Designing clarity for 110,000+ investors to interact with their financial future

Finax is the largest robo-advisor in Central Europe, regulated by the National Bank of Slovakia. When I joined in 2022, the platform had ~40,000 active clients with data-heavy screens that were not data-clear, and navigation that had grown organically until it no longer matched how users actually moved through the app.

As the sole designer on a development-heavy team, I was responsible for redesigning the app header, tab bar, user menu, profile switching, and transaction views, while simultaneously designing and integrating a brand new life-insurance product journey into the existing experience.

I audited action frequency, discoverability, and hierarchy across all 6 areas, then restructured the tab bar and user menu so the mental model matched actual usage. The life-insurance product was designed using the same patterns and visual hierarchy as the existing app, so existing users could navigate it without relearning. Every decision was validated with stakeholders on a live platform before shipping.

The platform scaled from ~40,000 to 110,000+ clients during the engagement, with 6 core areas redesigned and 1 new product launched without disrupting existing users.