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Finatext Deep Dive

A fintech trading platform using AI to deliver insightful analysis and optimise trading strategies in cryptocurrency & forex.
Finatext Deep Dive

A fintech trading platform using AI to deliver insightful analysis and optimise trading strategies in cryptocurrency & forex.
Client
Finatext Japan
Timeline
1 Year
Services
App Design, Consultancy & Design System
View Live App
Finatext Japan
Pipster Article 1
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Back To Overview

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Smart AI trading platform called Pipster.
Smart AI trading platform called Pipster.
Finatext, a top Japanese fintech, aimed to launch Pipster in London a smart trading platform simplifying markets for millennials. Using AI powered Twitter sentiment analysis, it predicts trends with plans to automate trading via intelligent bots once refined.
PROBLEM
Tradingโ€™s complexity and jargon have made it a tough, pro-only market for newcomers.
PROBLEM
Tradingโ€™s complexity and jargon have made it a tough, pro-only market for newcomers.
PROBLEM
Tradingโ€™s complexity and jargon have made it a tough, pro-only market for newcomers.
PROBLEM
Tradingโ€™s complexity and jargon have made it a tough, pro-only market for newcomers.
PROBLEM
Tradingโ€™s complexity and jargon have made it a tough, pro-only market for newcomers.
SOLUTION
Create a simple, transparent mobile platform with smart tools, easy learning, and social sharing.
SOLUTION
Create a simple, transparent mobile platform with smart tools, easy learning, and social sharing.
SOLUTION
Create a simple, transparent mobile platform with smart tools, easy learning, and social sharing.
SOLUTION
Create a simple, transparent mobile platform with smart tools, easy learning, and social sharing.
SOLUTION
Create a simple, transparent mobile platform with smart tools, easy learning, and social sharing.
RESULT
An simplified platform enabling retail users to trade crypto markets.
RESULT
An simplified platform enabling retail users to trade crypto markets.
RESULT
An simplified platform enabling retail users to trade crypto markets.
RESULT
An simplified platform enabling retail users to trade crypto markets.
RESULT
An simplified platform enabling retail users to trade crypto markets.
Delivered the platform end-to-end as a fully functional, user-ready product.
End-to-end process to deliver as a fully functional, user-ready product.
Delivered the platform end-to-end as a fully functional, user-ready product.
RESEARCH
RESEARCH
User interviews, competitive analysis, heuristic audit
User interviews, competitive analysis, heuristic audit
DISCOVERY
DISCOVERY
User journeys, KYC, user research, workshops, payment system
User journeys, KYC, user research, workshops, payment system
DESIGN & PROTOTYPING
DESIGN & PROTOTYPING
Designs using consistent design system, high-fidelity prototypes
Designs using consistent design system, high-fidelity prototypes
TESTING- REFINE
TESTING, HANOVER & LAUNCH
Weekly design reviews - QA support, working with devs
Working with devs, Analytics data analysis, prototype insights and refinement
Weekly design reviews - QA support, working with devs
Research
Before working on Pipster, I captured the business objectives and conducted multiple research methods to gain a deep understanding of the users I was designing the product for.
Customer Interviews  
Persona                 
Market Analysis 
Quantitative Surveysโ€จโ€จ
User Journeysโ€จโ€จ
Competitive Analysis
Below is some of the data collected from the survey sent out to gain a deeper understanding of our audience.
Deep understanding of Pipster users
Deep understanding of Pipster users
Focused on user-centered design, striving to understand the users as thoroughly as possible, in order to design a product whcih solves problems and needs for them
Deep diving into the user journey
Deep diving into the user journey
Understanding the typical end-to-end journey a user takes with the product is key to delivering a great experience from how users discover Pipster all the way to executing a trade.
Analyzing how to convert users from free to paid plans.
Analyzing how to convert users from free to paid plans.
Strategizing user conversion to paid plans by studying their behaviors and usage patterns, with a focus on understanding the trust factors that influence their decision to onboard to Pipster specially via a live account.
Analysis of the users
Analysis of the users
Analyzing the users of our product and using a Value Proposition Canvas and SWOT analysis to identify the key metrics that indicate the productโ€™s success.
Setting clear priorities to maximise user value
Setting clear priorities to maximise user value
Thoroughly analyzing what needs to be delivered as part of the product, while balancing the effort required against the value it provides to users.
Outlining the onboarding flow for new users.
Outlining the onboarding flow for new users.
To map the screen flow, we first identified edge cases and compiled a detailed process flow crucial for architects to anticipate all potential scenarios.
Wireframing the onboarding
Wireframing the onboarding
Using the process flows above, I began mapping out the screen flows for onboarding capturing the happy path as well as all edge cases before moving on to the visual design
Wireframing the trading experience
Wireframing the trading experience
