Zest Financial Crypto IRA

Use Case

Project Overview

Zest Financial Services is a concept designed specifically for UXR testing of a Crypto IRA product. My role involved creating the branding, tone, and user journey, as well as designing both the web and app interfaces. The focus of the project was to test the seamlessness of the client experience, from landing pages to key entry points, ensuring intuitive navigation and engagement with the Crypto IRA offering. Additionally, we wanted to assess how users navigated, understood the product, and ultimately opened a Crypto IRA account.

Problem Statement

Zest Financial Services required a modern, engaging user experience to effectively test how clients navigate a Crypto IRA product and how easily they could open an account. The challenge was to design a seamless and intuitive interface that simplified complex financial products while maintaining trust and clarity for users.

Objectives

• Develop a sleek and modern brand identity for Zest Financial Services that reflects financial innovation and trust.

• Create intuitive web and app interfaces focused on testing the user journey for a Crypto IRA product.

• Ensure seamless navigation and engagement from landing pages to key entry points.

• Test how users navigate, understand, and engage with the product, including the process of opening a Crypto IRA account.

• Optimize the user experience for clarity and ease during the UXR testing phase.

Research Phase

User Research and Testing

We conducted user research and testing to understand how users interact with Crypto IRA products, navigate the platform, and complete the process of opening an account. The goal was to ensure that users could easily navigate the platform, find key information, and open an account without confusion. Various user flows were tested to determine which resonated most with users and provided the simplest, most intuitive experience.

• Key Research Activities:

  • Conducted UXR tests on multiple user flows for the Crypto IRA offering.

  • Mapped user journeys to identify pain points and optimize navigation.

  • Tested how users understood and navigated the process of opening a Crypto IRA account.

  • Collected feedback on landing pages and user engagement to refine the design.

Design Approach

Branding and Identity

I developed a sleek and modern brand identity for Zest Financial Services that aligned with the concept of financial innovation. The color palette and typography were carefully chosen to create a tone of trust, reliability, and approachability, while ensuring the brand communicated financial expertise.

• Key Design Elements:

  • A modern, minimalist logo that aligns with Zest Financial’s forward-thinking approach.

  • A color palette featuring shades of blue and green, representing trust and financial stability.

  • Typography that is clean and legible, reinforcing the simplicity of the experience.

User Experience (UX) Design

The UX design focused on providing users with an easy and intuitive experience as they explored the Crypto IRA offering. I crafted user flows that guided clients seamlessly from the landing page to key entry points, while also ensuring the process of opening a Crypto IRA account was clear and straightforward. The goal was to ensure that users felt confident and informed as they interacted with the product.

• Primary Focus:

  • Simple, intuitive navigation from landing pages to key product areas.

  • Clear calls to action and easily digestible information to simplify complex financial products.

  • User flows optimized for testing, with clear paths guiding users through the Crypto IRA experience and account opening process.

Testing Conversion Flows

As part of the UXR testing, we developed and tested the conversion flows to determine what resonated best with users. This involved evaluating how users responded to different entry points and navigation styles, ultimately identifying the flows that led to higher engagement, clearer understanding, and smoother account opening experiences.

• Conversion Flow Highlights:

  • Optimized user flow based on feedback to ensure the simplest path to product conversion and account opening.

  • Refined onboarding and educational elements to enhance user understanding of the Crypto IRA product.

Conclusion

Through user-centric design and iterative feedback, Zest Financial’s Crypto IRA platform successfully delivered an intuitive and seamless experience for clients. The design system ensured scalability and consistency, while the UXR testing helped identify the most effective user flows, leading to a highly optimized product experience. The project not only tested how users navigated and understood the product but also ensured a clear and intuitive account-opening process, making it accessible and engaging for users.