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Fintech
Investment Management
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Read more
+300K
Target users exposed
Over 29%
New investor activation
3 month
Integration timeline
Project Overview
Background
Banco Familiar, a leading financial institution, sought to enrich its core digital banking experience by providing customers with seamless access to sophisticated investment opportunities. The existing setup required customers to manage their primary banking and investment portfolios (run by Familiar Casa de Bolsa) across separate, disconnected platforms. This fragmentation created significant user friction, hindered cross-selling opportunities, and prevented customers from easily tracking their total financial health in one place.
Challenge
Design and integrate a comprehensive Investment Management module directly within the Banco Familiar mobile app. This module needed to securely display real-time investment data (capital and revenue) for both Guaraníes (₲) and Dollars (USD), enable effortless fund transfers for new investments, and support user-initiated redemptions (withdrawals and earnings) while meeting the distinct operational, legal, and security expectations of both the Bank and the Brokerage (Casa de Bolsa).
Objectives
Unified Financial View: Provide customers with a single, clear dashboard view of their total wealth, displaying both primary bank balances and detailed investment portfolio performance in real-time, multi-currency format (₲ and USD).
Drive Investment Activation: Design an intuitive, low-friction user flow for customers to add new funds to their existing investments and visualize potential earnings (fixed time or monthly percentages).
Enable Seamless Liquidity: Create a simple, secure process for users to request redemptions (withdrawals of capital and accumulated earnings) directly from the app, closing the loop between banking and brokerage services.
Harmonize Expectations & Compliance: Successfully meet the technical, security, and reporting requirements of both Banco Familiar and Familiar Casa de Bolsa through close cross-functional collaboration.
Team
1 Product Owner
1 UX/UI Designers
4 Backend Developers
2 Mobile Developers
2 QA Analysis
My role
Sr. UX/UI Designer
End-to-end UX/UI design
User-testing
Timeline
3 months
Fintech
About the bank
Banco Familiar S.A.E.C.A. is a key player in Paraguay's financial development, evolving from its founding in 1967 as Crédito Familiar to a full-service bank in 2009.
The bank's mission is to be the preferred bank for individuals and SMEs by offering comprehensive financial solutions (savings, credit, and services) that build long-term relationships of trust and drive mutual growth. It focuses on efficiency, honesty, and transparency to support personal and business projects across the country.
Context
Starting point
Disconnected Financial Ecosystem
Banking and investments were siloed across separate apps. Users lacked a unified view of their wealth, which resulted in a poor mental model and frequent confusion.
High Friction in Fund Allocation
Investment transactions were manual and cumbersome. Requiring inter-platform steps or call center help, this friction severely inhibited new investment activation and repeat funding.
Investment Visibility & Clarity Gap
No real-time multi-currency dashboard. Lacking immediate performance visibility in both ₲ and USD made the investment product opaque and undermined user trust.
Existing screens
Initial premise
Objective
User’s perspective
Ease the understanding of the product & deliver delight
Business
To drive higher user engagement and transactions
Tech
Seamlessly incorporate complex animations
Process
Our strategy for digitally integrating the banking and brokerage platforms was defined by close collaboration and a commitment to delivering a transparent, low-friction financial experience.
Deep Discovery & Problem Validation
The process began with a deep discovery phase combining internal data analysis and stakeholder workshops with both Banco Familiar and Familiar Casa de Bolsa. Our primary goal was to quantify the friction points caused by the financial ecosystem's fragmented nature.
This initial work validated the key issues: the massive barrier to investment created by the two systems being siloed across separate apps, the difficulty users faced in allocating and redeeming funds due to complex, manual inter-platform transfers, and the total lack of a real-time, multi-currency dashboard to accurately track performance in both Guaraníes (₲) and Dollars (USD).
Cross-Functional Design & Iteration
To ensure seamless integration and to successfully meet the distinct security, legal, and operational expectations of both the Bank and the Brokerage, we immediately initiated rapid design and iteration cycles. This required working very closely with cross-functional teams from both institutions:
- Joint Design Sprints: We held workshops with Engineering, Compliance, and Business teams from both entities to quickly validate every step of the investment flow (from adding funds to redemption), ensuring technical feasibility and strict adherence to joint regulatory requirements.
- Rapid Prototyping: Solutions were designed and tested iteratively, focusing on creating one unified, intuitive flow for managing investments, thereby eliminating the complex, manual steps previously required.
User-Driven Strategy & Multi-Currency Focus
Crucially, user journey mapping focused on the need for absolute clarity and trust in investment reporting. This highlighted the need to simplify complex brokerage concepts and prioritize immediate visibility.
Based on this insight, a key outcome of the process was the strategic visualization design that prioritized real-time, multi-currency display (₲ and USD) of both capital and revenue. This transparent dashboard was key to building user confidence, making the investment product feel clear, approachable, and integrated into their total financial life.
Product features
Deliverables
Investment
Feature
Dashboard update
Feature
Add new funds
Feature
Retreve funds
Thanks for reading
Want to learn more?
