→ Back to Selected Work https://luisoctavio.design/

<aside> ⚡

Impact Snapshot

Shifted from unguided choice to behaviorally guided investment

The experience evolved from a static list of funds to a contextual decision architecture aligned with financial education goals.

A non-guided investment listing became a structured, data-driven investment journey designed to educate and progressively diversify users.

• Increased early monthly deposits by X%
• Reduced concentration in the conservative strategy by ~X% </aside>

New Investment Dashboard

🧭 Project Overview

🎯 The Challenge

🚀 The Outcome

🧠 My Approach

📦 Key Deliverables

<aside> 🔎

Reflection ****

Financial education must be embedded in interaction design, not static content.

Users progressed when learning was tied to milestones.

Decision architecture influences capital allocation behavior.

Small structural changes shifted AUM distribution significantly.

Cross-functional alignment is critical in regulated products.

Balancing behavioral design, legal compliance, and backend logic required structured facilitation, not just UI design.

</aside>

→ Back to Selected Work https://luisoctavio.design/