Fintech · Full-stack Design Ownership
From Brand to Product: Crafting Sharpely, A Modern Fintech Experience
Project Overview
Sharpely was envisioned as a fintech-first lifestyle platform that blended stock market insights with everyday usability. The goal was to simplify investment discovery and tracking for beginners and mid-level investors, while offering personalization features for more advanced users.
The product had to balance complex financial data with an approachable, modern UI that could scale across mobile, dashboard, and web experiences.
Timeline
8 weeks from concept to MVP, covering brand definition, mobile app, dashboard UX, and investor-facing website.
Background
I was responsible for defining Sharpely’s brand personality, creating the core identity system, and designing scalable, multi-platform experiences. The challenge was to create a flow that felt intuitive to non-investors while still powerful enough for active traders, ensuring a clean, credible, and user-first design.
UX Process
This category details the step-by-step approach taken during the project, including research, planning, design, development, testing, and optimization phases.
Research & Planning
Conducted comparative research across Robinhood, Groww, and other fintech apps. Identified gaps in first-time investor onboarding and mapped out audience needs.
Design & Prototyping
Created interactive Figma prototypes to test flows for login, onboarding, dashboard insights, and watchlist creation. Iterated based on user testing with early-stage investors.
Implementation
Built responsive designs and handoff-ready components for developers. Delivered mobile-first flows alongside dashboard widgets for deeper stock exploration.
Testing & Optimization
Partnered with QA and PMs to test on mobile + web. Refined flows to reduce drop-offs in onboarding and optimized dashboard layouts for real-time updates.
The final product emphasized simplicity without losing depth:
Clean Onboarding Flow
Guided users through KYC, preference setting, and stock-watch creation in under 5 minutes.
Dashboard Insights
Modular widgets surfaced real-time price movements, curated recommendations, and quick action buttons.
Personalization
Users could toggle between beginner-friendly “guided” view and advanced “pro” view.
The redesigned Sharpely platform delivered measurable improvements across usability, adoption, and trust-building for early investors. By simplifying research flows and surfacing contextual insights, users reported faster decision-making and greater confidence in managing their portfolios. The modular design system allowed the team to scale features consistently across mobile and web, while maintaining a unified brand presence.
Increased Efficiency
Early testing showed +18% onboarding completion rate compared to initial prototypes.
Positive User Feedback
Testers appreciated the balance of clarity and credibility, with comments on how Sharpely “didn’t feel intimidating.”
Scalable Design System
A flexible design system was created, enabling devs to extend flows for dashboard and mobile with minimal redesign cost.