Interactive Investor
2025
Designing a personalised investment experience
I designed and prototyped a personalised finance dashboard and an investor insights experience to enhance personalisation and drive greater engagement with financial products.
Overview
Personalising the investment experience
This internship project explored how personalisation could increase engagement across the Interactive Investor website and app. As project lead, I guided the UX research, design, and prototyping process, working with three other interns to develop two personalised experiences: a redesigned finance dashboard and Investor Insights, a data-driven feature inspired by Spotify Wrapped for investments. The final concepts were fully prototyped by myself and presented to the executive board, including the CEO.
The Problem
What personalisation can ii implement across the app and website to increase engagement with our products from existing customers?
Existing interactive investor dashboard
Research
Gathering insights
Competitor analysis revealed a gap in the market for personalised investing experiences. Existing platforms offered limited tailored content and insights, creating an opportunity for Interactive Investor to better engage customers.
Competitor dashboard analysis
Competitor annual summaries analysis
User research
I helped design and distribute the customer survey, gathering insights from 164 existing users. We found that although personalisation is present, there is still room for improvement, with customers rating their current experience 3.3/5.
Users want clearer investment insights
Customers need simpler ways to understand portfolio performance and progress.
Personalised content drives engagement
Users want relevant articles and insights tailored to their investments.
Managing investments should feel simpler
Customers want an easier way to manage and track their watchlists.
Ideation
Exploring dashboard concepts
I developed three dashboard wireframes to explore different ways to organise personalised financial information. Preference testing with 31 users helped identify the most valuable content and informed the final dashboard structure.
Dashboard wireframe varients, with layout 2 receiving the highest preference (48%).
User rankings helped define the dashboard content hierarchy and prioritise the most valuable features.
Solutions
Personalised finance dashboard
The redesigned dashboard provides users with a clearer overview of their finances by combining personalised insights, portfolio performance, and relevant content into a single experience. The structure was informed by user testing to prioritise the information customers found most valuable.
Website dashboard
Mobile dashboard
Investor Insights
Inspired by Spotify Wrapped, Investor Insights transforms users’ investment data into a personalised storytelling experience. By highlighting portfolio milestones, performance trends, and key behaviours, the feature aims to make investing feel more engaging and rewarding.
Investor Insights happy path
Investor Insights unhappy path
Measuring impact
The solutions received strong positive feedback and helped shape conversations around personalisation within Interactive Investor. The project informed future thinking around both the dashboard experience and the potential implementation of Investor Insights. This became one of my most impactful contributions during my placement.
Smashed it.
CEO
Richard Wilson
