# Making financial planning more delightful

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/d0fd0d50-9691-42e1-a378-93bbed6d5cef.png align="center")

We partnered with investment services company to develop a platform that simplifies investment for its users. The challenge was to present the platform’s intelligence in a clear, user-friendly manner, which we achieved through intuitive design and an offbeat, robust visual identity.

### Activities

*   User Experience
    
*   User Interviews
    
*   Task Flow Optimization
    
*   Wireframing
    
*   Visual Design
    

## The Engagement

### Summary of our main achievements

The collaboration included designing core flows within the application supported by a modern visual experience. Additionally, we worked on the onboarding flow, dashboard, investment and transaction screens.

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/998b8395-50d7-4d9a-94ee-3adac3c24e36.png align="center")

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/86412cc0-4165-4a66-a6c2-a40b4e1e2bb6.png align="center")

## An elevated Fintech Experience

### Visual Language

The visual language was designed through a blend of a signature logotype, bold typography, and illustrative language. Brand elements were refined across the app to strengthen the cohesive brand experience.

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/e7b52432-da0d-40fe-bb21-83c0d0f94d6c.png align="center")

## Custom Illustrations and pictograms

We created a multi-tiered system, featuring pictograms, icons, and full-size illustrations. We created an extensive, multi-tiered system of pictograms, icons, and full-size illustrations to provide visual cues to users, strengthening the overall usability and UX of the product

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/05d54b07-f3a6-44f2-ba31-16f45784daa3.png align="center")

## Comprehensive design system

Our comprehensive design system considered guidelines for typography, color usage, and illustration. The aim was to establish a scalable system to aid in gradually updating various portions of the app, and enables future product iterations.

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/6eafc5b6-7155-4878-88c0-f6889a7645db.png align="center")

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/e922ea47-8fcd-4b0b-b11e-800a37f824e6.png align="center")

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/fd2ca70b-7ed2-4955-aa6c-3ef195bde4e2.png align="center")

![](https://cdn.hashnode.com/uploads/covers/67e244ecf1db2c4e3128bee3/0b4a8560-8748-4a22-9e88-4782a182d300.png align="center")

Source: [https://www.copods.co/case-studies/fintech-platform/](https://www.copods.co/case-studies/fintech-platform/)