Year
2024
Industry
Fintech
Services
Product Design
Testing
Research
Visit
Summary
Redesigned operator workflows and financial product marketplace for a multi-role SaaS platform — cutting processing time, growing order volume, and increasing active users through cleaner navigation and a scalable Angular design system.
×2.7 successful orders/month (90 → 240)
−75% order processing time (4m → 1m)
+30% active users, marketplace
+20% conversion, product builder
−25% time-to-market, design system
Client
Asset management platform serving family offices, financial advisors, and banks. $1.26B in assets under management across jurisdictions and asset classes.
About Product
A multi-role SaaS platform for asset and investment management. Covers the full operational cycle — from order execution and client portfolios to back-office workflows and financial reporting.
What I Did
Business Requirements
Research
UX/UI Audit
Challenges
Wireframing & Prototyping
The first step was to draw up a diagram of the existing version, creating a spider-like mental map that includes all objects and actions. After analyzing the scheme, structural inconsistencies were identified and improvements in the hierarchy were proposed. We also used this scheme to document proposed changes in the feature set, which were later reviewed taking into account the analysis of competitors and the results of user research.
After refining the scheme, including the proposed set of functions and structural changes, we used it to create high-quality frameworks for the entire system.
Design Validation
Here are a few design approaches that formed the basis of the entire redesign of the system.
Selected UX/User Interface improvements
◄ slide to view the result before and after ►
◄ slide to view the result before and after ►
◄ slide to view the result before and after ►
Result
Re:Luna is an incredibly complex system. Therefore, the old approaches have been completely redesigned. Completely new methods of interaction with the interface have been added.
Selected UX/User Interface improvements
Marketplace
We have created and implemented a marketplace with an administrative panel for convenient product management. Managers can easily add and edit financial strategies, structural products, bonds and other investment instruments. Clients get access to flexible and high-quality investment products tailored to their needs and preferences.
Selected UX/User Interface improvements
Design System
An extensive design system was made for the web, mobile application and website. All components and their states have been carefully worked out and integrated into Angular-based development.
Selected UX/User Interface improvements
