WEB APPLICATION

FX trading platform

B2B • Product Design • User Research • User Experience Design • Interface Design

Results

A user experience that's aligned with the customer's natural workflow and combined 3 platforms into one seamless and intuitive user experience design. Trusted by 53,000 clients with a 4.9-star average ratings

Challenge

Infinity International is a leading provider of foreign exchange services and international money transfers. The company had been expanding its offerings by acquiring businesses and integrating their services to better support its clients.

Infinity International sought external design support. However, the solution provided by the external team failed to meet the development team's requirements, making it difficult to build the platform as intended. I supported the team to develop a deliverable user experience design which was usability tested and thought through to support the implementation

Scope

UX Strategy
User Research
Usability Testing
Stakeholder Management
Interaction Design
Design System

Challenge: Supplied agency designs

This company founder came to me asking if I could help him. He had an agency deliver an entire platform design in a pdf which confused his development team. Unsure of how the designs were supposed to work, the delivering agency missed best practices, understanding of interaction design or how user flows would support the experience while providing little to no direction as to how this experience should work for end users.

User flows

While wireframing the platform requirements, I also began looking at the platform's user flows. Thinking about how and where can we simplify our approach and keep requirements simple for users and the build

It’s a creative process so my approach is that most of the time things are iterative. Between the founder and myself, we continued to review the user journeys I’d created with the goal to simplify, streamline & ultimately make it easier & more intuitive for end users

Wireframing journeys

While working through specific user journeys the wireframes began to develop. Working across each flow to start understanding how the experience would come together and support users to make the different trades they required

Annotation

The biggest challenge for this client was his development team not being able to understand the previous agency’s designs, so once we were confident with an approach I supplied heavily annotated wireframes to explain our approach with the user interface and experience design

Discoveries

During the wireframing and flow design development, there were a couple of questions that neither the founder nor I could confidently answer. This provided an opportunity to share and demonstrate the value of usability testing of the interface and experience design. It also delivered the answers to our questions about the importance and positioning of specific user interface requirements

Product brand & styling

In support of the current company branding, I took cues from the marketing website. Utilising the typographical stylings and colour palette, and used accent colours to efficiently bring to life the wireframes by dropping in colour to the platform component design

12 Column grid layout

I made the recommendation to follow a 12 column grid as part of the design and implementation process supporting product growth, development and user experience design

Component design

Supporting the development process and experience design I created a series of user interface components that once built would be consistently used across the platform

Payments: Add details

This screen allowed users to search through their beneficiaries and add the required details to setup a new payment

Payments: Select process

I used a very simple screen to support the discussion-making process of deciding how to make their payment. Either via spot trade, a forward of via funds on their account

Payments: Spot trade

The spot trade screen provided a simple view of their details and the ability to secure an exchange rate

Payments: Funds on account

The funds on account view provided sight of the user's current funds, the account currencies before and after confirming payment on their transactions

Payments: Forwards

Forwards trade screen allowing users to allocate specific fund requirements across their account and currencies

Payments: Home dashboard

A users home screen provided clear sight of their entire account. The funds on their account, the recent payments coming up, pending or requiring transactions and recent trades made with the selling and buying rates on those transactions completed