Case study · Financial Services

Making a broker-less trading platform easy to use

A client under NDA asked us to make its trading platform and website more appealing, intuitive and user-friendly.

Tokenized trading platform: cover

At a glance

1-minute read
  • Discovery & Research
  • UX/UI Design
  • Design System
  • Branding
  • Marketing Website
  • Web App
  • Mobile App
  • Front End

Client name changed under NDA

The situation

The client offers a broker-less platform that lets users trade directly against the financial markets. The idea was well received, but the first version fell short of user expectations because of usability problems.

What we did

We researched the users with mind maps and user scenarios, then built the product and its features around what we found to make it simple and quick to use. The result is a web-based trading platform with a simple, effortless journey, an Android app, day and night modes and educational materials that are easy to find.

We also developed a brand-specific visual identity and a UI kit that can scale in the future.

The result

The platform has all the trading tools and parameters needed for safe trading, in a highly visual, simple and interactive interface that educates users from their first trade. The client reports it as the fastest-growing platform for digital contracts.

Read the full case study · 2 min

The full case study

Tokenized trading platform, step by step

On this page · 8 sections

About the business

This under NDA client offers the world’s first broker-less financial trading platform, allowing its users to trade directly against the financial markets. While the idea appeared very well-received, the first execution failed to meet user expectations. The platform had issues with usability, so our team was requested to make the platform and website more appealing, intuitive, and user-friendly.

Project tasks

  • To create a web-based trading platform with a simple, quick, and effortless user journey.
  • To create an Android mobile app version of the platform.

Project team

  • UX/UI designer
  • 2 Front-end engineers
  • 2 Mobile engineers
  • QA engineer
  • Project Manager
  • Business Analyst

2.5 months of discovery & design

6 months for development & testing

Design and development are done in parallel after the research and discovery phase.

Platform Features

We were building the product and its features around the insights discovered during the Research Phase, increasing its simplicity and ease of use.

Trading account

Support of a trading account opening on the users themselves by directly contacting the Platform Partner.

Trading ideas

AI-based generation of trading ideas for the users.

Analytics

Visualization of trading processes with a rich set of analytical modeling and chart tools.

Payouts

Monetary disbursements from trading.

Orders

Management of the trading orders, including opening, closing, and execution.

Platform Privacy

High-level privacy management for the users’ trading operation based on predefined policies.

Mind map & user scenarios

Mind Maps & User Scenarios made it possible for us to understand how users may interact with the client’s application or similar applications and identify tasks they implement to achieve their goals.

Based on the research findings, we have identified a set of must-have features and elements the redesigned platform was to provide to realize its full potential.

Trading Platform. Mind map
Trading Platform. Mind map.

Day / Night mode

Information architecture was built so that the Trading platform would provide easily recognizable, relevant educational materials.

Trading Platform. Day & Night mode
Trading Platform. Day & Night mode.

Brand-Specific Visual Identity

The visual system was developed to allow for future scaling.

Buttons, drop-downs, tooltips, input fields, links, headers, and other design components were presented in the UI kit and designed so that their look would change following user actions: hover, selection, and click.

Trading Platform. Colors, typography
Trading Platform. Colors, typography.
Trading Platform. UI kit
Trading Platform. UI kit.

Outcome

With several thousand new user accounts added monthly, the NDA Trading Platform is the fastest-growing platform for Digital Contracts.

A unique, responsive, feature-rich, and easy-to-use web-based trading platform.

A platform with all the essential trading tools and parameters required for a safe and fraud-free trading experience, easily accessible to the masses.

A highly visual, simple, and interactive user interface that educates its users from their very first trade.

Start with a call

A 30-minute call with someone who has delivered this kind of work — sales and an engineer together.

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