A highly customizable tool for investors of all levels of financial literacy to build and manage their investment strategies with confidence
Client
Merlin Investor
Industry
Fintech
Year
2022
Methodology
Agile
Role
Lead product designer
Team
Project manager Design director Lead product designer Logo designer Full-stack developers Back-end developers Front-end delevopers
Activities
Market research Product strategy Brand strategy Branding Illustrations system UX design UI design
Deliverables
App mobile Web app Brand guidelines Design system Merchandising
A highly customizable tool for investors of all levels of financial literacy to build and manage their investment strategies with confidence
Client
Merlin Investor
Industry
Fintech
Year
2022
Methodology
Agile
Role
Lead product designer
Team
Project manager Design director Lead product designer Logo designer Full-stack developers Back-end developers Front-end delevopers
Activities
Market research Product strategy Brand strategy Branding Illustrations system UX design UI design
Deliverables
App mobile Web app Brand guidelines Design system Merchandising
A highly customizable tool for investors of all levels of financial literacy to build and manage their investment strategies with confidence
Client
Merlin Investor
Industry
Fintech
Year
2022
Methodology
Agile
Role
Lead product designer
Team
Project manager Design director Lead product designer Logo designer Full-stack developers Back-end developers Front-end delevopers
Activities
Market research Product strategy Brand strategy Branding Illustrations system UX design UI design
Deliverables
App mobile Web app Brand guidelines Design system Merchandising
Challenge
Gen Z's enthusiasm for digital finance is reshaping the financial landscape, yet their limited knowledge presents a challenge. Merlin Investor aims to bridge this gap by providing an intuitive platform for investors of all levels of literacy to build and manage investment stretegies with confidence.
Challenge
Gen Z's enthusiasm for digital finance is reshaping the financial landscape, yet their limited knowledge presents a challenge. Merlin Investor aims to bridge this gap by providing an intuitive platform for investors of all levels of literacy to build and manage investment stretegies with confidence.
Challenge
Gen Z's enthusiasm for digital finance is reshaping the financial landscape, yet their limited knowledge presents a challenge. Merlin Investor aims to bridge this gap by providing an intuitive platform for investors of all levels of literacy to build and manage investment stretegies with confidence.
Role and process
I guided Merlin's design process end-to-end, starting from the founders' initial idea and transforming it into a validated product and brand: - Co-design workshops: facilitated sessions with the founders to shape the vision - Market validation: conducted market research and online surveys to identify user needs and confirm real user interest - Personas and journeys: mapped user profiles and behaviors to design customer journeys - Flows and architecture: defined the overall structure of the app and dashboard - Wireframes and prototypes: created and iterated on wireframes to refine usability - UI and design system: delivered a scalable visual language across mobile and desktop - Brand strategy and visual identity: developed the brand positioning and identity system
Role and process
I guided Merlin's design process end-to-end, starting from the founders' initial idea and transforming it into a validated product and brand: - Co-design workshops: facilitated sessions with the founders to shape the vision - Market validation: conducted market research and online surveys to identify user needs and confirm real user interest - Personas and journeys: mapped user profiles and behaviors to design customer journeys - Flows and architecture: defined the overall structure of the app and dashboard - Wireframes and prototypes: created and iterated on wireframes to refine usability - UI and design system: delivered a scalable visual language across mobile and desktop - Brand strategy and visual identity: developed the brand positioning and identity system
Role and process
I guided Merlin's design process end-to-end, starting from the founders' initial idea and transforming it into a validated product and brand: - Co-design workshops: facilitated sessions with the founders to shape the vision - Market validation: conducted market research and online surveys to identify user needs and confirm real user interest - Personas and journeys: mapped user profiles and behaviors to design customer journeys - Flows and architecture: defined the overall structure of the app and dashboard - Wireframes and prototypes: created and iterated on wireframes to refine usability - UI and design system: delivered a scalable visual language across mobile and desktop - Brand strategy and visual identity: developed the brand positioning and identity system
Outcome
To help and encourage younger users to plan their investment strategy, Merlin app and dashboard provide highly customizable digital workspaces combined with real-time analysis from over 20 external data sources, including stock market data, ETFs, bonds, crypto exchanges and platforms like X and YouTube, ensuring users have access to a powerful suite of tools to discover, plan, track and adapt their investment strategies through continuous comparison, inspiration and education.
