Design transformation to scale this fintech SaaS beyond 40,000 customers
Executive summary
Atominvest's award-winning enterprise asset management platform already powers $1+ trillion in assets across 20,000 global companies. But to scale beyond 40,000 users, they faced critical experience challenges.
Role
Partnering with a head of product to:
Create a scalable design system to accelerate feature releases, reduce rework and development debt
Redesigned core workflows to enhance customer satisfaction
Established UX foundations to support their expanding customer base
Outcome
Atominvest now serves 100,000 customers, covering $5 trillion in AUM. The design system and modernised UX supported this major growth phase, with users providing extensive positive feedback post-rollout.
Scope
Prototyping
UI
Branding
Conversion optimisation
Strategy
Design systems
Product design
Two views, seamless UX
There were 2 sides to this product, the admin and customer views. Here's the customer dashboard.
Consistency increase user satisfaction
With beautiful spacing, charts and consistent colour palette.
Simplifying complex user flows
We overhauled some areas like tasks to make them look less daunting. Breaking complex, custom processes into a seamless, stepped UI
Building Figma assets for scale
To ensure future consistency we built versatile table components in Figma. Filters, sorts and 20 different column types all controllable with simple toggles.
Empowering power users
The admin UI is aimed at power users, so we compressed spacing without compromising usability
Making navigation easier to use
Whilst still ensuring a consistent approach to global elements like headers, icons, toggles and logos.
Speeding up development cycles
To make development faster and to provide a seamless UX we created a powerful design system with 1000's of elements.
