Portfolio in a Brokerage Account
B2B CRM platform for large and medium businesses. No-code and Low-code solutions for scaling.
Start new processes
- Use Ai for research, analysis, idea generation
Result: Reduced research time by +40%

- Design Review
- Building design system, documentation, develop
- Project and task documentation
- Usability testing prototypes
Start new processes
01 AI for Research, Analysis & Idea Generation
Problem:
Research and ideation in the investment product took too long (3–5 days), and insights depended heavily on individual designer experience.

Action:
Introduced Deepseek and ChatGPT into the product design workflow
Created structured prompts for:

* competitor analysis (trading apps, брокеры, fintech)
* user behavior insights (investor psychology, decision-making)
* UX writing for complex financial flows (buy/sell, top-up, onboarding)
* Trained the team on using AI for faster hypothesis generation

**Result:**

* Reduced research time by ~40%
* Increased number of validated hypotheses per sprint
* Improved clarity of financial UX content

**Proof:**
AI outputs → hypotheses → implemented features in stock trading flow
02 Design Review Process
Problem:Inconsistent UX across key investment flows (buying stocks, portfolio, top-up), leading to usability issues and increased iteration cycles.

**Action:**

* Established регулярные design reviews for all product features
* Created a structured checklist:

* UX clarity (especially for financial decisions)
* UI consistency across trading flows
* accessibility & readability of financial data
* Introduced async feedback process in Figma

*Result: Reduced design inconsistencies across the product
* Fewer revisions after development handoff
* Improved usability of critical flows (buy / sell / deposit)

**Proof:**
Before/after screens of trading and portfolio flows

---

## 🎨 Design System for Investment Platform

Problem: No unified design system → inconsistent UI, slower development, and confusion in complex financial interfaces.

Action: Built a scalable design system for mobile and web investment platform:

* components (charts, cards, stock lists, order panels)
* design tokens (colors, typography for financial data)
* documentation for designers and developers
* Aligned design system with development

**Result:**

* Faster delivery of new features (portfolio, stock details, trading flows)
* Reduced UI bugs
* Consistent experience across the product

**Proof:**
Design system components + usage in trading screens

---

## 📄 Project & Task Documentation

Problem:
Lack of clarity in product decisions — especially in complex investment features — caused delays and misalignment between design, product, and engineering.

**Action:**

* Introduced structured documentation for all features:

* problem statement (e.g. drop-off in stock purchase flow)
* hypotheses (e.g. add “Top Up” inside buy flow)
* success metrics (Conversion Rate, drop-off rate)
* Connected documentation with Jira / Notion

**Result:**

* Faster team alignment
* Reduced back-and-forth with developers
* Clear product thinking behind each feature

**Proof:**
Example: stock buying flow improvement documentation

---

## 🧪 Usability Testing for Investment Flows

**Problem:**
Key user flows (buying stocks, adding funds) were designed without real user validation, increasing risk of drop-offs.

**Action:**

* Introduced usability testing for investment scenarios:

* buying stocks
* topping up balance
* navigating portfolio
* Built test scenarios and interactive prototypes in Figma
* Conducted sessions and documented insights

**Result:**

* Identified critical usability issues in trading flow
* Improved Purchase Conversion Rate (CR)
* Reduced drop-off during stock buying process

**Proof:**
User testing insights → design iterations → improved flow

---

# 🔥 Optional Section Title Ideas

* **Design Leadership in Fintech Product**
* **Scaling Design Processes in Investment Platform**
* **Improving Trading Experience Through Design Operations
Discovery & Delivery processes
- Use
Metrics and research
- Use Ai for
- Design Review
- Building design system, documentation, develop
- Describing project passport
- Usability testing prototypes