Book a review
Back
Fintech
Investment Management
Book a review
Read more
+300K
Target users exposed
Over 29%
New investor activation
3 month
Integration timeline
Project Overview
Background
Banco Familiar, a leading financial institution, sought to enrich its core digital banking experience by providing customers with seamless access to sophisticated investment opportunities. The existing setup required customers to manage their primary banking and investment portfolios (run by Familiar Casa de Bolsa) across separate, disconnected platforms. This fragmentation created significant user friction, hindered cross-selling opportunities, and prevented customers from easily tracking their total financial health in one place.
Challenge
Design and integrate a comprehensive Investment Management module directly within the Banco Familiar mobile app. This module needed to securely display real-time investment data (capital and revenue) for both Guaraníes (₲) and Dollars (USD), enable effortless fund transfers for new investments, and support user-initiated redemptions (withdrawals and earnings) while meeting the distinct operational, legal, and security expectations of both the Bank and the Brokerage (Casa de Bolsa).
Objectives
Unified Financial View: Provide customers with a single, clear dashboard view of their total wealth, displaying both primary bank balances and detailed investment portfolio performance in real-time, multi-currency format (₲ and USD).
Drive Investment Activation: Design an intuitive, low-friction user flow for customers to add new funds to their existing investments and visualize potential earnings (fixed time or monthly percentages).
Enable Seamless Liquidity: Create a simple, secure process for users to request redemptions (withdrawals of capital and accumulated earnings) directly from the app, closing the loop between banking and brokerage services.
Harmonize Expectations & Compliance: Successfully meet the technical, security, and reporting requirements of both Banco Familiar and Familiar Casa de Bolsa through close cross-functional collaboration.
Team
1 Product Owner
1 UX/UI Designers
4 Backend Developers
2 Mobile Developers
2 QA Analysis
My role
Sr. UX/UI Designer
End-to-end UX/UI design
User-testing
Timeline
3 months
Fintech
About the bank
Banco Familiar S.A.E.C.A. is a key player in Paraguay's financial development, evolving from its founding in 1967 as Crédito Familiar to a full-service bank in 2009.
The bank's mission is to be the preferred bank for individuals and SMEs by offering comprehensive financial solutions (savings, credit, and services) that build long-term relationships of trust and drive mutual growth. It focuses on efficiency, honesty, and transparency to support personal and business projects across the country.
Context
Starting point
Disconnected Financial Ecosystem
Banking and investments were siloed across separate apps. Users lacked a unified view of their wealth, which resulted in a poor mental model and frequent confusion.
High Friction in Fund Allocation
Investment transactions were manual and cumbersome. Requiring inter-platform steps or call center help, this friction severely inhibited new investment activation and repeat funding.
Investment Visibility & Clarity Gap
No real-time multi-currency dashboard. Lacking immediate performance visibility in both ₲ and USD made the investment product opaque and undermined user trust.
Existing screens
Initial premise
Objective
User’s perspective
Ease the understanding of the product & deliver delight
Business
To drive higher user engagement and transactions
Tech
Seamlessly incorporate complex animations
Process
Our strategy for digitally integrating the banking and brokerage platforms was defined by close collaboration and a commitment to delivering a transparent, low-friction financial experience.
Deep Discovery & Problem Validation
The process began with a deep discovery phase combining internal data analysis and stakeholder workshops with both Banco Familiar and Familiar Casa de Bolsa. Our primary goal was to quantify the friction points caused by the financial ecosystem's fragmented nature.
This initial work validated the key issues: the massive barrier to investment created by the two systems being siloed across separate apps, the difficulty users faced in allocating and redeeming funds due to complex, manual inter-platform transfers, and the total lack of a real-time, multi-currency dashboard to accurately track performance in both Guaraníes (₲) and Dollars (USD).
Cross-Functional Design & Iteration
To ensure seamless integration and to successfully meet the distinct security, legal, and operational expectations of both the Bank and the Brokerage, we immediately initiated rapid design and iteration cycles. This required working very closely with cross-functional teams from both institutions:
- Joint Design Sprints: We held workshops with Engineering, Compliance, and Business teams from both entities to quickly validate every step of the investment flow (from adding funds to redemption), ensuring technical feasibility and strict adherence to joint regulatory requirements.
- Rapid Prototyping: Solutions were designed and tested iteratively, focusing on creating one unified, intuitive flow for managing investments, thereby eliminating the complex, manual steps previously required.
User-Driven Strategy & Multi-Currency Focus
Crucially, user journey mapping focused on the need for absolute clarity and trust in investment reporting. This highlighted the need to simplify complex brokerage concepts and prioritize immediate visibility.
Based on this insight, a key outcome of the process was the strategic visualization design that prioritized real-time, multi-currency display (₲ and USD) of both capital and revenue. This transparent dashboard was key to building user confidence, making the investment product feel clear, approachable, and integrated into their total financial life.
Product features
Deliverables
Investment
Feature
Dashboard update
Feature
Add new funds
Feature
Retreve funds
Thanks for reading
Want to learn more?
