Making financial planning more delightful

We partnered with investment services company to develop a platform that simplifies investment for its users. The challenge was to present the platform’s intelligence in a clear, user-friendly manner, which we achieved through intuitive design and an offbeat, robust visual identity.

Activities

User Experience
User Interviews
Task Flow Optimization
Wireframing
Visual Design

The Engagement

Summary of our main achievements

The collaboration included designing core flows within the application supported by a modern visual experience. Additionally, we worked on the onboarding flow, dashboard, investment and transaction screens.

An elevated Fintech Experience

Visual Language

The visual language was designed through a blend of a signature logotype, bold typography, and illustrative language. Brand elements were refined across the app to strengthen the cohesive brand experience.

Custom Illustrations and pictograms

We created a multi-tiered system, featuring pictograms, icons, and full-size illustrations. We created an extensive, multi-tiered system of pictograms, icons, and full-size illustrations to provide visual cues to users, strengthening the overall usability and UX of the product

Comprehensive design system

Our comprehensive design system considered guidelines for typography, color usage, and illustration. The aim was to establish a scalable system to aid in gradually updating various portions of the app, and enables future product iterations

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Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Healthcare

Life Sciences

Cybersecurity

Banking and Finance

We have worked with financial institutions to make various aspects of investing and managing funds delightful and easy to understand.

E-commerce and Logistics

We have partnered with the top companies to deconstruct the convoluted order processing process while reducing the barrier of entry to users.

Networking and Data Storage

We’ve worked with the industry leaders to make Network management effortless and accessible to people of all abilities.

Artificial Intelligence

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

EdTech

With the advent of generative AI, we at Copods work with our clients across a range of domains to enable their products with AI which is capable, helpful, easy to understand and trustworthy.

Making financial planning more delightful

The Engagement

Summary of our main achievements

An elevated Fintech Experience

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Start

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Research

Design

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Marketing & Branding