Redesign
Aggregator ion
In 2023, I led the redesign of the Ion aggregator page at Itaú, bringing all investments into a single, unified view. The project made portfolio analysis clear and intuitive, with charts and segmentation that simplify visualization and tracking, positioning Ion as a complete financial management hub.
Architecture
Effortless.
Simple.
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Explore the Details
Undestanding
Pain Points and Opportunities
Repositioning Ion’s Value. Clients see Ion merely as a portfolio aggregator, which underutilizes its potential. Integrating it with Open Finance and Advisory transforms Ion into a comprehensive financial management hub, expanding its strategic value and relevance.
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Improving Access to the Aggregator. Currently hidden within an accordion, the aggregator creates friction in the user journey. Making it more visible enhances usability and empowers clients to easily compare and analyze their portfolios.
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Strengthening Client Autonomy. The lack of error feedback (e.g., connection issues, token insertion, outdated portfolios) hinders the experience. Enabling self-resolution flows reduces friction, builds trust, and creates a smoother digital journey.
Discovery
From research to high-fidelity.
A complete design journey.
In the prototype experiment, I queried users about their preferences between the two versions. The focus was to understand the reasons that would influence their choices.
In the conclusion of the analysis, it became evident that users appreciated a fusion of the features from both prototypes.
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