understandable way using structured hierarchy. Bold typography and color to complement each other.
A/B Testing and implementation of new and existing features that released weekly. Finally a new digital destination with inviting headlines and a great user experience.
execute
An everyday investor platform
Over a few months it started with revising the entire design and user experience from the ground up. The first step was migrating all designs from Adobe XD to Figma. Next, the creation of a new design system called, "Elevated". It would serve as the foundation of the new platform for a consistent user experience.
The next step was unifying the web and mobile apps to be a seamless user experience across all devices. Reimagining the sign up process to remove the barrier of entry into the product. Creating a easy, subtle, and quick process for account registration.
A new dashboard that would allow personalization for new and experienced investors. Organized information architecture that would allow for onboarding for new and existing features. Displaying complex financial information in a simple understandable way using structured hierarchy. Bold typography and color to complement each other.
A/B Testing and implementation of new and existing features that released weekly. Finally a new digital destination with inviting headlines and a great user experience.
Key Results
The Results
“Personalization”
— Users able to tailor experience to their needs
— Non-experienced and Experienced investors educational content and news on demand
“Inviting user experience”
— Increased visits and time on pages from new design implementation
— Increased user adoption/value from analytics tools
— Weekly optimization testing of existing and new features
“Simplified sign up process”
— Increased account registrations by 60% from 1st week
— Increase in new investors within the platform
Key Results
The Results
“Personalization”
— Users able to tailor experience to their needs
— Non-experienced and Experienced investors educational content and news on demand
“Inviting user experience”
— Increased visits and time on pages from new design implementation
— Increased user adoption/value from analytics tools
— Weekly optimization testing of existing and new features
“Simplified sign up process”
— Increased account registrations by 60% from 1st week
— Increase in new investors within the platform
understand identify execute repeat
understand identify execute repeat
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HEROIC ©2025. All rights reserved.
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