Investment Management
Merging Banco Familiar's banking app with its brokerage arm into one real-time, multi-currency view of a customer's total wealth.
Project overview
Two platforms, one wealth — finally in the same view.
Background. Banco Familiar sought to enrich its core digital banking experience with seamless access to sophisticated investment opportunities. Customers previously had to manage their primary banking and investment portfolios — the latter run by Familiar Casa de Bolsa — across separate, disconnected platforms. That fragmentation created real friction, hindered cross-selling, and kept customers from tracking their total financial health in one place.
Challenge. Design and integrate a comprehensive Investment Management module directly inside the Banco Familiar mobile app: securely displaying real-time investment data (capital and revenue) in both Guaraníes (₲) and Dollars, enabling effortless fund transfers for new investments, and supporting user-initiated redemptions — all while meeting the distinct operational, legal, and security expectations of both the bank and the brokerage.
Objectives
Unified financial view — one clear dashboard for total wealth, combining bank balances and investment performance in real-time, multi-currency format.
Drive investment activation — an intuitive, low-friction flow to add new funds and visualize potential earnings.
Enable seamless liquidity — a simple, secure way to request redemptions of capital and accumulated earnings, closing the loop between banking and brokerage.
Harmonize expectations & compliance — meet the technical, security, and reporting requirements of both institutions through close cross-functional work.
Team
1 Product Owner
1 UX/UI Designer
4 Backend Developers
2 Mobile Developers
2 QA Analysts
My role
Sr. UX/UI Designer
End-to-end UX/UI design
User testing
Timeline
3 months
About the bank
What Banco Familiar is
Banco Familiar S.A.E.C.A. is a key player in Paraguay's financial development, evolving from its founding in 1967 as Crédito Familiar to a full-service bank in 2009. Its mission is to be the preferred bank for individuals and SMEs by offering comprehensive financial solutions — savings, credit, and services — that build long-term relationships of trust, with a focus on efficiency, honesty, and transparency.
Context
Starting point
Disconnected financial ecosystem
Banking and investments were siloed across separate apps. Users lacked a unified view of their wealth, resulting in a poor mental model and frequent confusion.
High friction in fund allocation
Investment transactions were manual and cumbersome, requiring inter-platform steps or call-center help — severely inhibiting new investment activation and repeat funding.
Investment visibility & clarity gap
No real-time, multi-currency dashboard. Lacking immediate performance visibility in both ₲ and USD made the investment product opaque and undermined trust.
Existing screens
Initial premise
Three constituencies, one release window.
User's perspective
Ease the understanding of the product & deliver delight.
Business
Drive higher user engagement and transactions.
Tech
Seamlessly incorporate complex animations.
Process
Bridging a bank and a brokerage without breaking either one's rules.
Our strategy for digitally integrating the banking and brokerage platforms was defined by close collaboration and a commitment to a transparent, low-friction financial experience.
Deep discovery & problem validation
Combined internal data analysis with stakeholder workshops across both Banco Familiar and Familiar Casa de Bolsa to quantify the friction caused by the fragmented ecosystem — validating the siloed apps, manual transfers, and missing multi-currency dashboard as the core issues.
Cross-functional design & iteration
Ran joint design sprints with Engineering, Compliance, and Business from both institutions to validate every step of the investment flow — from adding funds to redemption — against strict joint regulatory requirements, then rapidly prototyped a single unified flow.
User-driven strategy & multi-currency focus
User journey mapping surfaced a need for absolute clarity and trust in investment reporting. That insight drove the dashboard's real-time, multi-currency (₲ and USD) display of capital and revenue — the detail that made the product feel transparent and integrated into a customer's total financial life.
Deliverables
Product features
Investment
Dashboard update
Add new funds
Retrieve funds
Result
One wealth view, trusted by hundreds of thousands.
The integrated investment module reached over 300K target users, with more than 29% new-investor activation following launch — evidence that a transparent, unified view of capital and revenue was enough to move customers who had never invested through Banco Familiar before.