As a core feature of the product, it was essential to design a robust trading experience that highlights key market and technical indicators. Equally important was fostering a sense of community, so users feel connected to a network of fellow traders
Onboarding visual design flow
Onboarding visual design flow
Began creating rough visual designs of the onboarding flow and defining the complete user experience for getting started with the product
Simplified trading
Simplified trading
Below are the main trading screens, giving retail users a clear view of currency pair movements with key indicators. Users can favorite currencies and view their open and closed positions history in one place.
Deep understanding of Pipster users
Focused on user-centered design, striving to understand the users as thoroughly as possible, in order to design a product whcih solves problems and needs for them
Deep diving into the user journey
Understanding the typical end-to-end journey a user takes with the product is key to delivering a great experience from how users discover Pipster all the way to executing a trade.
Analyzing how to convert users from free to paid plans.
Strategizing user conversion to paid plans by studying their behaviors and usage patterns, with a focus on understanding the trust factors that influence their decision to onboard to Pipster specially via a live account.
Analysis of the users
Analyzing the users of our product and using a Value Proposition Canvas and SWOT analysis to identify the key metrics that indicate the productโ€™s success.
Setting clear priorities to maximise user value
Thoroughly analyzing what needs to be delivered as part of the product, while balancing the effort required against the value it provides to users.
Outlining the onboarding flow for new users.
To map the screen flow, we first identified edge cases and compiled a detailed process flow crucial for architects to anticipate all potential scenarios.
Wireframing the onboarding
Using the process flows above, I began mapping out the screen flows for onboarding capturing the happy path as well as all edge cases before moving on to the visual design
Wireframing the trading experience
As a core feature of the product, it was essential to design a robust trading experience that highlights key market and technical indicators. Equally important was fostering a sense of community, so users feel connected to a network of fellow traders
Onboarding visual design flow
Began creating rough visual designs of the onboarding flow and defining the complete user experience for getting started with the product
Social sentiment and technical trading indicators
Social sentiment and technical trading indicators
Social sentiment analysis visualises trends in a graph, helping users gauge buy or sell momentum. The app also integrates key technical indicators found in trading platforms, such as the RSI and 50-day moving average.Ask ChatGPT
Community Integration
Community Integration
The concept added a social layer to trading, with a Reddit-style feed and topic-specific channels for market discussions. Users could share their trades and profits, while premium Pipster-hosted channels offered exclusive content via subscription.
Social sentiment and technical trading indicators
Social sentiment analysis visualises trends in a graph, helping users gauge buy or sell momentum. The app also integrates key technical indicators found in trading platforms, such as the RSI and 50-day moving average.Ask ChatGPT
Research
Before working on Pipster, I captured the business objectives and conducted multiple research methods to gain a deep understanding of the users I was designing the product for.
Customer Interviews  
Persona                 
Market Analysis 
Quantitative Surveysโ€จโ€จ
User Journeysโ€จโ€จ
Competitive Analysis
Below is some of the data collected from the survey sent out to gain a deeper understanding of our audience.
Support and Help
Support and help
Support and Help
We integrated a robust support center, giving retail traders peace of mind with live chat and community forums.
Trading learning material
Trading learning material
We built a full-fledged learning centre with motion graphic animations, helping new traders quickly grasp jargon and gain the confidence to trade the markets.
Creating consistent style guide
Creating consistent style guide
In the app, I designed a custom icon set, defined branded colors, and selected a dedicated font to form the component library. This guide was essential for maintaining a consistent brand presence.
Component library
Component library
Below you can see some of the components created to build the applicationโ€™s system patterns, following atomic design principles and an 8pt grid.
User testing
User testing
A key focus was ensuring a great user experience, so I created a survey outlining steps like trading, closing positions, and learning within the app. The goal was to gather user feedback on what worked well and identify areas for improvement
Focus groups testing
Focus groups testing
Had 3 testing sessions with groups of 7 users with Invision prototypes & A/B testing to validate design decisions. Involved iteration sessions to come to the final solution shown in the visuals.
Outcome
Outcome
400k+ users
400k+ users
$2M+ in retail investments within its first year
$2M+ in retail investments within its first year
Achieved an App score review of 4.5, Google Play 4.4
Achieved an App score review of 4.5, Google Play 4.4
Expanded offering in Tokyo, Japan
Expanded offering in Tokyo, Japan
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