Accessibility
UX/UI
ResearchInvestment funds
C6 Bank
When this project began, C6 Bank had no active users, historical data, or behavioral insights.
Our challenge was to design the first version of Investment Funds while balancing a short deadline, technical constraints, and very different investor profiles: from experienced to first-time investors, conservative to high-risk users, and people with varying levels of financial knowledge.
This made the project especially broad and complex.
🎯 The Problem
We needed to create an investment experience that was simple for beginners, robust for experienced investors, and feasible within the MVP timeline and technical limitations.
The main challenges were balancing complex financial terminology, simplifying fund comparisons, working without advanced visualizations, and delivering the product quickly.
🔍 Market & Benchmark Research
Since we had no internal data, we conducted a market analysis of investment platforms that catered to diverse investor profiles.
We also explored e-commerce flows as references, because, in many ways, buying an investment share functions like purchasing a product.
This helped us identify:
- Common behaviors
- Points of friction across platforms
- Differentiators for our MVP
- Opportunities to simplify the user journey
💡 Defining the MVP
We created an Wireflow document outlining:
- What must be included
- What could be excluded
- What posed risk
- What had high potential to delight
- Technical feasibility
- Dependencies and limitations
From there, I sketched multiple structural explorations and iterated with stakeholders until we aligned on a direction.
✏️ Design Process
Design Critiques & Reviews
We conducted structured critiques with designers and researchers to refine flows, interactions, and hierarchy.
UX Writing
A UX writer helped refine technical terms so they remained:
- Accurate for experienced investors
- Understandable for beginners
This was key given the dual-profile challenge.
✒️ Usability Testing
Since the product contained several flows, we structured the usability tests into four sessions, each with a specific focus:
- Application Flow
Can users invest easily and transparently? - Redemption Flow
Can they redeem investments clearly and safely? - Tracking & Monitoring
Can they monitor fund performance effortlessly? - Transaction History
Can they understand settlement times and movements?
Recruitment Criteria
- High-income participants (aligned with the bank’s early target audience)
- Both genders
- Investors and non-investors
- Excluded participants working in media or sensitive sectors (security reasons)
Hypothesis Building & Prioritization
- We mapped hypotheses before testing
- Discovered new hypotheses during sessions
- Created a backlog with priority levels based on criticality and feasibility
This allowed us to refine only what fit into the MVP timeline.
Key Findings
- Several elements were not as clear as expected for users
- Accessibility issues were validated
- Designing for two opposite user types within one experience created unavoidable friction
- Longer screens (initially considered a risk) often helped users feel more secure and guided
Outcome
Although the MVP had strong constraints, the team gained crucial learnings that influenced the next generation of C6 Bank investment products.
Our research insights helped the company:
- Redefine the approach for future investment features
- Establish a much stronger initial research culture
- Improve design processes and discovery practices
- Build a more scalable foundation for the Investment Funds platform
