Case study

Transactions

Transforming a complex transaction process into simple steps catered to users of all financial skill levels.

The challenges

Support multiple markets currencies

Automate pre-planned trades

Handle tax considerations

Adapt to different user expertise levels

We focused on breaking the transaction flow into small, manageable steps to avoid overwhelming users.
We worked closely with the technical team to negotiate feasible changes within the constraints of existing hard-coded solutions.
We prototyped, tested, and iterated our designs before handing them over for development.

The result was a streamlined process that guided users smoothly through all required actions.

In the Select Quantity step, users are presented with options tailored to their scheme composition and any applicable restrictions.
The sell preferences process was broken into guided steps, simplifying complexity and helping users make confident, informed choices.