40+
widgets
10
type of assets
20+
sources of data
Outcome
To help and encourage younger users to plan their investment strategy, Merlin app and dashboard provide highly customizable digital workspaces combined with real-time analysis from over 20 external data sources, including stock market data, ETFs, bonds, crypto exchanges and platforms like X and YouTube, ensuring users have access to a powerful suite of tools to discover, plan, track and adapt their investment strategies through continuous comparison, inspiration and education.
40+
widgets
10
type of assets
20+
sources of data
Outcome
To help and encourage younger users to plan their investment strategy, Merlin app and dashboard provide highly customizable digital workspaces combined with real-time analysis from over 20 external data sources, including stock market data, ETFs, bonds, crypto exchanges and platforms like X and YouTube, ensuring users have access to a powerful suite of tools to discover, plan, track and adapt their investment strategies through continuous comparison, inspiration and education.
40+
widgets
10
type of assets
20+
sources of data
Customization
Customization is a core element of both the app and dashboard. In Merlin users can access a store with over 40 widgets of varying complexity, enabling investors of all experience levels to build a customized workspace. This flexibility goes even further, allowing users to move, resize, add and remove widgets within their workspace while also tailoring each widget to match their specific investment preferences.
Customization
Customization is a core element of both the app and dashboard. In Merlin users can access a store with over 40 widgets of varying complexity, enabling investors of all experience levels to build a customized workspace. This flexibility goes even further, allowing users to move, resize, add and remove widgets within their workspace while also tailoring each widget to match their specific investment preferences.
Customization
Customization is a core element of both the app and dashboard. In Merlin users can access a store with over 40 widgets of varying complexity, enabling investors of all experience levels to build a customized workspace. This flexibility goes even further, allowing users to move, resize, add and remove widgets within their workspace while also tailoring each widget to match their specific investment preferences.
Visual language
Merlin’s brand strategy is crafted to resonate with Gen Z users, introducing an identity system that embodies its mission to bring order to financial chaos. This vision materializes through a visual language where bold, unconventional illustrations echo the forms of financial charts and data representations, transforming complex market dynamics into an accessible and engaging narrative.
Visual language
Merlin’s brand strategy is crafted to resonate with Gen Z users, introducing an identity system that embodies its mission to bring order to financial chaos. This vision materializes through a visual language where bold, unconventional illustrations echo the forms of financial charts and data representations, transforming complex market dynamics into an accessible and engaging narrative.
Visual language
Merlin’s brand strategy is crafted to resonate with Gen Z users, introducing an identity system that embodies its mission to bring order to financial chaos. This vision materializes through a visual language where bold, unconventional illustrations echo the forms of financial charts and data representations, transforming complex market dynamics into an accessible and engaging narrative.
Merchandising
Merlin’s brand strategy extended into physical experiences with three curated subscription boxes, each tailored to a membership tier and filled with branded gadgets. This approach reinforced user engagement, turning subscriptions into a more immersive and rewarding experience.
Merchandising
Merlin’s brand strategy extended into physical experiences with three curated subscription boxes, each tailored to a membership tier and filled with branded gadgets. This approach reinforced user engagement, turning subscriptions into a more immersive and rewarding experience.
Merchandising
Merlin’s brand strategy extended into physical experiences with three curated subscription boxes, each tailored to a membership tier and filled with branded gadgets. This approach reinforced user engagement, turning subscriptions into a more immersive and rewarding experience.
Impact and numbers
Merlin quicky established itself as an innovative force in the fintech space. Recognized with 5 industry awards and strenghtened by 3 strategic partnerships with financial institutions, the platform proved that a bold design approach can bridge the gap between complexity and accessibility.
5
industry awards
3
key partnerships
87%
user's positive feedback
Impact and numbers
Merlin quicky established itself as an innovative force in the fintech space. Recognized with 5 industry awards and strenghtened by 3 strategic partnerships with financial institutions, the platform proved that a bold design approach can bridge the gap between complexity and accessibility.
5
industry awards
3
key partnerships
87%
user's positive feedback
Impact and numbers
Merlin quicky established itself as an innovative force in the fintech space. Recognized with 5 industry awards and strenghtened by 3 strategic partnerships with financial institutions, the platform proved that a bold design approach can bridge the gap between complexity and accessibility.
5
industry awards
3
key partnerships
87%
user's positive feedback
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