FinTech - SaaS

Stori Inversión+: Easy Finance For Everyone

Investment for everyone, grow your money without being an expert.

Investment for everyone—no expertise needed. Strengthen the value prop with simple, rewarding time-locked savings: longer terms, better rates, and clear early-exit rules. Considering that the Mexican segments of ABC offer frozen money starting at $100mxn (us$5)

In a context of falling interest rates

By communicating in simple and straightforward language, users will quickly understand the financial terms of Fixed Term.

Results

The team

Defining top 3 challenges identified by segment.

NPS and Call Center: Helped us identify concerns and frustrations like:
- "Yield is not attractive",
- "Deposit limit is not enough" or
- "Transfer does not arrive quickly".
Interviews with Users: It revealed which were the pain points and their main doubts:
- "What if I need me money?",
- "Can I withdraw my money?",
- "What are the benefits of investing?".
Increase Confidence: Surveys revealed a lack of confidence in the entity.
- "What will happen to my money?",
- "Is Stori 100% secure?" and
- "Is my money protected?"

STEP 01

We created a first version to test with users

During the design process, we focused on the key user needs, using the JTBD framework.

First Insights

Design System

The components of our Design System did not collaborate to improve usability and reliability of a critical JTBD

STEP 02

We iterated again and launched the MVP version

We deployed the MVP version with events in Amplitude, guaranteeing not only its launch, but also the measurement of conversion and impact.

Iterations according to metrics: 477% conversion rate

By quickly identifying the conversion problem and talking to users, we iterated the flow and improved 477% versus the first week of launch.

CUSTOMER LOVE

We improved confidence in Stori with 17%+ in our NPS.

The impact on our users was greater than expected. Content creators talked about our significant improvements.

AWESOME EVOLUTION

A great evolution with Stori Investment

The user can enable a metal or plastic card. All additional cards have digital cards.

Amazing results in 12 months

477%+ activation explosion

In 3 months vs initial week.

318%+ Average balance

From the initial week.

-8% Churn

In the first week of Inversión+

We make possible,
What seems to be impossible

Stori Inversión+ Case Study: +477% Activation

Democratize returns with easy, guided investing and time-locked accounts. Offer tiered yields, goal-based locks

Karta App Case Study: Premium Credit Card UX

Product design for Karta's premium credit card app. WhatsApp concierge integration, investment-backed payments, and 85% lower fees.

Karta Card Design Case Study: AI Metal Credit Card

Industrial and brand design for Karta's physical credit card. 17g metal card with AI features and premium finish.

Legalario Case Study: 99% E-Signature Completion

Product design for Legalario's electronic signature platform. Achieved 99% completion rate, +24% NPS, 4 biometric models and iBeta.

Legalario Emails Case Study: Electronic Signature for anyone

Email redesign for Legalario's e-signature platform. Previous emails looked like spam. We redesigned invitations, reminders, and confirmation

Truora Report Case Study: -50% Reading Time

Design case study for Truora's background check PDF report. Redesigned for non-technical users. Results: -50% reading time, +85% satisfaction

Truora TruConnect Case Study: WhatsApp Onboarding MVP

MVP for Truora TruConnect — a WhatsApp-based onboarding tool with chatbot conversations and biometric verification. Built MVP in 3 months

Yaydoo Design System: +40% Productivity in 3 Months

Design system for Yaydoo. Organized 6+ products with brand and usability inconsistencies. Built Grill Design System with engineering team.

Yaydoo porCobrar: +40% New Users in 1 Week

UX redesign for Yaydoo porCobrar, a 2-year-old financial logbook product. Improved user experience drove +40% new user growth in one week.

Yaydoo Vendorplace: 2× User Registrations

UX optimization for Yaydoo Vendorplace during product-market fit phase. More than doubled registered users and improved retention by 15%.

Stadio Case Study: Apple Watch Running App

Product design for Stadio, a social running app for Apple Watch. 30% new runner adoption in two weeks during the pandemic.

RebajaTusCuentas: +300% Growth, 3 Countries

PropTech product design for RebajaTusCuentas, a mortgage comparison platform. Full UX redesign drove +300% growth and expansion from Peru

mipOS Dark Kitchen: +400% Productivity

FoodTech product design for mipOS Dark Kitchen. Consolidated 40+ tablets from Uber Eats, Rappi, and Didi Food into one screen.

mipOS Restaurant POS: 70% Conversion Rate

POS system design for the next generation of restaurants. Modern point-of-sale supporting legacy operating systems.

mipOS Kiosk: +155% Conversion Optimization

Self-order kiosk design for fast food restaurants. Optimized the ordering and delivery flow by 155%. MVP built in 6 weeks.

Spotfinder: +142% IoT Hardware Activation

IoT product design for Spotfinder's parking hardware and app. Full redesign of hardware device and mobile application. +142% user activation and brand adoption growth.