Diseño Web y UX
Investia IAdvisor
Why do so many people want to invest… but never take the first step?
Not because they don’t have the money.
More often, because they don’t feel ready. Everything sounds serious, final, and a bit overwhelming.
InvestIA created a solution to that exact moment of hesitation.
Un private platform for new investors, designed to help them understand what investing means before asking them to commit to anything. The goal wasn’t to push decisions, but to remove doubt.
Services:
• UX Design
• Product Strategy
• Interface Design
Industry:
• Fintech
• Investment
The team:
• Business stakeholders
• Finance stakeholders
• Product management
• Engineering
• UX leadership and team
• Design system specialists
Year:
2022
What is Investia
InvestIA works as an entry point.
A place where first-time investors can explore, learn, and build confidence at their own pace.
Instead of leading with performance charts or complex options, the platform focuses on explanation, timing, and trust. Users are guided through the basics in a way that feels calm and deliberate, closer to a conversation than a transaction.
Project overview
The team behind InvestIA had a clear concern:
new investors were interested, but many never moved forward.
Early feedback showed the same pattern again and again. People felt unsure. They didn’t know where to start, what was expected of them, or whether they were “doing it right”.
The challenge wasn’t adding more features.
It was creating a space that felt safe enough for someone to begin.
Scope of work
The project focused on reducing early friction.
That meant rethinking how information was introduced, how decisions were framed, and how much was shown at each step. Instead of presenting everything upfront, the platform reveals content gradually, allowing users to absorb information without pressure.
Language was kept simple and direct. Screens were intentionally quiet. Every element had a reason to be there — or it wasn’t.
Design and build evolved together, adjusting as real constraints and business needs became clearer.
Final result
What came out of the process doesn’t feel like a typical investment product.
After launch, InvestIA was opened to a first group of users, most of them new to investing. Over time, several hundred people completed the onboarding experience, spending more time than expected exploring educational sections before making any decisions.
Support questions around “where do I start?” dropped noticeably.
Users weren’t rushing — and that was the point.
By giving people space to understand before acting, the platform helped reduce uncertainty and increase confidence. Not by persuading users, but by letting them move forward when they felt ready.
Why this matters
For first-time investors, confidence is part of the product.
This project reinforced something simple but often overlooked:
when people feel informed, they stay longer.
When they stay longer, they trust more.
And trust changes how decisions are made.