Case Study
Omega Suite – Reinventing Financial Intelligence for Everyone
Designing an AI-powered investing platform with a premium, user-personalized experience.
Under Development
Client
Analytical Investments LLC
Duration
6 Weeks
Role
End-to-End UI/UX Design & Product Experience Strategy
Platform Type
AI-Integrated Web Application (Finance + Education + Trading)
Scope
Research, User Flows, Wireframes, High-Fidelity UI, Onboarding, Personalization, AI UX, Learning Modules, Design System, Handoff
Project Summary
We were brought on to define and design the product from scratch — from onboarding to AI interactions to trading insights — while ensuring a visually premium, intuitive, and modern experience.
Scope of Work
- End-to-End UI/UX Design
- Personalized User Onboarding
- Payment + Subscription Flow
- AI Assistant UX (Omega AI)
- Learning Platform UX
- Trading Tools Interface
- Data Visualization + Graphs
- Component Library + Design System
- Accessibility and Personalization Features
- Handoff Documentation + Developer Collaboration
Design Goal & Challenge
Challange 1
Complex Data, Simple Experience
Users needed a single place to understand markets, learn finance, and interact with AI — without cognitive overload.
Challange 2
Speak to All Levels
The platform had to cater to both novices and professionals. We needed a flow that could assess skill levels and adapt content dynamically.
Challange 3
Compete on Premium Visuals
Omega Suite had to stand out among dull, cluttered finance tools with a modern, clean, and emotionally resonant aesthetic.
The Design Process
We followed an agile, sprint-based design process rooted in Design Thinking to ensure usability, clarity, and user delight.
Experience Highlights
We followed an agile, sprint-based design process rooted in Design Thinking to ensure usability, clarity, and user delight.
Onboarding Flow:
Personalized From the Start
- Sign-up captures financial confidence, goals, and topics of interest (e.g., crypto, mutual funds)
- Customizes the dashboard content and AI tone
- Users choose if they want learning, alerts, or weekly recaps
Home Dashboard:
Real-Time, Real-Smart
- US / Global market toggle
- AI-generated daily market summary
- Watchlist with per-stock AI ask button
- News, equity graphs, sector breakdown
- Embedded learning snippets + updates
- Unified Omega AI button for intelligent queries
Omega AI UX:
Ask Anything, Get Smarter
- Floating assistant with full context awareness
- Can explain watchlist items, macro news, or suggest next learning module
- Sidebar stores chat history and gives AI answer customizations (length, tone, format)
Learning Page:
Coursera-Style, But Simpler
- Track progress through video courses
- Module + Chapter layout
- Read-and-scroll design with key takeaways
- Real-time progress bar
- “Continue Where You Left Off” memory
- Courses authored by finance experts
Personalization Settings:
The App Adapts to You
- Customize AI tone, response length, financial tone (simple vs. advanced)
- Control dashboard views: minimal, full, or focused
- Tell the AI your profession → tailored answers (e.g., “I’m a software engineer”)
- Set learning mode preferences
Trading View Page
- Clean, minimalist display of real-time signals
- Ideal for semi-pro users
- No fluff, just focus
Results & Outcomes
Streamlined first-time user journey from landing page → payment → personalized dashboard
Visual design praised as“better than anything currently in the market” by stakeholders
Full design handoff with zero friction in development phase
Platform built to support thousands of concurrent users with future-proof layout
“We wanted this to feel like the Apple of finance. Your work nailed it — modern, beautiful, and user-first.”
— Client feedback, Analytical Investments LLC
Gallery
What We Loved
Omega Suite was a chance to design without limits — blending AI, education, finance, and personalization into one cohesive platform. We especially loved crafting onboarding and AI flows that feel human and empower users to explore investing with confidence.