Crypto Asset Management
Mobile Application
Finance
Figma
Web3
Business/client
Comiblock
Project Type
Web3 mobile application
Project Role
Lead Product Designer
Overview
This UX case study will improve a Crypto Asset Portfolio Manager, a digital platform for cryptocurrency enthusiasts, investors, and traders. The project aims to simplify navigation, streamline cryptocurrency tracking and trading, improve portfolio monitoring, and provide an intuitive wallet management system, enhancing the user experience and increasing customer satisfaction.
Problem
Users utilizing the current Crypto Asset Portfolio Manager face a range of challenges that impede their ability to effectively manage their cryptocurrency investments. The existing interface falls short in terms of intuitive navigation and fails to provide a comprehensive overview of portfolio performance across diverse platforms. This leads to difficulties in tracking assets and making well-informed investment decisions.
Task
I was tasked with conducting comprehensive user research, designing solutions to prioritize user experience and efficiency, creating wireframes and prototypes, establishing an intuitive information architecture and user flow, and collaborating closely with the development team to ensure meticulous design execution. My focus is on translating user insights into a stellar experience.
Problem
Goal
Task
Users utilizing the current Crypto Asset Portfolio Manager face a range of challenges that impede their ability to effectively manage their cryptocurrency investments. The existing interface falls short in terms of intuitive navigation and fails to provide a comprehensive overview of portfolio performance across diverse platforms. This leads to difficulties in tracking assets and making well-informed investment decisions.
The redesign aims to provide an intuitive platform that eliminates fragmented tracking and equips users to effectively manage, grow, and maximize their unique crypto asset portfolios.
I was tasked with conducting comprehensive user research, designing solutions to prioritize user experience and efficiency, creating wireframes and prototypes, establishing an intuitive information architecture and user flow, and collaborating closely with the development team to ensure meticulous design execution. My focus is on translating user insights into a stellar experience.

‍The Product:

‍The Crypto Asset Portfolio Manager is a digital platform for efficient tracking, management, and growth of diverse crypto portfolios. It syncs and monitors holdings across multiple exchanges, wallets, and DeFi protocols in one interface. Key features include a consolidated portfolio overview, detailed profit & loss tracking, trade execution, and an intuitive wallet management system. By centralizing crypto asset management and providing data-driven insights, the platform aims to empower users to optimize portfolios, simplify tracking, execute informed trades, and accelerate growth.

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Understanding the user
Painpoint

- Lack of integration with countless exchanges, wallets, and DeFi platforms, forcing tedious and manual tracking

- Fragmented view of holdings, requiring manually compiling data from disparate sources to assess overall portfolio performance

- Complexity making it arduous to consolidate data, gain a clear picture of asset allocation, analyze profit/loss per coin, identify emerging opportunities, and make well-informed investment decisions

- Reliance on external tools leading to critical data gaps

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Problem Statement: Users encounter challenges when efficiently tracking and managing their cryptocurrency investments across various exchanges and wallets due to a fragmented process and a lack of comprehensive insights.

Personas:

User Summary: The user base of the Crypto Asset Portfolio Manager is composed of cryptocurrency enthusiasts, traders, and investors who are actively managing their investments in digital assets across various exchanges and wallets.

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UX Structure:

‍The revamped Crypto Asset Portfolio Manager will emphasize seamlessly integrating with the countless exchanges, wallets, and DeFi platforms users currently rely on to provide a truly consolidated view of holdings in one dashboard. Robust aggregation algorithms will compile, correlate, and process investment data from across platforms to offer comprehensive at-a-glance insights into overall portfolio performance, asset allocation, profit/loss per coin, emerging trends, and more. Personalized, actionable suggestions and notifications will be surfaced to users based on analysis of market movements and activity in relation to the specifics of their portfolio and past behaviors. These data-driven recommendations aim to enable users to optimize investments, capitalize on opportunities, and accelerate portfolio growth. The focus is on leveraging integrations and algorithms to transform raw data into simplified, meaningful insights tailored to each user.

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Results and Impact:

The enhanced Crypto Asset Portfolio Manager yielded tangible and measurable results during post-launch analysis:

Improved Portfolio Management:

  • Consolidated holdings from 5 exchanges & wallets led to 32% faster asset tracking.
  • Users took 23% more actions to optimize portfolio allocation.
  • Median time spent managing crypto assets declined from 2.1 hrs./week to 1.2 hrs/week.

Enhanced Decision-making:

  • Personalized recommendations led to 19% more trades within platform.
  • 14% average increase in returns reported from acting on data insights.
  • 73% of users said data helped them capitalize on more opportunities.

Increased User Satisfaction:

  • User satisfaction score rose from 6.4 to 8.9 out of 10.
  • Platform rating improved from 3.8 stars to 4.7 stars.
  • 47% more time spent actively using platform per user per week.

In summary, implementing a user-centered approach focused on consolidating, simplifying and personalizing cryptocurrency data yielded measurable improvements in key areas like portfolio management efficiency, informed investment decision making, and overall user experience and platform stickiness. This underscores the viability of the solutions implemented based on insights uncovered during the UX redesign process.

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Lessons Learned:

This comprehensive cryptocurrency portfolio management UX case study provided invaluable learnings that can inform future projects:

Importance of user-centered design - The project exemplified how placing users at the center of the design process through research, testing, and feedback dramatically improves product-market fit, utility, and satisfaction.

Value of tailored solutions - Rather than a one-size-fits-all approach, directly addressing users' unique pain points and behaviors within their specific crypto investing context was key to creating a stellar experience.

Power of collaboration - Close cross-functional teamwork between UX designers and engineering was critical for translating research insights into successful implemented solutions. Alignment accelerated development.

Benefits of continuous improvement - Post-launch monitoring of analytics enabled further refinements over multiple iterations that optimized the product. UX should be ongoing.

In essence, this project demonstrated how adhering to core UX best practices enables transforming unusable products into solutions that seamlessly fit into users' lives. The learnings will drive similar UX processes for future fintech innovations.

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