back button

Building a digital asset management platform for financial institutions

My role was in conducting user research, defining the problems, coming up with a solution and designing the final product - as well as working with engineering to build out the product

Context

As a company trying to power the internet of value, one of the most basic building blocks we know we had to build is Storage. This was an attempt to become the obvious solution for app developers that need this component in their stack.

Research

Interviews

Talked to users of competing products, and documented it using Tomer Sharon's awesome method.

research

Problems

The insights we got allowed us to identify several types of problems people face, I'd say the main ones are:

  1. Keeping your Private Key on your own is scary, keeping it on an exchange is dangerous and the money is not always available, keeping it in a far away vault costs too much money and too long to withdraw. HMW remain safe without sacrificing convenience?
  2. Many wallets and tokens have their own wallet, making it complicated for users to remember where all their assets are stored, but also multiplying the number of attack vectors HMW reduce the overhead caused by fragmentation in Crypto?

JTBD

Doing this research allowed us to uncover certain "jobs" people hire our product to do

  • When I'm managing the funds of a business holding digital assets,

    • I want to integrate with other developers, so that transactions go in and out automatically
    • I want to see an overview of all transactions and relevant metrics, so that I always know what's going on in my business
    • I want to create beautiful and informative deliverables, so that people think I rock at my job
    • I want to integrate with 3rd party, so that I can work with tax auditors, compliance officers and accounting auditors easily
    • I want my funds to be locked f***ing airtight, so that I can sleep at night

Solution

User Flows

Before starting to think about the UI, we mapped out all the possible flows a person might go through to solve the problems we identified

user flows

Sketching

After we know what the flow looks like, I sketched out some of the main screens and components, using fast drafts to explore multiple alternatives

sketching

Functional Prototype

Once we understood what the general features are, I created a clickable prototype to have a way to discuss potential solutions with the team

After several iterations, we agreed on which functionality is required in each step, and I could move to detailed design.

dashboard wireframe

dashboard wireframe1

Moodboard

Seeing as we were ready to move to detailed design, I created a mood board to help me create a visual language that's luxurious, to match our clients which are financial institutions, but at the same time feel modern.

moodboard

Detailed Design

design1

design2

design3

design4

Making sure of course everything works on mobile devices and tablets.

design m1

design m2

Onboarding

The onboarding for this project required special attention, since a lot of information is required in order to start conducting business as a regulated custodian.

onboarding1

onboarding2

As well as a mobile version

onboarding m1

onboarding mobile2

Design System

Since the product had several different teams working on it, it was important for developer velocity and design consistency that we extract a design system that will be reused across the different code bases.

design system