overview

Santander, a traditional and colossal banking institution in Brazil, typically provides an extensive range of investment possibilities to its clients, cementing its position as a powerhouse in this area.


Nevertheless, like all financial institutions, its mobile application comprises numerous features and products which unfortunately tends to muddy the waters of direct mobile investing. Adding to this, the overall experience can felt quite antiquated and lacked many basic features.


To address this, we've built an investment portal from the ground up, implementing a fresh, new user experience and interface, tailored for all investment enthusiasts, seasoned or novice.

Role

Design System

Product Design
UI Design
Benchmarking
User Experience Research
Prototyping
Usability Testing

Motion Design

duration

2022 - 2023

Context

A significant alteration of Santander's investment portal in contrast to the traditional app is adopting dark mode as the standard theme. This choice was implemented to set apart the investment experience from the typical bank journey, rendering the investment portal a distinct, independent entity that abides its own criteria.


This required a thorough modification of Santander's design system (Flame) to introduce a brand-new style layout appropriate for dark mode. I took charge of this comprehensive study as well as overseeing the maintenance of the investment design system in its entirety, encompassing multiple unique components.


Within the investment portal, users have the ability to proceed with more than 15 diverse investment options, track the returns on their investments, access a variety of investment-related materials, coordinate gain and loss orders, and utilize various functional tools including the Income Tax Calculator. The portal boasts a wide array of tools and features, making it remarkably comprehensive and detailed, this is just a very small glimpse of what the portal has available currently.

User Interface solution

Portfolio detailing and profitability monitoring

Portfolio detailing and profitability monitoring

Product showcase containing different types of investments and their respective details

Product showcase containing different types of investments and their respective details

More in-depth monitoring of the contracted investments, being able to see details of a specific product

More in-depth monitoring of the contracted investments, being able to see details of a specific product

Income tax calculator based on annual investment returns

Income tax calculator based on annual investment returns

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A handful collection of projects that I’ve done and have been doing over these years.

A handful collection of projects that I’ve done and have been doing over these years.

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💌 let’s get in touch!

You can find my online presence on any of the links below.

Copy my email

💌 let’s get in touch!

You can find my online presence on any of the links below.

Copy my email

Building an investment experience from scratch

Building an investment experience from scratch

Building an investment experience from scratch