Investing apps for 10+ global banks
End-to-end UX/UI for three flagship investing products, Self Investor, Robo Advisor and StoryTeller, used by 10+ global banks and millions of their customers.
- Client
- InvestSuite
- Role
- Chief Design Officer
- Years
- 2019–2025
- banks
- 10+
- RoleChief Design Officer (2022–2025), Lead Design (2019–2022)
- ProductsSelf Investor, Robo Advisor, StoryTeller
- TeamMentored a 3-person design team
The problem
Investing is complicated, and banks are cautious. InvestSuite builds white-label investing software that banks put in front of millions of customers, so every flow had to be both simple and bullet-proof.
10+
global banks using the products
3
flagship products designed end to end
400+
components in the design system
What I did
First as Lead Design, then as Chief Design Officer, I owned the end-to-end UX/UI of three flagship products and partnered daily with engineering to turn algorithms into intuitive flows.
- Self Investor: self-execution trading
- Robo Advisor: automated investing
- StoryTeller: hyper-personalised portfolio reporting
- Founded and led the Imagineering unit to prototype frontier concepts
- Mentored a 3-person design team
Self InvestorSelf-execution trading
Robo AdvisorOnboarding & risk profile
StoryTellerHyper-personalised reporting
Outcome
Three products in production at 10+ global banks, used by millions, and a design organisation with its own Imagineering practice.