Client
Merlin Investor
Industry
Fintech
Year
2022
Methodology
Agile
Role
Lead product designer
Activities
Market research
Product strategy
Brand strategy
Branding
Illustration
UX design
UI design
Team
Project manager
Design director
Lead product designer
Brand designer
Full-stack developer
Back-end developer
Front-end developer
Studio
Notomia
Touchpoints
iOS
Android
Desktop
Deliverables
App mobile
Web app
Brand guidelines
Design system
Merchandising
OUTCOME
To help and encourage younger users to plan their investment strategy, Merlin app and dashboard provide highly customizable digital workspaces, combined with real-time analysis from over 20 external data sources—including stock market data, ETFs, bonds, crypto exchanges, NFT marketplaces, and platforms like Twitter and YouTube— that ensures users have access to a powerful suite of tools for tracking, comparison, inspiration, and education.
CUSTOMIZATION
Customization is a core element of both the app and dashboard. In Merlin users can access a store with over 40 widgets of varying complexity, enabling investors of all experience levels to build a customized workspace.
This flexibility goes even further, allowing users to move, resize, add, and remove widgets within their workspace while also tailoring each widget to match their specific investment preferences.
VISUAL LANGUAGE
Merlin’s brand strategy is crafted to resonate with Gen Z users, introducing an identity system that embodies its mission to bring order to financial chaos.
This vision materializes through a visual language where bold, unconventional illustrations echo the forms of financial charts and data representations, transforming complex market dynamics into an accessible and engaging narrative.
MERCHANDISING
Merlin’s brand strategy extended into physical experiences with three curated subscription boxes, each tailored to a membership tier and filled with branded gadgets. This approach reinforced user engagement, turning subscriptions into a more immersive and rewarding experience.
IMPACT & NUMBERS
Merlin Investor empowers a new generation of users to confidently navigate financial markets, transforming complexity into clarity. Its personalized experience drive financial literacy and sustained user engagement, positioning Merlin as a strategic asset for business growth.
40+
widgets
10+
type of assets
20+
sources of data
50+
illustrations
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