UX CASE STUDY
GIFTING STOCKS, MADE SIMPLE.
A mobile-optimized stock gifting experience PiggyBank is a modern platform that lets users gift stocks instead of cash. Unlike traditional investment apps, our goal was to make stock gifting feel warm, intuitive, and joyful—more like a greeting card than a brokerage account.
IMPORTANT ASPECTS
Timeline: 3 weeks
Look: Usable, fun, delightful
Tools Used: Figma, Google Docs, Miro, Photoshop
DELIVERABLES
Mobile design optimized for web
Instructions / how to use
Styleguide for front-end devs
MY RESPONSABILITIES
User Research
Competitor Analysis
Wireframe / Prototype
Ideation
Design Solution
THE PROBLEM AREA
Many people want to give meaningful gifts, especially around major life moments—but giving cash can feel cold and impersonal.
People like the idea of gifting stocks but want a way to make it feel like an actual gift—not a finance transaction.
THE CHALLENGE
How might we design a platform that makes stock gifting feel as warm and joyful as giving a card or present?
WE EXPLORED HOW TO MAKE GIFTING STOCKS FEEL MORE LIKE SENDING A THOUGHTFUL PRESENT:
JOYFUL
How might we make stock gifting joyful and personal?
SENSE OF URGENCY
How might we notify recipients in a way that feels exciting and urgent?
NEW USERS
How might we make the site feel familiar and approachable—even for users new to investing?
PERSONA
Millennials and/or savvy gift-givers, need a way to send stocks that feels exciting and joyful so they can help loved ones grow wealth without making it feel transactional.
USER SCENARIO
After receiving her monthly salary, a young woman attentively begins allocating funds to cover her immediate obligations like rent, utilities, and food. She also has aspirations of saving for an upcoming summer vacation.
Her plans take an unexpected detour when she suddenly discovers that her car broke during the weekend, requiring urgent repairs.
TOP COMMON PROBLEMS PEOPLE FACE WHEN SAVING MONEY
Ignorance. I'm not mindful of my spending.
Lack of a Goal. Not forced to save.
The misconception that saving will compromise joyful things.
Unplanned expenses.
Absence of a budget.
No Emergency Fund.
They don't pay themselves first.
They don't evaluate their spending habits.
Impulse spending. Spontaneous purchases.
Too many monthly memberships, such as Netflix, and so on.
COMPETITOR ANALYSIS
Feature
Send Money to Friends
Send Gifts
Stock Gifting
Send with Message
Activity Feed
Portfolio Overview
Real-Time Stock/ Data
Educational Resources
User-Friendly Onboarding
Social Sharing / Group Gifting
SKETCHING IDEAS
Created the first sketches to produce some ideas. To identify issues, user-flows and try to come up with solutions.
USER FLOWS & MAPPING
Did mind mapping and brainstorm to produce ideas,
functionalities, without constraints.
ONBOARDING
LINK BANK ACCOUNT
PAY MYSELF FIRST
DEFINE CATEGORIES
IMPORT TRANSACTIONS
CREATE SAVING GOAL
ASSIGN MONEY
$2,811.45
My Balance
11.98%
ALL
Gift Stock
Activity
Home
Move $
Send Gift
Sell
Assets
Gift Stock
Sent
All
Received
Michael Chandler
NVDA
Mar 3, 2025
+$220
Michael Chandler
NVDA
Mar 3, 2025
+$220
Michael Chandler
NVDA
Mar 3, 2025
+$220
Stock
$6,900.33
Cash
$95.00
$2,811.45
My Balance
11.98%
ALL
Gift Stock
My Gifts
Sent
All
Received
Home
Move $
Send Gift
Sell
Assets
Mar 3, 2025
+$220
Michael Chandler
NVDA
Feb 19, 2025
+$90
Amanda Nunes
NVDA
Mar 3, 2025
+$220
Alexa Periera
NVDA
Mar 3, 2025
+$220
Michael Chandler
NVDA
Stock
$6,900.33
Cash
$95.00
Gift Stock
Gift Stock
Home
Move $
Send Gift
Sell
Assets
My Balance
$2,811.45
11.98%
ALL
Cash
$95.00
Stock
$6,900.33
Mar 3, 2025
+$220
Michael Chandler
NVDA
Feb 19, 2025
+$90
Amanda Nunes
NVDA
Mar 3, 2025
+$220
Alexa Periera
NVDA
Mar 3, 2025
+$220
Michael Chandler
NVDA
WIREFRAME LOW FIDELITY
Iterated key flows, especially the gift process, notification feedback, and the combined Home + Activity feed.
Potential users was consulted, in all processes.
ADDING TRANSACTIONS MANUALLY
ITERATION 1 - MOBILE-OPTIMIZED
Initially the only way to add transactions was manually through a manual account.
In this way users felt aware of their expenses, but I discovered that this was very time consuming.
DRAWBACKS
Users spent a lot of time adding a record and it was a lot of back and forth.
Mistakes were made by adding the wrong category
ADDING TRANSACTIONS AUTOMATICALLY
ITERATION 2 - TIME WAS REDUCED
All the transactions have been automatically synced with user’s bank account.
IMPROVEMENTS
Time was significantly reduced by 70%.
Adding transaction is usable and intuitive
TIP OF THE DAY
This particular feature gave people confidence when they felt down. Sales increased by 22%. Customers who bought the UI kit found it beneficial.
This unique psychological feature provides a boost when feeling discouraged. We are human beings and we need this kind of feature.
THE DESIGN SOLUTION
You can see, inspect and download the entire budget app made in Figma
CREATE A SAVING GOAL
SEE THE PROTOTYPE
ANDREI DORIN ®
Addres: 67 Park Lane NY | Phone: 123 - 456 - 7890
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