Project Plan

task icon

Task

Build a trading app design from scratch

Team icon

Team

Design Director, Business Analyst, UX
Researcher, 2 UX/UI Designer, Stakeholder

Duration icon

Duration

22 weeks

Scope icon

Scope

100+ final screens for web, 70+ screens for Mobile App, 50+ screens for CRM

Overview

The product is a secure online trading platform. It allows investors and traders to buy, sell, transfer, and store cryptocurrency and monitor accounts through financial intermediaries.

The client approached us with the need to build the trading app design from the ground up. Our goal was to deliver a sophisticated platform by creating familiar user experience elements and a forward-looking interface. The market expects the product to provide a modern interface that sets a new standard for crypto trading platforms. We answered this need by creating a clean, easy-to-use trading app design with familiar elements for investors and traders in the crypto community.

Results

We identified the primary user scenarios, determined key app functionality, created the information architecture and crafted an elegant and intuitive UI design.

Recognizing the problem that online banking apps are often complicated, we focused on making the product accessible and user-friendly.

Our designers ran multiple user tests to ensure the app was accessible to all target groups.

As a result, we’ve designed a banking web application verified with the target users and with all the deliverables ready for development.

General info
Trade
Full Graph
Loyalty program
Majors
Affiliate
General info
Trade
Full Graph
Loyalty program
Majors
Affiliate
General info
General info
Trade
Trade
Full Graph
Full Graph
Loyalty program
Loyalty program
Majors
Majors
Affiliate
Affiliate

Discovery Phase

An immense product requires an in-depth discovery. At the outset, our business analyst investigated the domain and defined a list of features and approaches that would cover the majority of our client’s needs.

The biggest challenge we faced was that trading platforms were similar in their core features. Our goal was to create a trading website design that would look familiar to users at first glance yet stand out in the market.

For that reason, we had to dig deeper into the list of features and reimagine a part of them. We wanted to find a way to simplify the interface without losing the structure that traders are accustomed to.

trading website design 4

Information Architecture

A properly designed information architecture results in seamless navigation. To create a new trading website design from scratch, we started with an information architecture that would make the site easy for users to navigate and make it simple for them to find what they wanted.

trading website design 5

Information Architecture

trading website design 7
Oskar Shein

User persona

Platform-i88 user persona
Platform-i88 user persona 1
Trader

Age:34

Status:Single

Location:Bristol

Competitive
Calculated
Trading
Traveling

Biography

Platform-i88 user persona 2 has been trading for 3 years. His income has been growing steadily. Platform-i88 user persona 2 dream is to reach a new level of earnings. He has tried many trading platforms, but would like to use one multifunctional platform. Rob wants to easily manage the functionality he needs.

Personality

Loyal
Frickle
Introvert
Extravert
Analytical
Creative

Goals

  • Get access global financial markets commission-free and hassle-free on one platform
  • Earn more money
  • Get high level of security

Motivation

  • Set goals and get bonuses
  • Increase trading volume

Needs

  • Keep track all trading markets in one place
  • Easily navigate through system
  • Manage finances in crypto

Frustration

  • Poor number of functions
  • Insufficient data security
  • Chances of missing important news from the world of trade
Platform-i88 user persona
Platform-i88 user persona 1
Trader

Age:34

Status:Single

Location:Bristol

Competitive
Calculated
Trading
Traveling

Biography

Platform-i88 user persona 2 has been trading for 3 years. His income has been growing steadily. Platform-i88 user persona 2 dream is to reach a new level of earnings. He has tried many trading platforms, but would like to use one multifunctional platform. Rob wants to easily manage the functionality he needs.

