Investments · Growth · 2024

How I turned a high-value investment product from #3 to the #1 acquisition channel in 8 weeks

Automated investing at a large Brazilian bank lets specialists build and rebalance a stock portfolio for you. In customer research it reached the highest tier of perceived value. Then it launched in the mobile app, and few people subscribed. The web platform sold far more.

#3 to #1acquisition channel for automated investing, in 8 weeks
+305%weekly subscriptions from one card in the stock picks
76%of the app's subscriptions came from that card

People liked the product, but they weren't finding it at the right moment. I led three small, testable changes that put it where investors already had intent.

RoleLead product designer, transactional journeys
TeamVariable Income and Showcase squads, marketing, engineering
Timeframe8 weeks

Illustrative mockups. The production screens are internal.

What the data showed

I mapped the whole subscription funnel in Google Analytics. Three problems stacked on top of each other, and none of them were about product quality.

7th

was the shortcut's spot in Variable Income, below six other options.

50%

of people left on the landing page (LP) before seeing a single portfolio.

Zero

entry points where people researching stocks would meet the product.

Email campaigns had already brought traffic, and subscriptions barely moved. That confirmed the problem lived inside the app.

High perceived value combined with early drop-off pointed to timing. People met the product at the wrong moment.

Three interventions

Research already showed that people valued the product, so I left it as it was. Instead, I chose three changes that were fast to ship and easy to measure, each placed where people already meant to invest. Then I tracked every change weekly before adding the next one.

  1. 01

    A trigger inside the stock picks

    People browsing analysts' stock picks were already choosing what to invest in. So, with the Showcase squad, I added a card right after the picks that offers a portfolio built on the same research.

    Gave up
    Ownership. The card lived on another squad's screen, so I needed their buy-in.
    Got
    A spot where people were already choosing stocks.
    +305%weekly subscriptions
  2. 02

    A Learn more link, no mandatory intro

    Half of the people left on the intro page before they saw a single portfolio. So I moved its content behind a Learn more link on the portfolio screen.

    Gave up
    An intro that everyone saw first.
    Got
    People ready to decide go straight to the portfolios, and anyone who wants context still finds it.
    +262%weekly subscriptions
  3. 03

    A better spot for the shortcut

    The shortcut sat 7th in Variable Income, below six other options. However, that menu belonged to another squad, so I built a business case for them to move it to 3rd, with a deep link straight to the portfolios.

    7xmore subscriptions from the shortcut
The lime card sits where people already compare stocks, then hands the row over to the next pick.

Outcome

Channel#1 acquisition channel in 8 weeks

The app passed the web platform and specialist recommendations.

MarketTotal market up 100%+

The other channels held steady, so the app brought in people who weren't subscribing before.

SubscriptionsMonthly subscriptions up 160%+

From August to September, as the three changes added up.

What I learned

Timing matters as much as the product. A strong product goes unnoticed when people meet it at the wrong moment, so I now treat discovery as a design decision.

Other squads own a lot of the outcome. None of the three changes were on screens my squad owned, so the business cases I wrote mattered as much as the layouts.

Where people are in their journey matters most. Moving the shortcut up helped, and the card in the stock picks helped much more, because people there were already choosing stocks.

Try the prototype

These are the screens I designed. Tap the highlighted areas to move through the flow, from the menu or from the showcase.