Project Plan
Task
Build a trading app design from scratch
Team
Design Director, Business Analyst, UX
Researcher, 2 UX/UI Designer, Stakeholder
Duration
22 weeks
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.
Deliverables
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.






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.

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.

Information Architecture

User persona


Age:34
Status:Single
Location:Bristol
Biography
has been trading for 3 years. His income has been growing steadily.
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
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
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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.

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.

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.

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.

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