ETF Journey
Redesigning a streamlined Trading Storyline Around a New Product
Scope
Integrating a new ETF product into the trading platform became an opportunity to rethink the entire user journey — from discovering and understanding the product to evaluating, trading, and managing it.
The scope went beyond adding new ETF-specific features. We restructured the experience across the platform and designed a coherent flow concept of new and existing touchpoints, tools, and interactions. The goal was to create a more engaging, intuitive, and streamlined journey for ETF investing from first interaction to trade and beyond.
The work began with service design approaches like broad field research, touchpoint evaluation, information architecture, user flows to classic UX/UI design for feature concepts.
WCAG 2.2 Digital Accessibility Requirements Overview

Process
Research & Analysis
To define the future ETF experience, we explored the broader investment landscape, analyzed competitor approaches, and identified emerging UX patterns and best practices across financial platforms and beyond.
The research focused on understanding how leading products simplify complex investment decisions, communicate financial information in an engaging way, and guide users through the journey from discovery to action. We uncovered innovative opportunities for possible features and tools for ETFs and saving plans like questionnaires with product recommendations, product search/explore, calculators, simulators and forecast visualizations.
Evaluation of External ETF Touchpoints

Evaluation of External ETF Touchpoints

Evaluation of ETF Landingpage

Process
Research & Analysis
The existing ETF consumer experience was analyzed to identify obstacles and barriers and to understand how the ETF product could be integrated seamlessly into the current ecosystem. We examined key entry points, user flows, and the overall product structure to identify opportunities and potential improvements.
This analysis provided the foundation for defining where and how ETF-related features could be introduced while ensuring a coherent and intuitive experience across the platform.
WCAG 2.2 Digital Accessibility Requirements Overview

WCAG 2.2 Digital Accessibility Requirements Overview

Process
Concept
Based on the research insights, we developed a structured customer journey for the whole ETF experience in close collaboration with development and product management.
This process started with a low-fidelity journey concept to define the overall flow, key interactions, and strategic touchpoints. This foundation was then refined into a more detailed experience map, incorporating early concept ideas and wireframes for ETF-specific tools and features like a Wizard for product exploration and a Simulator for ETF/saving plans, a to-do list for starting trading, a step-by-step ETF guide and a separate ETF area with helpful information and overview.
Color Changes – Dark & Light Mode

Color Changes – Dark & Light Mode

Color Changes – Dark & Light Mode

Process
Iterate & Define
Following the evaluation and alignment of the new storyline with the executive board and management, the concept was gradually translated into the existing app experience.The first phase focused on establishing the core functionality required for ETF trading. This included UI concepts for integrating the new asset class across key areas of the platform, as well as the ETF search and single ETF product pages.
Color Changes – Dark & Light Mode

Color Changes – Dark & Light Mode

Solution
Define & Rollout
After alignment and iteration loops, the core ETF features were integrated into the app. We finalized the designs templates and worked closely with developers throughout implementation, refining interactions and details to ensure a consistent and seamless experience across the platform.
Conclusion
Learnings & Impact
The introduction of a new ETF product became an opportunity to rethink the entire journey across key touchpoints, from product discovery and exploration to trading. By combining research, service design, and UX/UI design, we developed a holistic experience concept that seamlessly integrates ETF-specific features into the existing platform.