See all case studies

Refining investment tools to boost conversions & user satisfaction

Enhancing the user experience of investment applications for a leading Polish financial institution by improving usability, efficiency, and engagement.

usability testing

UX research

quantitative analysis

Client:

Cooperation with:

Language:

See all case studies
Refining investment tools to boost conversions & user satisfaction

Enhancing the user experience of investment applications for a leading Polish financial institution by improving usability, efficiency, and engagement.

usability testing

UX research

quantitative analysis

Client:

Cooperation with:

Language:

See all case studies

Refining investment tools to boost conversions & user satisfaction

Enhancing the user experience of investment applications for a leading Polish financial institution by improving usability, efficiency, and engagement.

usability testing

UX research

quantitative analysis

Client:

Cooperation with:

Language:

See all case studies

Refining investment tools to boost conversions & user satisfaction

Enhancing the user experience of investment applications for a leading Polish financial institution by improving usability, efficiency, and engagement.

usability testing

UX research

quantitative analysis

Client:

Cooperation with:

Language:

Quantitative data analysis

Analyzed user behavior patterns, motivations, and pain points to drive data-backed decisions.

28 lab-based user interviews

Conducted moderated, in-depth sessions to uncover deep insights into user behavior.

Competitive benchmarking

Identified industry best practices and discovered innovative solutions for a competitive edge.

Quantitative data analysis

Analyzed user behavior patterns, motivations, and pain points to drive data-backed decisions.

28 lab-based user interviews

Conducted moderated, in-depth sessions to uncover deep insights into user behavior.

Competitive benchmarking

Identified industry best practices and discovered innovative solutions for a competitive edge.

Challenge

Investment banking applications must support users managing complex financial tasks such as portfolio management, market analysis, and executing trades. The challenge was to optimize both desktop and mobile experiences to enhance usability, efficiency, and overall customer satisfaction.

Users often struggled with navigating intricate features, interpreting financial data, and executing transactions seamlessly. The objective was to streamline workflows, improve data clarity, and design a more intuitive interface.

Business goals:

  • Enhance customer retention by delivering a more user-friendly and intuitive investment platform

  • Increase transaction efficiency to minimize errors and accelerate trading and portfolio management

  • Achieve competitive differentiation by elevating the digital experience in a crowded fintech market

  • Boost mobile engagement as more users shift toward mobile-based investment solutions

By addressing these goals, the project aimed to create a solution that was not only highly functional but also delivered a seamless and superior investment experience.

Challenge

Investment banking applications must support users managing complex financial tasks such as portfolio management, market analysis, and executing trades. The challenge was to optimize both desktop and mobile experiences to enhance usability, efficiency, and overall customer satisfaction.

Users often struggled with navigating intricate features, interpreting financial data, and executing transactions seamlessly. The objective was to streamline workflows, improve data clarity, and design a more intuitive interface.

Business goals:

  • Enhance customer retention by delivering a more user-friendly and intuitive investment platform

  • Increase transaction efficiency to minimize errors and accelerate trading and portfolio management

  • Achieve competitive differentiation by elevating the digital experience in a crowded fintech market

  • Boost mobile engagement as more users shift toward mobile-based investment solutions

By addressing these goals, the project aimed to create a solution that was not only highly functional but also delivered a seamless and superior investment experience.

Challenge

Investment banking applications must support users managing complex financial tasks such as portfolio management, market analysis, and executing trades. The challenge was to optimize both desktop and mobile experiences to enhance usability, efficiency, and overall customer satisfaction.

Users often struggled with navigating intricate features, interpreting financial data, and executing transactions seamlessly. The objective was to streamline workflows, improve data clarity, and design a more intuitive interface.

Business goals:

  • Enhance customer retention by delivering a more user-friendly and intuitive investment platform

  • Increase transaction efficiency to minimize errors and accelerate trading and portfolio management

  • Achieve competitive differentiation by elevating the digital experience in a crowded fintech market

  • Boost mobile engagement as more users shift toward mobile-based investment solutions

By addressing these goals, the project aimed to create a solution that was not only highly functional but also delivered a seamless and superior investment experience.

Challenge

Investment banking applications must support users managing complex financial tasks such as portfolio management, market analysis, and executing trades. The challenge was to optimize both desktop and mobile experiences to enhance usability, efficiency, and overall customer satisfaction.

Users often struggled with navigating intricate features, interpreting financial data, and executing transactions seamlessly. The objective was to streamline workflows, improve data clarity, and design a more intuitive interface.

Business goals:

  • Enhance customer retention by delivering a more user-friendly and intuitive investment platform

  • Increase transaction efficiency to minimize errors and accelerate trading and portfolio management

  • Achieve competitive differentiation by elevating the digital experience in a crowded fintech market

  • Boost mobile engagement as more users shift toward mobile-based investment solutions

By addressing these goals, the project aimed to create a solution that was not only highly functional but also delivered a seamless and superior investment experience.

Approach

We led the UX research process, providing the client with data-driven insights to guide their investment app redesign. We followed a structured, user-centered research approach, leveraging quantitative data analyses, usability testing and benchmarking to maximize insights and drive effective design decisions.

Approach

We led the UX research process, providing the client with data-driven insights to guide their investment app redesign. We followed a structured, user-centered research approach, leveraging quantitative data analyses, usability testing and benchmarking to maximize insights and drive effective design decisions.

Approach

We led the UX research process, providing the client with data-driven insights to guide their investment app redesign. We followed a structured, user-centered research approach, leveraging quantitative data analyses, usability testing and benchmarking to maximize insights and drive effective design decisions.

