Role
Product Designer
Flink
Designing confidence for first-time investors entering the stock market
THE PROBLEM
Investing was accessible.
Confidence wasn't.
Flink was built to democratize investing by allowing people in Mexico to invest in U.S. stocks directly from their phones.
The platform successfully removed traditional barriers such as minimum deposits, complex financial processes, and institutional gatekeeping.
Many users were opening investment accounts for the first time in their lives.
They weren't comparing trading platforms. They weren't managing portfolios.
They were trying to understand whether investing was something they could actually do.
Users didn't know where to start
Financial terminology
Fear outweighed curiosity
DISCOVERY
Reduce decisions
Concentrate effort
The first action
Information needs throughout onboarding
TARGET USERS
Design Decision
Helps small business owners manage inventory and place recurring orders
Connects with thousands of retailers across Mexico, supporting the daily operations of convenience stores, corner shops, and local businesses.
How might we
→ How might we help first-time investors feel confident taking their first step?
→ How might we transform investing from something intimidating into something approachable?
→ How might we make financial concepts easier to understand?
→ How might we make financial concepts easier to understand?
01
Confidence Before Asking for Action
Users frequently encountered investment opportunities before feeling prepared to evaluate them.
Tradeoff
Adding educational support increased the amount of content within some workflows. However, user confidence improved significantly when context was provided before decision points.
02
Educate Inside the Workflow
Integrated education directly into moments where users needed it. Users could learn while investing rather than leaving the experience to search elsewhere.
Tradeoff
Required careful balancing between education and task completion. Too much information risked creating additional friction.
03
Simplify Without Hiding Complexity
Financial concepts were translated into accessible language while preserving transparency.
Tradeoff
Users gained confidence without losing trust.
DEFINE
Helps small business owners manage inventory and place recurring orders
Connects with thousands of retailers across Mexico, supporting the daily operations of convenience stores, corner shops, and local businesses.
store owners value speed, simplicity, and reliability.
Store owners value speed, simplicity, and reliability.
the experience should be optimized for reordering, not browsing
store owners value speed, simplicity, and reliability.
150+
Many place orders multiple times per week to restock their stores.
6
Order products regularly to maintain inventory and serve customers
18
Content
Many place orders multiple times per week to restock their stores.
store owners value speed, simplicity, and reliability.
Small corner stores
1 to 3 employees. Low digital maturity
Reorder, don't stop
4 to 10 employees. Use digital tools ocasionally
Distributors & Wholesalers
High order volume. More complex operations
Distributors & Wholesalers
High order volume. More complex operations
Distributors & Wholesalers
High order volume. More complex operations
Content
Content
store owners value speed, simplicity, and reliability.
Step-by-step flows that teach and guide users without overhelming them.
Learning moments embedded naturally within the user journey.
Recomendations based on user interests, goals and behavior.
Visual and simple explanations of perfomance risk.
Define
Helps small business owners manage inventory and place recurring orders
Connects with thousands of retailers across Mexico, supporting the daily operations of convenience stores, corner shops, and local businesses.
Store owners value speed, simplicity, and reliability.
Small corner stores
1 to 3 employees. Low digital maturity
Reorder, don't stop
4 to 10 employees. Use digital tools ocasionally
Distributors & Wholesalers
High order volume. More complex operations
Distributors & Wholesalers
High order volume. More complex operations
Small corner stores
1 to 3 employees. Low digital maturity
Small corner stores
1 to 3 employees. Low digital maturity
Small corner stores
1 to 3 employees. Low digital maturity
Small corner stores
1 to 3 employees. Low digital maturity
Define
Helps small business owners manage inventory and place recurring orders
Connects with thousands of retailers across Mexico, supporting the daily operations of convenience stores, corner shops, and local businesses.
FINAL EXPERIENCE
FINAL EXPERIENCE
1 to 3 employees. Low digital maturity
4 to 10 employees. Use digital tools ocasionally
High order volume. More complex operations
High order volume. More complex operations
FINAL EXPERIENCE
1 to 3 employees. Low digital maturity
4 to 10 employees. Use digital tools ocasionally
High order volume. More complex operations
High order volume. More complex operations
FINAL EXPERIENCE
FINAL EXPERIENCE
FINAL EXPERIENCE
1 to 3 employees. Low digital maturity
1 to 3 employees. Low digital maturity
4 to 10 employees. Use digital tools ocasionally
1 to 3 employees. Low digital maturity
High order volume. More complex operations
1 to 3 employees. Low digital maturity
High order volume. More complex operations
1 to 3 employees. Low digital maturity
1 to 3 employees. Low digital maturity
4 to 10 employees. Use digital tools ocasionally
Distributors & Wholesalers
High order volume. More complex operations