S&B - Financial Securities Assistant & UX UI Design

Interface

Key Task

• We prototyped and tested multiple iterations of the interface to ensure that it was both functional and intuitive. We also prioritized visual design, using color, typography, and iconography to create a cohesive and aesthetically pleasing interface.

Our key task of the S&B - Financial Assistant for Securities ui / ux is to provide an intuitive and effective tool for managing investments and securities portfolios. This includes registration and profile setup, adding assets, market analysis, creating investment strategies, executing trading operations, and monitoring market events through alerts for timely response to market changes.

Typography and colors

Crafting a visual balance

• For S&B - Financial Securities Assistant project, we chose the Gilroy font for its modern, clean, and style that ensures excellent readability and a friendly yet professional tone. The color palette combines soft pastel hues with black accents, creating a balanced and elegant visual experience.
  
  Pastel colors were selected to evoke calmness and approachability, making complex financial information feel more accessible and less intimidating. The black elements provide strong contrast and clarity, enhancing legibility and emphasizing key interface components. This combination supports a trustworthy and user-friendly environment, perfect for an investment app.

Functionality

Market analysis

• The integrated market analysis tool helps users obtain up-to-date market information by providing quotes, trading volumes, indices, and news.
  
  The app allows users to view and manage their securities portfolio, tracking assets, their current value, and changes over time.

Key Features

• Forecasting and analytics

  The app provides access to analytical tools such as charts, indicators, and algorithms that help users devise strategies and predict asset price movements.

• Trading signals and alerts

  Users can set up signals and alerts for specific assets to receive notifications when predefined price levels or other market-impacting events are reached.

Scanning

Trading and alerts

• Trading signals and alerts are valuable features of the S&B - Financial Securities Assistant example that allow users to stay informed about important market events and make timely decisions. Users can set up custom signals and alerts for specific assets based on various parameters such as predefined price levels, percentage changes, or other market-affecting events.

The app offers educational materials and resources to help users develop their skills and knowledge in investing and trading securities.

Strategy

Financial Assistant

• The Financial Assistant in the S&B App for Securities empowers users with smart tools for managing their finances and making informed investment decisions. It provides personalized insights based on portfolio performance, market trends, and user-defined goals. With budgeting features, expense tracking, and investment suggestions tailored to market conditions, the Financial Assistant acts as a reliable guide, helping users stay on top of their financial strategy and optimize returns.

Result

Where vision meets usability

• We progressed from competitor analysis to delivering a clear, user-focused solution that reflects the goals of the S&B App for Securities.
  
  The project was brought to life by a team of 10 dedicated designers who worked collaboratively to shape a cohesive visual language and user experience, ensuring both functionality and aesthetic consistency across the entire app.