Work
CSX Invest
Making investing accessible and understandable to everyday banking customers.
- Company
- Credit Suisse Switzerland AG
- My role
- Product Owner / Product Manager
- Year
- 2020–2023
- Platform
- iOS + Android
(open larger view)The problem
Investing can be intimidating, particularly for people who have little or no experience with financial markets.
Traditional investment products are often presented through complex terminology, unfamiliar concepts, and interfaces designed for experienced investors. Understanding the available options, their risks, and how to get started can feel overwhelming.
As a result, many everyday banking customers never take the first step toward investing.
(open larger view)The solution
At Credit Suisse, I led the development of CSX Invest, a sustainability-focused investment experience integrated into the CSX mobile banking app, designed to make investing accessible and understandable to retail customers.
We focused on removing unnecessary complexity, using approachable language, and offering attractively priced, ESG-certified funds tailored to the retail segment.
From discovering investment opportunities to selecting products and making investments, the experience was designed to give customers the confidence to get started without requiring extensive financial knowledge.
By continuously improving the experience based on customer behavior and feedback, we worked to make investing a natural extension of everyday banking.