Investment Business
Year
/
2024/Now
Client
/
UnitPlus
Putting idle company cash to work, without locking it away.
UI/UX Design
Project overview
UnitPlus Business helps companies invest idle cash in interest-earning, bond-based products, while keeping the money easy to access when the business needs it. The persona was clear from the start: a busy CFO or treasury manager who wants to manage company money more efficiently, without tying up liquidity.
Chalenges
Business investing comes with strict financial regulation, and most of it lands on onboarding. Every required step was a potential drop-off point for someone with little time to spare. After onboarding, a second challenge followed: helping treasury teams make confident decisions. They needed to understand each product, and to know at any moment how much of their money was available and when.
Approach
1. An onboarding that respects their time. Regulation set the steps; design set the experience. We broke the process into small, focused steps with clear language, so finance teams always knew what was needed and why. 2. Products explained, not just listed. Each product shows what matters to a treasury decision: [returns, term and risk], in plain terms. 3. Liquidity always in view. Liquidity features show each company where it stands: whatโs invested, whatโs available and when funds can be accessed. That turns investing from a commitment into a flexible tool.
Key decisions
1. Balance and return, side by side. We kept total balance and return side by side instead of combining them in one view, which risked confusing the two. Treasury teams can see at a glance what they hold and what it has earned. 2. Onboarding in modules. Regulation made onboarding long, with many detailed questions. Instead of one long form, we split the flow into modules. Each module opens with what to expect and how long it takes, and progress is saved so teams can stop and pick up later. Drop-off fell by 30%.
What I learned
