Joanne Lopez
Trikl’s mission is simple: automate savings and investments so users can build wealth effortlessly by turning everyday saving into consistent financial growth
Client:
Trikl
My Role:
Product Designer
Year:
2023
Service Provided:
Product Design, Mobile Design
The Challenge:
Despite the surge in mobile wallets and rising financial inclusion, first-time investors continue to face significant barriers. Two stood out most clearly: existing platforms are overly technical and intimidating, leaving new users overwhelmed, and there is a lack of understanding about mutual funds, their benefits, and how they actually work. For Gen Z and Millennials, who value speed, simplicity, and transparency, these gaps created hesitation and discouraged long-term wealth building.e saw a massive opportunity to turn these barriers into building blocks.
Quantitative: Competitive analysis
Competitive analysis was carried out to understand the strength, weaknesses, similarities and differences between competitor pizza apps. My: competitive analysis produced the following insights
User Persona: Explored motivations, fears, and habits of potential investors:
To better understand the needs of first-time investors, we explored the motivations, fears, and habits of our target users. A recurring theme was aspiration: people wanted to be more financially literate, grow their money, and build stability, but they didn’t know where or how to start. The fear of losing money, combined with confusing jargon and a lack of trustworthy guidance, often led to hesitation or complete avoidance.
Ideation:
With my research findings and user personas in mind, I entered the ideation phase with the goal of generating as many solutions as possible. At this stage, I deliberately set aside feasibility to encourage divergent thinking and ensure that no potential idea was overlooked. Every pain point identified — from confusing interfaces to lack of education and trust — became a starting point for brainstorming possible features and flows.
Information Architecture:
After gathering insights and ideating potential solutions, I created a flow chart that mapped out the app’s navigation and information hierarchy. The purpose of this flow was to simplify the user’s journey from onboarding to investment, ensuring that every step felt intuitive and frictionless. focused on minimizing decision fatigue by streamlining choices and reducing unnecessary steps. This hierarchy provided a blueprint for balancing functionality with simplicity, helping users feel guided and supported rather than lost in complexity.
Low-fidelity wireframe
My wireframes were directly informed by the competitive analysis. While many existing apps overloaded users with too much information upfront, I deliberately leaned toward simplicity and progressive disclosure showing only what users needed in the moment. Once I had defined my user flow, I explored what the layout would look like. These are some of the explorations I did with my wireframing. My competitive analysis produced the following insights:
High-fidelity Design
I wanted to make sure the app's UI was consistent so I created the design system
