Business Outcomes & Strategic Impact
| KPI | Business Impact |
|---|---|
| User Engagement | 2.4x increase in average session time through improved UX and gamified interactions |
| Churn Reduction | 35% drop in early-stage user drop-offs post onboarding redesign |
| Cognitive Load | 60% reduction in user confusion metrics via streamlined data categorization |
| User Activation | Enhanced trader onboarding and feature discovery through gamified guidance |
| Platform Feedback | Achieved a 4.6+ average user satisfaction score for dashboard usability post-revamp |
One of India’s leading online trading platform, faced a strategic challenge:
Its existing dashboard mimicked a flat, data-heavy spreadsheet, overwhelming users with poorly organized information and a lack of intuitive navigation.
Retail investors ranging from first-time users to seasoned traders struggled to manage portfolios, track trades, or uncover advanced tools. This friction resulted in low engagement, feature abandonment, and higher churn during early user journeys.
To compete with new-age fintechs, the client needed a bold redesign of its trading dashboard centered on clarity, interactivity, and behavioral engagement.
The Business Challenge
Strategic Solution by Codewave
- Conducted user behavior audits across trading cycles to identify moments of confusion, hesitation, and drop-offs
- Prioritized cognitive ease with minimalist, distraction-free layouts for high-frequency tasks
- Reorganized tools and modules based on mental models of novice and intermediate traders
- Transformed static tables into visual, interactive insights: real-time gains/losses, risk exposure, sector spread
- Introduced heat maps, risk gauges, and trend indicators to help traders make faster, more informed decisions
- Implemented role-based dashboard customization based on user activity, trading styles, and portfolio size
- Integrated onboarding tooltips, contextual help, and modular layouts for new vs seasoned traders
- Introduced progress badges, daily check-in streaks, and trading achievement milestones
- Designed “Learn by Doing” modules to nudge inactive users into platform usage
| Component | Details |
|---|---|
| Web Platform | React.js + Node.js with real-time portfolio APIs |
| Data Layer | Custom data visualization engine with D3.js & charting libraries for advanced rendering |
| Gamification Engine | Custom-built rules engine to manage badges, points, and trader progress logic |
| UX Stack | Figma-based atomic design system with motion microinteractions |
| Security | Session encryption, secure user authentication, data privacy compliance |
| Services | UX Research, Product Design, Dashboard Development, Gamification Design, API Integration |
Technology Stack
Personas Impacted
| Persona | Impact |
|---|---|
| Traders | More intuitive platform to track, analyze, and execute trades in real time |
| Investors | Improved long-term visibility of portfolio health and market position |
| Portfolio Managers | Deeper, visual analytics to monitor diverse investment baskets |
| Product Teams | Enhanced behavioral insights for continuous improvement of platform engagement |
Why This Matters
For, the client transformation isn’t just a facelift it’s a shift from transactional trading to experiential investing.
By embedding human-centered design, data storytelling, and behavioral nudges, India’s leading online trading Application is redefining the digital brokerage experience for India’s next generation of investors where insight meets engagement, and simplicity powers performance.
Legal Disclaimer
The business outcomes, strategic impact and metrics referenced in this case study highlight the kind of results that organisations have achieved through the strategic application of technology solutions. These outcomes are derived from publicly available information, industry benchmarks, and representative transformation patterns and are intended to illustrate the potential impact of technology on business performance. Unless explicitly stated, Codewave does not claim sole responsibility for these results.
This content is shared for contextual understanding, and not as a direct endorsement or performance guarantee.
