Carlos HM

Contact me!

I'm actively looking for new challenges and projects, let's create amazing products.

Carlos
Hernández Mancilla

hi@carloshm.com

Linkedinlinkedin.com/in/carlos-hm

Punto Trader

A fintech app for managing your investment portfolio, buying and selling stocks in real time.

Project

Challenge

Punto Casa de Bolsa is Grupo Salinas' brokerage house at that moment Punto Trader was one the few fintech apps in Mexico. Punto Casa De Bolsa was focused in reaching the average (no financial) people and to introduce them into the financial world specially in the selling and buying of stocks.

Based on the objective the goal was to deliver the redesign of a unique and user friendly platform for users to feel at home and not scared by the “formality” of the financial world. Also illustrate the users that they can be partners and stakeholders of companies that they already know and trust.

Product

A unique and user-friendly platform for managing your portfolio, selling and buying stocks, and learning of the financial world. (iOS and Android)

I was in charge of the design of Punto Trader products and helped in some of the development.

Design

I was the only designer in this project so I was in charge from end to end.

Created the logo and visual identity, architecture, use cases, flowcharts, navigation map, UX hi-fi prototypes and UI design, and mico interactions.

Also generated digital mockups and materials for sales and marketing.

Development

Developed several sections of the company's website, onboarding and mailing.

Logotype and visual identity

Created the logotype and visual identity respecting “Punto Casa de Bolsa” ideals and colors, the logo represents a financial chart which value is growing. We wanted to communicate that the user and his investments will grow all together as well as “Punto Casa de Bolsa”.

Professional financial app made easy

“Punto Casa De Bolsa” portfolio managing platform designed for financial and non financial users. The best way to introduce yourself in the financial world.

Designed for everyone

The app is designed for average (non financial) public but also for experts in the financial world. That's why the main concept are the stock cards.

The first goal was to give value and respect the image of the companies. This will allow the users to identify the brand visually and relate the technical tickers and names of the different stocks with their image.

Trading stocks in the market is completely abstract, because all the transactions are done through the web and there is no fiscal product in exchange. That’s why making use of the analogy that you own the stock cards in your digital wallet help make more tangible the experience and give the users the true sensation of really acquired some stocks.