Designing a compliant and seamless trading experience for Australian investors
My Role
Product Design, User testing, Strategy
Team
PM, Business, Developers
Regions
APAC & ME
Overview
The goal was to launch a Crypto & Share Dealing experience tailored to the Australian market, allowing users to access and manage their investments in one platform.
The challenge was to address local compliance and tax requirements while delivering a clear, consistent, and intuitive experience across onboarding, trading, and portfolio management.
The Challenge
How might we adapt the existing investing experience for Australian users while simplifying onboarding, meeting local regulatory requirements, and making share and crypto trading intuitive?
Understanding the Requirements
Rather than starting from scratch, I reviewed the existing Singapore Crypto & Share Dealing experience and assessed what needed to change for the Australian market.
I evaluated the existing product flows against Australian market, product, and compliance requirements, focusing on adapting the experience while maintaining consistency and usability.
User onboarding requirements
Understanding the information and verification steps required for account setup.
Tax and compliance needs
Reviewing Australian regulations, disclosures, and tax-related requirements.
Trading behaviour
Understanding how users explore, buy, and manage investments.
Market access
Identifying supported exchanges, currencies, and trading limitations.
Reporting and documentation
Reviewing statements, tax reports, and required client documents.
Product localisation
Adapting the experience for Australian users, regulations, and market standards.
Early Launch Insights
After launch, we tracked how users moved through the app — from signing up to making their first trade.
Out of 671 users, 480 (72%) were active in the app. But only 82 finished account activation, 11 added funds, and 6 made a first trade.
This drop was expected. It's a regulated product, so identity checks and financial disclosures add extra steps early on. The biggest drop happened between "active" and "activated" — so that became our top area to improve next.
Outcome
The project successfully delivered a streamlined Crypto & Share Dealing experience tailored for the Australian market. By simplifying onboarding, integrating compliance requirements into the user journey, and creating an intuitive trading experience, the product helped establish a strong foundation for users to confidently invest and manage their portfolios.
The experience helped create:
Learnings
This project reinforced the importance of balancing regulatory requirements with a simple user experience. Working on a regulated financial product highlighted how compliance, business needs, and usability must work together to build user trust and confidence.
Key takeaways:
Other works
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