While researching global competitor fintech platforms and the way their users interact with them, we identified insightful patterns that steered our project:

Average number of products per user.
Demographic segmentation of users.
Digital visual design is moving towards simpler, cleaner interfaces.
Data is becoming more democratised, allowing users to understand and make better choices and improve their experiences.

Helping users find the information they want, faster than ever

In transitioning to a lighter feel, the information that used to fill the user’s screen needed to be intuitively presented and easily accessible. We achieved this by establishing a stronger hierarchy on each page. A combination of typography, colour, illustration, and spacing, translated into a thoughtful design system that actively helps users navigate the platform. And it has been a pleasure, as always, to collaborate with How Might We who steered the initial discovery and wireframe prototype design before we stepped in.

Highlighting investment opportunities to expand their investment portfolio

At the time, the majority of Coronation users only focused on a single product per portfolio. This meant that the portal layout needed to highlight the data for a single investment, and a larger portfolio. A common thread we found in our research was that international platforms made it easy for customers to add additional products to their portfolio. While we were creating a platform with a harmonious interface for people with single and multiple portfolios, providing opportunities for users to expand on their investments shaped the design process.

Designing for investments anywhere, anytime

To allow users access to their investments regardless of the device they are using, we paid special attention to ensure that the designs were scalable across multiple screen sizes.