2022 - 2023
Plum – Investment discovery
2022 - 2023
Plum – Investment discovery
2022 - 2023
Plum – Investment discovery
About
The company
Plum helps people grow their wealth automatically. Originally focused on automated saving, the product evolved toward long-term investing.
My role
I collaborated across multiple squads to improve engagement with Plum’s investment products. My work included enhancing the Discover experience, introducing in-app education, contributing to the design system, and supporting the launch of Plum’s EU crypto offering.
About
The company
Plum helps people grow their wealth automatically. Originally focused on automated saving, the product evolved toward long-term investing.
My role
I collaborated across multiple squads to improve engagement with Plum’s investment products. My work included enhancing the Discover experience, introducing in-app education, contributing to the design system, and supporting the launch of Plum’s EU crypto offering.
About
The company
Plum helps people grow their wealth automatically. Originally focused on automated saving, the product evolved toward long-term investing.
My role
I collaborated across multiple squads to improve engagement with Plum’s investment products. My work included enhancing the Discover experience, introducing in-app education, contributing to the design system, and supporting the launch of Plum’s EU crypto offering.
The challenge
As Plum shifted toward becoming an investment platform, engagement with existing investment features remained low. Users struggled to discover available assets, the IA didn’t highlight Plum’s investment value proposition, and many users lacked the confidence or knowledge needed to begin investing.
The challenge
As Plum shifted toward becoming an investment platform, engagement with existing investment features remained low. Users struggled to discover available assets, the IA didn’t highlight Plum’s investment value proposition, and many users lacked the confidence or knowledge needed to begin investing.
The challenge
As Plum shifted toward becoming an investment platform, engagement with existing investment features remained low. Users struggled to discover available assets, the IA didn’t highlight Plum’s investment value proposition, and many users lacked the confidence or knowledge needed to begin investing.
Before - users struggled to navigate and engage with Discover. After - a CTA on their portfolio led to a more cohesive, engaging Discover experience with collections and in-app education.
Before - users struggled to navigate and engage with Discover. After - a CTA on their portfolio led to a more cohesive, engaging Discover experience with collections and in-app education.
Contributions & impact
Redesigned the Discover experience to bring all assets into one place, introduce collections, and add search and filtering to help users explore products more confidently
Added in-app education (FAQ carousels and story-based videos) to address gaps in investment knowledge and support users in taking their first steps
Increased engagement with Plum’s investment offering and strengthened alignment between the product’s vision and the experience users encountered
Contributions & impact
Redesigned the Discover experience to bring all assets into one place, introduce collections, and add search and filtering to help users explore products more confidently
Added in-app education (FAQ carousels and story-based videos) to address gaps in investment knowledge and support users in taking their first steps
Increased engagement with Plum’s investment offering and strengthened alignment between the product’s vision and the experience users encountered
Contributions & impact
Redesigned the Discover experience to bring all assets into one place, introduce collections, and add search and filtering to help users explore products more confidently
Added in-app education (FAQ carousels and story-based videos) to address gaps in investment knowledge and support users in taking their first steps
Increased engagement with Plum’s investment offering and strengthened alignment between the product’s vision and the experience users encountered