Personality

Loyal
Frickle
Introvert
Extravert
Analytical
Creative

Goals

  • Get access global financial markets commission-free and hassle-free on one platform
  • Earn more money
  • Get high level of security

Motivation

  • Set goals and get bonuses
  • Increase trading volume

Needs

  • Keep track all trading markets in one place
  • Easily navigate through system
  • Manage finances in crypto

Frustration

  • Poor number of functions
  • Insufficient data security
  • Chances of missing important news from the world of trade

User journey map

Entice Enter Engage Exit Entend
Touch Points
  • Word of mouth
  • Google
  • Social networks
  • Advertising
  • Email
  • Phone
  • Sign Up form
  • User Profile
  • Settings
  • Trades
  • Markets
  • Balance
  • Support
  • Chatbot
  • Email
  • Phone
  • Word of mouth
  • Social networks
  • Reviews sites
Research Sign Up Set up Achievements Share experience
User goals
  • Find the best solution that satisfied the needs
  • Sign up process easy
  • Get information about changes and news in the trading market
  • Get information about my trades
  • Get information about my balance and history of transactions
  • Control my investments in an easy way
  • Get notifications about updates
  • Get support
  • Get promo and reward
  • Share my impressions of the site
  • Gain benefits
User questions
  • How can I solve my problem?
  • Which trading platform is the best?
  • What are the features?
  • How can I register easy?
  • How can I protect personal information?
  • How can I monitor tools and currencies I am interested in?
  • How can I track my trades?
  • How can I control my balance?
  • How can I monitor my progress?
  • How can I find out about updates and new features?
  • How can I get support?
  • What are the benefits of being an site user?
  • How to get additional bonuses?
Solutions
  • SEO and PPC
  • Targeted ads
  • Reviews
  • Tips for registration
  • Info about protection personal information
  • Two-factor authentication
  • Dashboard with information about instruments and their changes, news etc
  • Advanced filter for theinstruments and the currencies
  • Easy trade management
  • Ability add instruments to favorites for quick access
  • Support chat 24/7
  • Push notifications
  • Surveys for suggestions for improving
  • Support 24/7
  • Affiliate program
  • Loyalty program
Entice Enter
Touch Points
  • Word of mouth
  • Google
  • Social networks
  • Advertising
  • Email
  • Phone
  • Sign Up form
Research Sign Up
User goals
  • Find the best solution that satisfied the needs
  • Sign up process easy
User questions
  • How can I solve my problem?
  • Which trading platform is the best?
  • What are the features?
  • How can I register easy?
  • How can I protect personal information?
Solutions
  • SEO and PPC
  • Targeted ads
  • Reviews
  • Tips for registration
  • Info about protection personal information
  • Two-factor authentication
Engage
Touch Points
  • User Profile
  • Settings
  • Trades
  • Markets
  • Balance
Set up
User goals
  • Get information about changes and news in the trading market
  • Get information about my trades
  • Get information about my balance and history of transactions
  • Control my investments in an easy way
User questions
  • How can I monitor tools and currencies I am interested in?
  • How can I track my trades?
  • How can I control my balance?
  • How can I monitor my progress?
Solutions
  • Dashboard with information about instruments and their changes, news etc
  • Advanced filter for theinstruments and the currencies
  • Easy trade management
  • Ability add instruments to favorites for quick access
  • Support chat 24/7
Exit Entend
Touch Points
  • Support
  • Chatbot
  • Email
  • Phone
  • Word of mouth
  • Social networks
  • Reviews sites
Achievements Share experience
User goals
  • Get notifications about updates
  • Get support
  • Get promo and reward
  • Share my impressions of the site
  • Gain benefits
User questions
  • How can I find out about updates and new features?
  • How can I get support?
  • What are the benefits of being an site user?
  • How to get additional bonuses?
Solutions
  • Push notifications
  • Surveys for suggestions for improving
  • Support 24/7
  • Affiliate program
  • Loyalty program

Extra protection of
personal data

Designing the security of a product must head the to-do list when building a trading website design. We paid substantial attention to how the system stores users’ data to assure high security.

trading website design 10

Designed to stand out

Our client brings cryptocurrency trading to a whole new level. Our approach to the design is identical. We built a meaningful and relevant users experience to match the expectations of the most demanding traders. It is also intuitive enough for newcomers to understand the trading website design right away and receive the maximum desired outcome requiring minimum effort.

trading website design 11

Essential features

We implemented numerous features that ensure a smooth experience. Users can filter the tools and the currencies they are most interested in, then add them to favorites for quick access. Easy navigation allows getting comfortable with the platform right away.

trading website design 12

Custom CRM challenge

Building the content management system was another fascinating yet complicated task. Creating an accessible UX for managing the lifecycle of the traders meant coming up with the solution from scratch.

trading website design 13

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