Client
Claro Wealth
Timeline
1 Year
Services
App Design, Consultancy & Design System
The goal was to help users budget, save, and invest confidently by combining expert guidance with intuitive tools. Claro’s ‘do it with me’ approach empowers a smart money mindset, helping users plan and grow their finances while supporting ethical companies that align with their values.
Millions of downloads on App store/Google Play
780k+ active users
Over a 30% user retention rate
£3+ million in retail investments
Raised over £5 million with venture-based capitalists
Thousands coached to boost confidence and financial literacy.
Users often felt uncertain about where their money was going after speaking with a financial planner. To solve this, I helped design and develop Claro’s investment feature, making it clear which ETFs and funds users were investing in. The tool supports low, medium, and high-risk ESG options, aligning with Claro’s ethical finance mission and helping users invest with confidence.
Users wanted an easy way to book financial planning sessions and access their info in one place. I designed and built an in-app feature for scheduling one-on-one sessions with Financial Coaches, providing personalised advice and actionable plans in a unified experience.
At the end of each session, users receive a clear financial plan and can contribute monthly or one time to a fund of their choice to build toward their desired goals.
To build accurate financial plans, we connected to users’ bank accounts via Open Banking, securely categorizing transactions and analyzing spending to reveal clear insights into their financial habits.
Before working on Claro, I captured the business objectives and conducted multiple research methods to gain a deep understanding
Customer Interviews
Persona
Market Analysis
I conducted interviews and surveys to gather insights on user expectations, interest in financial coaching, and target audiences. This data-driven approach gave us clear direction on who we were designing for.
Conducted face-to-face interviews and surveys to understand user needs, define key personas, and map targeted user journeys to better understand their behaviours.
To design a seamless user experience, we focused on mapping key flows onboarding, investing, and KYC working closely with the business and vendors like Onfido to understand each step in the user journey.
Created a series of onboarding screens to communicate Claro’s offering and deliver immediate value about what Claro is solving for them.
Created a user-friendly KYC journey that balanced clarity and compliance, helping users understand each step while ensuring legal and privacy standards were met.
Established a consistent visual language through a comprehensive style guide blending brand colors, expressive typography, and a tailored icon set to ensure a seamless user experience.
Built a lean design system with reusable component sets, rigorously tested for usability and accessibility. Using the Atomic Design System as a methodology by breaking interfaces down into smaller, reusable parts similar to how atoms form molecules and organisms in nature. Below is the structure
Atoms, Molecules, Organisms, Templates, Pages
