Empowering Investors Through A Smarter ETF Filter

Type
Financial Web App Design
Timeline
12 weeks
Role
UX & UI Designer
Team
3

Overview

The new ETF filter was designed to simplify the product browsing experience, helping users identify and compare ETFs in a data-dense environment with ease.

My approach

  • Conducted a competitive analysis across industry-leading ETF providers to better understand the ETF landscape and identify key gaps and opportunities.
  • Distilled findings into key guiding principles: interactivity, clarity, trust, and mobile continuity. Additionally, created high user-impact assumptions to inform both early design decisions and future research.
  • Tested early hypotheses around user wants and needs such as: filter complexity, investment goals and data preference, through user interviews and moderated usability tests. These informed key design patterns around data hierarchy and filter interaction.
  • Reimagined the ETF searching experience by creating a streamlined, intuitive interface that balances quick scanning with progressive data exploration. Key patterns included improved navigational flow, clearer hierarchy, modular filter behavior, and subtle, responsive microinteractions.
4 mobile screenshots of ETF screener prototype

Result

Reception was positive, with users specifically noting the clear, on-brand redesign and ease of use. Upon re-testing, the usability test had a success rate of 100% compared to only 20% previously, greatly improving the find-ability of products in the table.