Approach

We led the UX research process, providing the client with data-driven insights to guide their investment app redesign. We followed a structured, user-centered research approach, leveraging quantitative data analyses, usability testing and benchmarking to maximize insights and drive effective design decisions.

Methodologies & Phases

Understanding the project goals

We began by conducting in-depth stakeholder interviews to gain a clear understanding of business objectives, user needs, and technical constraints.

This phase focused on aligning mBank’s investment platform with industry best practices and user expectations to ensure a strategic, user-centered approach.

To measure success, we defined key performance indicators (KPIs) that would benchmark the impact of our usability improvements and design decisions.

By aligning stakeholder insights with business and user goals, we established a solid foundation for an optimized investment app experience.

Crafting the research plan
Quantitative data analysis
Usability testing: desktop & mobile app
Competitive benchmarking
Analyzing & delivering insights
Methodologies & Phases
Understanding the project goals

We began by conducting in-depth stakeholder interviews to gain a clear understanding of business objectives, user needs, and technical constraints.

This phase focused on aligning mBank’s investment platform with industry best practices and user expectations to ensure a strategic, user-centered approach.

To measure success, we defined key performance indicators (KPIs) that would benchmark the impact of our usability improvements and design decisions.

By aligning stakeholder insights with business and user goals, we established a solid foundation for an optimized investment app experience.

Crafting the research plan
Quantitative data analysis
Usability testing: desktop & mobile app
Competitive benchmarking
Analyzing & delivering insights

Methodologies & Phases

Understanding the project goals

We began by conducting in-depth stakeholder interviews to gain a clear understanding of business objectives, user needs, and technical constraints.

This phase focused on aligning mBank’s investment platform with industry best practices and user expectations to ensure a strategic, user-centered approach.

To measure success, we defined key performance indicators (KPIs) that would benchmark the impact of our usability improvements and design decisions.

By aligning stakeholder insights with business and user goals, we established a solid foundation for an optimized investment app experience.

Crafting the research plan
Quantitative data analysis
Usability testing: desktop & mobile app
Competitive benchmarking
Analyzing & delivering insights

Methodologies & Phases

Understanding the project goals

We began by conducting in-depth stakeholder interviews to gain a clear understanding of business objectives, user needs, and technical constraints.

This phase focused on aligning mBank’s investment platform with industry best practices and user expectations to ensure a strategic, user-centered approach.

To measure success, we defined key performance indicators (KPIs) that would benchmark the impact of our usability improvements and design decisions.

By aligning stakeholder insights with business and user goals, we established a solid foundation for an optimized investment app experience.

Crafting the research plan
Quantitative data analysis
Usability testing: desktop & mobile app
Competitive benchmarking
Analyzing & delivering insights

Conclusion

This project highlights the power of user-centered design in optimizing financial applications. By leveraging user insights, we improved usability, efficiency, and overall satisfaction, positioning mBank’s investment platform as a top choice for modern investors.

Conclusion

This project highlights the power of user-centered design in optimizing financial applications. By leveraging user insights, we improved usability, efficiency, and overall satisfaction, positioning mBank’s investment platform as a top choice for modern investors.

Conclusion

This project highlights the power of user-centered design in optimizing financial applications. By leveraging user insights, we improved usability, efficiency, and overall satisfaction, positioning mBank’s investment platform as a top choice for modern investors.

Conclusion

This project highlights the power of user-centered design in optimizing financial applications. By leveraging user insights, we improved usability, efficiency, and overall satisfaction, positioning mBank’s investment platform as a top choice for modern investors.

Outcome

Improved navigation & task efficiency: a simplified interface enabled seamless user interaction.

Higher usability scores: measured through task success rates, completion times, and user satisfaction.

Competitive differentiation: the investment app now delivers a more refined experience than market competitors.

Outcome

Improved navigation & task efficiency: a simplified interface enabled seamless user interaction.

Higher usability scores: measured through task success rates, completion times, and user satisfaction.

Competitive differentiation: the investment app now delivers a more refined experience than market competitors.

Outcome

Improved navigation & task efficiency: a simplified interface enabled seamless user interaction.

Higher usability scores: measured through task success rates, completion times, and user satisfaction.

Competitive differentiation: the investment app now delivers a more refined experience than market competitors.

Outcome

Improved navigation & task efficiency: a simplified interface enabled seamless user interaction.

Higher usability scores: measured through task success rates, completion times, and user satisfaction.

Competitive differentiation: the investment app now delivers a more refined experience than market competitors.

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Need expert guidance?

Book a free discovery call to see how we can help.

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Need expert guidance?

Book a free discovery call to see how we can help.

Let's talk!
Need expert guidance?

Book a free discovery call to see how we can help.

Let's talk!

Stories that drive success

See all case studies

From research to execution, we collaborate with businesses to craft experiences that resonate with users and deliver measurable results.

Stories that drive success

From research to execution, we collaborate with businesses to craft experiences that resonate with users and deliver measurable results.

Stories that drive success

From research to execution, we collaborate with businesses to craft experiences that resonate with users and deliver measurable results.

Stories that drive success

See all case studies

From research to execution, we collaborate with businesses to craft experiences that resonate with users and deliver measurable results.

Stories that drive success

See all case studies

From research to execution, we collaborate with businesses to craft experiences that resonate with users and deliver measurable results.

Contact us

© 2025 UXhands. All rights reserved.

Contact us

© 2025 UXhands. All rights reserved.

Contact us

© 2025 UXhands. All rights reserved.

Contact us

© 2025 UXhands. All rights reserved.