Scaling DailyInvestments to a 79 NPS
Redesigned a fintech core trading platform to bridge the gap between novice and expert traders, turning complexity into confidence.
Role: Lead Product Designer·Team: 1 PM, 2 FE, 2 BE, 1 QA·Tools: Figma, TradingView, Hotjar
The PM owned scope and priority. What the user saw, in which component and in what order, was mine. Several of those components did not exist yet, so I designed them into the system as I went.
Outcome
Impact
Within three months of launch, the platform's NPS jumped from 41 to 79 and trade volume grew 40%. The error and time-to-task figures come from internal BI and from the survey at the end of each flow; the drop in support tickets about problems during a purchase is what tied them together. The progressive disclosure pattern became a design standard adopted across other PPI products.
Context
Brief
Daily Investments is the core trading module of PPI's platform. The product had grown organically, exposing friction without resolving information architecture. New users felt overwhelmed, experienced traders wanted speed. We needed to serve both without splitting the product.
Research
Affinity mapping
We ran 12 user interviews across two segments, new investors and experienced traders, and clustered insights into five themes. The friction wasn't one thing; it was the accumulated weight of many small confusions.
Key Insights
Understanding the friction
Two user segments, one shared frustration: the platform asked users to know what they wanted before they understood what was available.
of new users abandoned onboarding before reaching their first trade
more clicks required to place a trade compared to market competition
NPS before redesign. A clear signal that users were struggling
Design
The solution
A progressive interface that adapts to expertise, surfacing just enough data for beginners while keeping depth accessible for power users.
Trade flow
From selection to confirmation in 3 clear steps
1. Select instrument
2. Set amount & price
3. Review & confirm
Design System
Building inputs before variables existed
In 2022, designing the input system for PPI's trading platform meant working without Figma variables. They wouldn't ship until mid-2023. Every state was a separate component. Every combination multiplied. The result: a 200+ component matrix covering currency formatting, validation states, dropdowns, and prefix/suffix combinations across desktop and mobile.
Input matrix · partial view
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