Investments section redesign — Román Paparella

Context

Zurich offered a range of investment products within its digital ecosystem.

However, the section had comprehension problems, making it hard for users to understand the available alternatives and make informed decisions.

The main problem wasn't usability, but the lack of information needed to make decisions.

Original design of Zurich's investments section

Goals

Improve understanding of investment products
Make it easier to compare options
Guide decision-making
Create a clearer, more trustworthy experience

My role

I joined the project once the initial research and a first architecture had already been defined.

My job was to take that foundation to a clear, usable, testable final experience, focusing on the interface, information hierarchy, and the functional prototype.

Evolving wireframes into high-fidelity visual design
Redesigning the experience around research insights
Improving hierarchy, clarity, and scannability of information
Incorporating a library that renders charts from JSON
Adapting the experience to mobile
Building a front-end prototype for validation

Proposal

The new experience reorganizes information around decision-making:

A clear view of the investment's current status
Visualization of evolution and performance
Comparison between key values
Access to detailed information without overloading the interface
Better navigation between sections

Redesign: from the original view to the individual account balance

Mobile adaptation of the investments section

Validation with an HTML prototype

The final round of user testing was done with an HTML mockup, since the different features and the dynamic chart evaluation couldn't be done with traditional tools like InVision or Figma.

This made it possible to properly validate:

Understanding of charts
Interpretation of metrics
Navigation between sections

View prototype

Impact

The new design and user testing produced the following results:

All users found the information they were looking for
Significant improvement in data comprehension
High satisfaction compared to the previous version
Greater clarity when reading metrics
Increased confidence in making decisions