Project Plan

Task

Trading app design for web and mobile

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

We were approached by our client looking to create a sophisticated trading platform design for web and mobile applications that would set them apart from the competitors. The need for a modern-looking platform is immeasurable when it comes to advanced industries that allow investors to trade, buy, sell, and manage cryptocurrencies using the aid of financial third parties.

Our team delivered on the expectations and created a seamless user experience coupled with a visually striking user interface. The forward-looking design of the crypto trading platform is exactly what was needed to take our client’s business operations to the next level and attract a vast number of users to the platform.

Deliverables

  • Product Design
  • Mobile App Design
  • Web App Design
  • SaaS
  • CRM Design

Results

To promote the best possible results from the collaboration, we allocated our most experienced UI UX and product designers to the project. We were able to design a visually appealing interface going off the current market trends and demands that appeal to both seasoned and newly coming traders.

As for the user experience, our team made sure to create smooth navigation throughout the platform keeping in mind responsiveness on both mobile and desktop screens. Now, investors of all backgrounds can start their journey with Trading Platform powered by intuitive and user-friendly design.

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

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User persona

User persona of Trading Platform
Trading Platform blur
Trader

Age:34

Status:Single

Location:Bristol

Competitive
Calculated
Trading
Traveling

Biography

blur 1 has been trading for 3 years. His income has been growing steadily. Rob’s dream is to reach a new level of earnings. He has tried many trading platforms, but would like to use one multifunctional platform. blur 1 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 persona of Trading Platform
Trading Platform blur
Trader

Age:34

Status:Single

Location:Bristol

Competitive
Calculated
Trading
Traveling

Biography

blur 1 has been trading for 3 years. His income has been growing steadily. Rob’s dream is to reach a new level of earnings. He has tried many trading platforms, but would like to use one multifunctional platform. blur 1 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
  • Chatbot
  • Email
  • Phone
  • Word of mouth
  • Social networks
  • Reviews sites
ResearchSign UpInvestAchievementsShare 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
Invest

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

  • 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

Security is at the top of the priority list when it comes to designing a platform that revolves around the trade of cryptocurrencies. Which is why we put extra effort in detailing how the application stores the personal information of each investor and made sure it is safeguarded by the highest levels of protection.

Trading Platform Extra protection

Intuitive user experience

We wanted to be inclusive with how we design the user experience of a trading platform so that investors with any amount of expertise can begin trading right off the bat. Our designers conducted user research to come up with meaningful and relevant features that meet the expectations of advanced traders. At the same time, the user experience is simple enough for a beginner to understand the functionality and start trading.

Trading Platform bg 1

Essential features

impltech is no stranger to designing trending platforms so we were familiar with the value of designing essential features to their maximum potential when we took on the project. A few of the notable features that provide an enjoyable experience include navigation tools, as well as the ability to filter the tools and manage the cryptocurrencies by adding them to favorites.

Trading Platform Essential features
Trading Platform banner

Dougal Heckie
Dougal Heckie
Product Owner at i88 ©
impltech has managed to create an outstanding design for us while remaining within the deadlines and our established budget. They did a first-rate job taking care of every aspect of the production and we are thrilled to start our operations with the fresh look on our platform.

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