Client Raiffeisen Switzerland
Empowering every investor through a simpler, more accessible experience.
Trading and investing can seem complex for many. Raiffeisen set out to change that.
For years, Raiffeisen has been a trusted name in Swiss banking — but while competitors expanded into mobile investing, Raiffeisen’s offering remained fragmented.
The goal was clear: bring trading and investment management together in one seamless, accessible experience inside the Raiffeisen mobile app.
Raiffeisen's request
Raiffeisen set out to modernize its investment experience by integrating new in-app trading features and creating a central investment hub with educational and personalized insights. The goal was to make the platform more accessible, inclusive, and transparent for all users.
As Senior UX Designer, I translated complex financial actions into clear, step-by-step flows and established an accessibility-first design system to ensure consistency, compliance, and ease of use across the product.
The solution
The redesigned experience introduced seven new trading options — including ETFs, warrants, and structured products — covering the entire journey from discovery to purchase.
In parallel, I shaped a TO-BE vision for a centralized market hub, connecting Raiffeisen’s financial expertise with intuitive design to help users make informed investment decisions.
Each flow was optimized for clarity, accessibility, and reassurance, ensuring users could trade confidently regardless of their level of experience.
The team
As the Senior UX/UI Designer, I led the investment stream within a wider team of 35 UX designers, guiding the design from concept to implementation. In my stream, I collaborated with six developers (three front-end and three back-end) and three functional analysts to deliver an integrated and compliant trading and investment experience.
I oversaw the end-to-end design process and worked closely with researchers, analysts, developers, and a Scrum master to ensure alignment across research, strategy, and delivery. Using tools such as Figma, FigJam, Stark Accessibility, and Lottie, I maintained accessibility and visual consistency while guiding the team toward a user-centered, regulatory-compliant solution.
The project
The design process
01
Understand
This step ensures we are solving the right problem. We align on business requirements, strategic goals, and constraints, so the design phase is grounded in real needs and clear objectives.
Understanding the vision
Stakeholder interviews, requirement gathering as well as a lean UX Canvas exercise clarified the business goal. To drive new revenue by improving product discoverability, enabling frictionless trading, and expanding investment offerings.
Experienced investor
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Wants control
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Looks for performance data
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Needs advanced tools
New investor
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Needs education
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Seeks for reassurance
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Wants “simple and safe” choices
What do we know about the users?
Foundational UX research had already mapped key personas and investment behaviours, enabling us to build on validated insights rather than start from scratch.
What we knew:
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65% new investors
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35% experienced investors
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Mobile-first usage for both groups
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Frequent market browsing but low action rate
Investors need clarity
Users often struggled to understand financial jargon and complex flows. Clear language and step-by-step guidance helped reduce hesitation and build trust in every action.
Complex data needs context
Users found market information and charts hard to interpret. Contextual insights and simplified visual hierarchies made data more meaningful and actionable.
Discoverability drives adoption
Many clients were unaware of Raiffeisen’s full trading offering. Clear navigation and in-flow recommendations helped surface new opportunities naturally.
Accessibility is essential
Accessibility was a core principle, not an afterthought. The accessibility-first system ensures everyone can navigate and invest confidently.
40+ interviews showed us that
02
Design
In the next step, we focused on turning insights and requirements into design solutions. We defined user flows, explored concepts, and designed experiences that meet both user and business needs.
Impact in Numbers
15+ WCAG AA compliant components
added to the Design Library with a focus on visually impared users.
35+ usability tests
conducted via qualitative prototype testing.
93% task success rate
achieved during final test to purchase 3 types of stock options.
“Melanie, thank you for the great collaboration and the excellent work you’ve done for us. Your contribution was outstanding, and it was a real pleasure working with you."
Andi (Product Owner at Raiffeisen Switzerland)
”Sadie has been a game-changer for my busy schedule".
John S. (Marketing Manager)
"Sadie helps me stay informed with the latest news and updates that are relevant to my interests.”
Emily A. (Software Engineer)
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