Cotify: Reducing Investment Analysis Time by 20%
Redesigned stock discovery to simplify complex financial data for retail investors.
Role: Lead Product Designer·Team: 1 PM, 3 Devs·Tools: Figma, Miro, Hotjar
Context
Brief
Cotify is a quoting feature for retail investors on PPI's platform. The goal: empower clients with low financial literacy to generate and understand investment quotes independently — driving greater autonomy, trust, and volume of operations.
- Discovery with business and customer support teams
- UX flow definition and friction-point mapping
- Interactive wireframes and rapid testing
- UI design and system consistency across PPI
- Developer handoff and support during implementation
Research
Who we designed for
Two investor archetypes with a common pain point: Analysis Paralysis — users want to see the trend immediately, not just raw numbers.
Design
The solution
A modular, distraction-free interface that surfaces relevant financial data progressively — from sector overview down to individual stock performance.
Outcome
Impact
Post-launch testing indicated a 20% reduction in time-to-task for finding specific stock information compared to competitor benchmarks. I launched a survey through Hotjar — users rated the changes from 1 to 10 and the results were overwhelmingly positive.
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