Maxiom
Turning complex investing into simple experiences.
Role: Lead UI Designer under Rock Paper Scissors LLP
Duration: November 2024 - March 2025
Client: Maxiom
Services: Mobile - Desktop App, Design System
The Overview
Maxiom Wealth is an AI-powered wealth management platform designed to make investing simpler and more intuitive. The goal was to bring powerful investment tools, portfolio management, and intelligent insights together in one seamless experience.
As the Lead Visual Designer at Rock Paper Scissors Studio, I worked with the design and development teams to shape the visual experience, build consistency across the product, and bring complex financial workflows to life through simple, intuitive interfaces.
The Challenge
Complex User Journeys: Investment platforms often involve multiple steps and complicated workflows, making everyday tasks difficult for users.
Information Overload: Large amounts of financial data needed to be presented clearly without overwhelming users.
Disconnected Experiences: Managing portfolios, financial goals, investments, and insights often required users to move between different experiences.
Introducing AI: AI needed to feel like a natural and useful part of the product rather than an additional feature users had to learn.
The Solution
Simplified User Flows: Reduced unnecessary steps across key investment journeys to make everyday actions faster and easier.
Smart Portfolio Allocation: Made it easier for users to connect their portfolios with financial goals through a simplified experience.
Omnimax Chat: Integrated an AI-powered assistant that helps users access insights, understand their investments, and get guidance in one place.
Jewel & Spark: Streamlined Maxiom's flagship investment products to make fund selection and management more intuitive.
Responsive Experience: Designed the platform to make effective use of screen space while keeping navigation and important information easily accessible.
50% Fewer Steps
Simplified over 5 major investment flows.
1-Tap Allocation
Made it easier to connect portfolios with financial goals.
One AI Assistant
Goals, insights, and investment guidance—all accessible through Omnimax Chat.
One Connected Experience
Brought portfolio management, investments, financial goals, and AI-powered insights together in a seamless platform.
