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Mobile Trading

Bring a modern stock and options trading experience to the native mobile app.

Ameriprise Financial
Native Mobile Design
UX Flows, Wireframes
Allow users to trade stocks and options in the native mobile app.
Native mobile trading that's fast and guided.
Balancing the needs of a small group of experts with a large group of inexperienced traders.

My Process

  • Research everything: Competitive analysis, fintech best practices, UX patterns in trading, user behavior insights, and subject matter expertise.
  • Brainstorm and ideate: Run design workshops at various stages.
  • Wireframe: I consolidated my team's ideas into a few versions of a trading app in Sketch.
  • Gain feedback: Share with business stakeholders to obtain insights and suggestions for improvement.

Research & Analytics

I worked with a UX research duo (an analyst and a strategist) in order to gain more in-depth client knowledge.

  • Conduct an analysis of client behavior on the website (e.g. successful trades made and percent of drop-off, time on site, other pages visited, types of trades enacted, number of repeat visitors, etc.).
  • Determine the needs and desires of real trading clients.

Core Principles

Speed and quick access

  • Ability to schedule trades ahead of time
  • Saved trades that you can access without having to enter all the fields again
  • Quick trade, a feature to access trade from other pages within the app

Clarity and ease of use

  • Provide relevant help and tips throughout the page
  • Make the page informative as well as functional
  • Use contextual imagery/icons to help the user
  • Segment the order flow to avoid long and overwhelming forms


  • Show information and options that are meaningful to the user
  • Show stocks similar to those already purchased
  • Ability to have preferences, such as "environmentally friendly companies"
  • Show stocks/funds recommended by Ameriprise adviser

Robust search

  • Search features should be highly functional, allowing the user to search by a variety of parameters
  • By symbol
  • By industry
  • By exchange

Project Execution

First I gathered information and requirements from the mobile app product owner and various subject matter experts in the company. Then I conducted a design workshop with the other product designers in order to define our guiding principles and get some rough sketches. I decided to focus on replicating the functionality available on the desktop site for MVP, while modernizing the look and feel and fitting it to native mobile standards. I iterated over multiple concepts, used research to narrow down my selections, and conducted more brainstorming sessions with the design team. Finally, I produced two workable low-fidelity prototypes to bring to testing.


I delivered a user flow diagram, two alternative sets of wireframes, and two clickable prototypes in InVision. The prototypes could be used by the UX Research team to run A/B testing and user surveys. When research and testing is completed, the design team will move on to high-fidelity mocks that can be handed off to the mobile app development team.


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Aayla is a tremendous asset to any team looking to further their UI/UX journey. She is driven, organized and a strong communicator and thought leader. She truly thinks from a 'client first' perspective and can design with both mobile and desktop in mind. Most of all her creativity and ability to be agile makes her a great addition to a team. ‍ — Katie Schumacher, Senior Digital Product Owner