Book a review
Back
Fintech
Investment Management
Book a review
Read more
+200K
Target users exposed
Over 29%
New investor activation
3 month
Integration timeline
Project Overview
Background
Banco Familiar, a leading financial institution, sought to enrich its core digital banking experience by providing customers with seamless access to sophisticated investment opportunities. The existing setup required customers to manage their primary banking and investment portfolios (run by Familiar Casa de Bolsa) across separate, disconnected platforms. This fragmentation created significant user friction, hindered cross-selling opportunities, and prevented customers from easily tracking their total financial health in one place.
Challenge
Design and integrate a comprehensive Investment Management module directly within the Banco Familiar mobile app. This module needed to securely display real-time investment data (capital and revenue) for both Guaraníes (₲) and Dollars (USD), enable effortless fund transfers for new investments, and support user-initiated redemptions (withdrawals and earnings) while meeting the distinct operational, legal, and security expectations of both the Bank and the Brokerage (Casa de Bolsa).
Objectives
Unified Financial View: Provide customers with a single, clear dashboard view of their total wealth, displaying both primary bank balances and detailed investment portfolio performance in real-time, multi-currency format (₲ and USD).
Drive Investment Activation: Design an intuitive, low-friction user flow for customers to add new funds to their existing investments and visualize potential earnings (fixed time or monthly percentages).
Enable Seamless Liquidity: Create a simple, secure process for users to request redemptions (withdrawals of capital and accumulated earnings) directly from the app, closing the loop between banking and brokerage services.
Harmonize Expectations & Compliance: Successfully meet the technical, security, and reporting requirements of both Banco Familiar and Familiar Casa de Bolsa through close cross-functional collaboration.
Team
1 Product Owner
1 UX/UI Designers
4 Backend Developers
2 Mobile Developers
2 QA Analysis
My role
Sr. UX/UI Designer
End-to-end UX/UI design
User-testing
Timeline
3 months
Fintech
About the bank
Banco Familiar S.A.E.C.A. is a key player in Paraguay's financial development, evolving from its founding in 1967 as Crédito Familiar to a full-service bank in 2009.
The bank's mission is to be the preferred bank for individuals and SMEs by offering comprehensive financial solutions (savings, credit, and services) that build long-term relationships of trust and drive mutual growth. It focuses on efficiency, honesty, and transparency to support personal and business projects across the country.
Context
Starting point
Disconnected Financial Ecosystem
Banking and investments were siloed across separate apps. Users lacked a unified view of their wealth, which resulted in a poor mental model and frequent confusion.
High Friction in Fund Allocation
Investment transactions were manual and cumbersome. Requiring inter-platform steps or call center help, this friction severely inhibited new investment activation and repeat funding.
Investment Visibility & Clarity Gap
No real-time multi-currency dashboard. Lacking immediate performance visibility in both ₲ and USD made the investment product opaque and undermined user trust.
Existing screens
Initial premise
Objective
User’s perspective
Ease the understanding of the product & deliver delight
Business
To drive higher user engagement and transactions
Tech
Seamlessly incorporate complex animations
Process
Our strategy for digitally integrating the banking and brokerage platforms was defined by close collaboration and a commitment to delivering a transparent, low-friction financial experience.
Deep Discovery & Problem Validation
The process began with a deep discovery phase combining internal data analysis and stakeholder workshops with both Banco Familiar and Familiar Casa de Bolsa. Our primary goal was to quantify the friction points caused by the financial ecosystem's fragmented nature.
This initial work validated the key issues: the massive barrier to investment created by the two systems being siloed across separate apps, the difficulty users faced in allocating and redeeming funds due to complex, manual inter-platform transfers, and the total lack of a real-time, multi-currency dashboard to accurately track performance in both Guaraníes (₲) and Dollars (USD).
Cross-Functional Design & Iteration
To ensure seamless integration and to successfully meet the distinct security, legal, and operational expectations of both the Bank and the Brokerage, we immediately initiated rapid design and iteration cycles. This required working very closely with cross-functional teams from both institutions:
- Joint Design Sprints: We held workshops with Engineering, Compliance, and Business teams from both entities to quickly validate every step of the investment flow (from adding funds to redemption), ensuring technical feasibility and strict adherence to joint regulatory requirements.
- Rapid Prototyping: Solutions were designed and tested iteratively, focusing on creating one unified, intuitive flow for managing investments, thereby eliminating the complex, manual steps previously required.
User-Driven Strategy & Multi-Currency Focus
Crucially, user journey mapping focused on the need for absolute clarity and trust in investment reporting. This highlighted the need to simplify complex brokerage concepts and prioritize immediate visibility.
Based on this insight, a key outcome of the process was the strategic visualization design that prioritized real-time, multi-currency display (₲ and USD) of both capital and revenue. This transparent dashboard was key to building user confidence, making the investment product feel clear, approachable, and integrated into their total financial life.
Product features
Deliverables
Investment
Feature
Dashboard update
Feature
Add new funds
Feature
Retrieve funds
Thanks for reading
Want to learn more?
Book a review