Trial Funds
Design
End-to-end design of a $10,000 virtual trial-funds product — transforming a compliance requirement into a flagship acquisition lever.
Led the UX/UI design for a Trial Funds system — a financial incentive tool for attracting new users to the trading platform. The project focused on simplifying the user journey from claiming vouchers through active trading, transforming what started as a compliance requirement into a flagship acquisition lever.
Role & responsibilities
End-to-End Lifecycle Design
Designed the complete Trial Funds lifecycle — from distribution and claiming through expiration — across mobile and desktop.
Cross-Functional Collaboration
Partnered with Growth and Trading teams to align incentive mechanics with platform activation goals.
Interface Design
Designed the Reward Center hub, Voucher Cards, Usage Flow, and all supporting notification states.
Strategy & Validation
Defined success metrics upfront and tracked activation rates post-launch to validate design decisions.
What we set out to achieve
Increase Activation Rate
Increase the percentage of users who successfully claim and use trial funds to execute their first trade.
Simplify Complex Rules
Make complex financial rules — expiry dates, eligible assets, trade minimums — understandable at a glance.
Cross-Platform Consistency
Maintain a consistent Trial Funds experience across iOS, Android, and Web platforms.
Understanding the landscape
Key Insights
- →Users were confused about where to find their trial funds after receiving them — no unified home.
- →Expiry anxiety caused users to abandon funds unused rather than risk a 'wrong' trade.
- →Progress indicators were absent, leaving users unsure how close they were to unlocking rewards.
Key Findings
- Users were confused about where to find their trial funds after receiving them — no unified home.
- Expiry anxiety caused users to abandon funds unused rather than risk a 'wrong' trade.
- Progress indicators were absent, leaving users unsure how close they were to unlocking rewards.
Design decisions
Reward Center — Unified Hub
A centralized Reward Center categorises vouchers into Available, In Use, and Expired states with instant visual feedback upon claiming or activating funds.
- Three clear states: Available, In Use, Expired — no ambiguity about fund status.
- Instant visual feedback: Claiming a reward triggers an animation confirmation.
- Balance prominence: Trial Funds balance displayed as the hero element.
Voucher Cards & Usage Flow
Voucher Cards feature visual hierarchy emphasising fund amounts and asset types. Trial funds automatically apply during eligible trades via a toggleable feature, with settlement notifications displaying profits generated.
- Contextual 'How to Use' tooltips: Inline guidance removes uncertainty about eligible trades.
- Auto-apply toggle: Trial funds apply automatically when eligible — zero friction.
- Settlement notification: Shows profit generated using trial funds after each trade.
Supporting Features
A dedicated 'My Vouchers' page, trading interface balance reminders, and expiration alerts encourage timely utilisation before funds expire.
- Expiry alerts: Push notification 48h before trial funds expire.
- Balance reminder in trade UI: Subtle reminder that trial funds are available.
- My Vouchers page: Full history of all claimed and used vouchers.
