Mezzi is a cutting-edge stock analysis and portfolio management platform designed to empower investors with intuitive data visualization, real-time insights, and seamless portfolio tracking.
Client:
Mezzi
My Role:
Product Designer
Year:
2022-2023
Scope:
UX/UI Design, Mobile Design, Product Design
Problems & Challenges:
Poor User Experience: Users struggled with a cluttered and unintuitive interface.
Outdated Dashboard: The design was non-responsive and lacked clear data visualization.
Limited Accessibility: No mobile support, reducing usability across devices.
Low Conversion Rates: Inefficient design negatively impacted user retention and engagement.
Objectives:
Enhance UI & UX: Modernize the interface for intuitive interactions.
Optimize for Mobile: Ensure seamless responsiveness for all devices.
Improve Usability: Streamline navigation and dashboard structure.
Boost Engagement: Redesign key touchpoints to increase conversions and retention.
My Role:
As the lead Product Designer, I spearheaded the UX/UI transformation with a research-driven, user-centric approach:
User Research & Audits: Conducted in-depth analyses to identify usability gaps and pain points.
Design System Development: Created scalable UI components for consistency and efficiency.
Prototyping & Testing: Developed wireframes, conducted usability tests, and iterated designs.
Feature Implementation: Designed and refined tools to enhance user interaction.
By aligning business goals with user needs, I transformed Mezzi into a more intuitive, accessible, and engaging platform.
Deep Research
To ensure a user-centric approach, I conducted:
Competitive Analysis: Evaluated 15+ competitors (Mint, Robinhood, TradingView, etc.) to identify industry best practices.
User Interviews: Engaged with investment advisors, traders, and entrepreneurs to uncover workflow challenges and needs.
Key Insights:
85% wanted a more streamlined stock analysis tool.
80% preferred dashboards with multiple stock charts.
67% sought an all-in-one portfolio tracking solution.
Pain Points:
Entrepreneurs needed quick insights and simplified stock tracking.
Aspiring investors sought personalized recommendations and educational resources.
Experienced traders require advanced analytics and custom visualizations.
Key Findings & Impact
By integrating these findings, Mezzi was designed to cater to different investor needs, ensuring a more intuitive and high-impact user experience.
Ideation
Research & Exploration
To build a user-centered solution, I conducted extensive research, including:
Competitor Analysis: Studied market leaders to pinpoint best practices and opportunities for differentiation.
User Research: Conducted in-depth interviews to reveal user pain points and expectations.
Data-Driven Insights: Gathered insights to inform design decisions with qualitative and quantitative data.
Concept Development & Sketching
With research insights in hand, I facilitated brainstorming sessions and developed initial sketches and wireframes. This phase focused on refining user flows and structuring interactions for clarity and efficiency. The iterative process allowed me to test multiple design directions before moving into high-fidelity prototypes.
UI Audit & Accessibility Enhancements
A comprehensive UI audit identified inconsistencies, usability bottlenecks, and areas for improvement. To ensure inclusivity, I incorporated:
High-contrast palettes for both dark and light modes.
Optimized typography for readability across all devices.
Accessible interactive elements ensure seamless navigation for all users.
Establishing a Scalable Design System
To ensure consistency and scalability, I built a structured design system incorporating:
Auto-layout for responsiveness
Component variants for flexibility
Nested instance properties for efficient updates
This system streamlined the design-to-development handoff and ensured visual and functional coherence across all product components.
New Design Implementation
Overhauled the existing dashboard, incorporating new features informed by user research. The improved structure enhances usability, functionality, and engagement, resulting in a more intuitive investment platform.
Testing & Validation
User Testing & Behavioral Analytics
To validate the impact of the redesign, I executed a multi-layered usability testing strategy that combined:
A/B testing to compare interaction efficiency.
Moderated user testing for direct feedback and real-time adjustments.
Heatmap analysis to detect behavioral patterns and pain points.
Iterative Optimization & Data-Driven Refinements
Each round of testing provided critical insights, leading to:
Enhanced task completion rates through refined interaction design.
Reduced cognitive load by simplifying complex workflows.
Seamless accessibility improvements ensure usability across diverse user needs.
Impact & Measurable Success
The iterative design process led to:
Higher engagement rates and improved retention.
Increased conversion rates by simplifying the investment journey.
Longer session durations, confirming a superior user experience.
Results & Impact
The final design resulted in higher user engagement, increased conversion rates, and longer session durations, confirming improved usability and overall experience. The portfolio feature, a key challenge, proved highly successful—attracting interest from investors and confirming our hypothesis. (Analyzed via Amplitude).
New Concept: Application Instead of Website
Transition to Mobile Application
Securing additional funding allowed us to pivot from a website to a mobile-first strategy, focusing on optimizing the Portfolio feature. This shift aimed to provide a seamless, user-friendly experience tailored to mobile users' needs.
Wireframing & Flow Development:
The team and I meticulously analyzed research insights to build the initial wireframes, ensuring an intuitive and scalable experience. My primary focus remained on refining the Portfolio feature while crafting multiple flows tailored to different target audiences (TAs), resulting in over 200 screens.
Testing & Iterations:
Extensive usability testing with over 30 users provided valuable feedback to refine the design. Zoom sessions and data analysis helped prioritize essential features for the MVP launch.
Final Impact & Lessons Learned
Final Impact: Driving Business Growth Through Design
Transitioning from a website to a mobile-first application dramatically improved accessibility, engagement, and retention. More significantly, our cutting-edge "Portfolio" feature became a key investment magnet, attracting two investors and securing $2 million in funding—a testament to the platform's market potential and UX excellence.
Lessons Learned: The Power of Scalable UX
Designing a robust, scalable system allowed for global updates, rapid iteration, and long-term adaptability. This project reinforced the importance of:
Strategic UX testing in validating product-market fit.
Accessibility-first design as a catalyst for growth.
Continuous feedback loops to drive iterative excellence.
While shifting to a mobile-first strategy marked a defining milestone, I transitioned at the wireframe stage, ensuring the foundation was meticulously structured for seamless future development.
Why This Project Stands Out
This case study isn’t just about designing an application—it’s about creating a product that transformed user engagement, business outcomes, and investor confidence. By merging human-centered design, scalable systems, and data-driven insights, I delivered an experience that reshaped the investment platform landscape.
This is what happens when UX is at the heart of product success.
