Overview

The FINVIA Investment Platform was developed to redefine the digital investment experience, particularly for alternative investments such as private equity, venture capital, and real estate funds.

The goal was to streamline the investment process, enabling clients to subscribe to funds in under a minute through a fully digital workflow. By integrating automation, secure processing, and intuitive design, we ensured an accessible and efficient investment platform that aligns with FINVIA’s commitment to innovation.

CLIENT

FINVIA

YEAR

2021-2024

ROLE

Senior Product Designer

Problem Statement

Traditional investment processes are notoriously cumbersome, burdened by excessive paperwork, manual reviews, and outdated workflows. These inefficiencies pose significant barriers for both investors and investment managers.

Project Goals:

Reduce subscription time
Maintain compliance and security without compromising ease of use.

Eliminate paperwork through a fully digital subscription experience.
Design an intuitive, elegant interface that speaks to the expectations of discerning investors.

Design Process

Research & Discovery

In-depth market research and stakeholder interviews uncovered several key pain points in the alternative investment journey:

Lengthy, paper-based subscription processes.

Lack of transparency and accessibility in investment tracking.

Overly complex user interfaces that hinder decision-making.

We analyzed the workflows of both internal teams and clients to understand friction points. Insights from HNWIs helped shape a digital experience aligned with their expectations for speed, clarity, and security.

Ideation & Strategy

Guided by user insights, the strategic focus centered on:

A frictionless onboarding and subscription journey.
Transparent fund offerings with robust reporting tools.
A sleek, technology-forward design tailored for a high-end clientele.

Personas were developed to capture the core needs of our target users:

HNWIs

Wealthy, tech-savvy individuals who value efficiency and privacy.

Key Features Designed

Digital Onboarding
Secure video identification and electronic signatures streamline account creation.
Fund Subscription Workflow
Users can complete fund subscriptions in just a few steps, with real-time document processing.
Responsive UI
‍A dual-mode (dark/light) interface that feels elegant and intuitive on any device.

High-fidelity prototypes were created and iterated with internal stakeholders and a selected group of real users, ensuring alignment with real-world use cases.

Testing & Iteration

Multiple rounds of usability testing led to key refinements:

Simplified navigation flows based on eye-tracking and click-pattern data.
Optimized forms to minimize user input and eliminate redundancy.
Enhanced clarity in reporting dashboards to better support investor decision-making.

We continuously validated the experience against investor expectations and regulatory requirements, ensuring both usability and compliance.

Results & Impact

The FINVIA Investment Platform launched successfully and delivered measurable outcomes:

Increase in client onboarding conversion rate driven by the frictionless digital journey.

Highly positive user feedback,, citing clarity, ease of use, and trust in the digital process.

Operational efficiency gains, for internal teams due to reduced manual processing and automated compliance workflows.

Reduction in subscription time with most users completing the process

The platform not only modernized the investment experience but also reinforced FINVIA’s positioning as a forward-thinking, client-centric wealth management firm.

FINVIA Investment Platform