TL;DR

Our team helped crypto investors earn passive income on idle assets. Internal testing revealed a critical issue—users didn't see value in upgrading their tier to increase investment caps on WOO X Earn. As Lead UX Designer, I partnered with PMs and leadership to pivot the strategy. We introduced yield boosts that let premium members earn better returns. This reframed upgrades from "invest more" to "earn more." Through rapid prototyping and usability testing, we achieved a 60% increase in user engagement and an 11% conversion rate—twice the platform average.

60%

More platform engagements

11%

Conversion rate achieved

My Role

UX Design
UX Research
Product Strategy

Team

Lead UX Designer (Me)
UX Researcher
UI Designer
Product Manager
Developers

Tools

Figma
FigJam

Timeframe

Nov 2023 - May 2024

Nov 2023 -
May 2024

Overview

My team was asked to create a great way to allow beginners and investors with idle funds can invest safely and easily. As the sole UX designer, I led the end-to-end design of WOO X Earn, a new investment product aimed at novice users on a platform traditionally built for pro traders. The goal was to create a simple, intuitive experience while ensuring the design could scale with future features.

The Challenge

WOO X is a platform tailored for professional traders, but as WOO X was expanding, WOO X Earn needed to attract and support newer, less experienced investors. The challenge was twofold:

  • Simplicity vs. Complexity: How do you make financial features understandable and approachable for beginners without oversimplifying?

  • Present vs. Future: How do you build a clean MVP while designing for future scalability?

Outcomes & Impacts

Achieved an 11% conversion rate, which doubled the average. The user engagement boosted 20%.

11%

Conversion rate achieved

60%

More platform engagements

Challenges

Novice investors had no accessible options

As WOO X scaled beyond professional traders, we noticed a growing group of novice investors entering the platform. With only 12% monthly engagement, we saw an opportunity to design an entry-level product that brings beginners into the ecosystem.

How might we design an intuitive investment experience that engages beginners and drives ecosystem growth?

Design Goals

Balancing simplicity and scalability

Two core goals guided the design:

For Users:
Make investing approachable for first-time users

For Business:
Drive deeper engagement in the WOO X ecosystem

Initial Design Approach

Designing the tier-based reward system

To drive engagement, I designed a tier system where higher-tier users could invest larger amounts in Earn products, and created a prototype to validate my design concept in early stages.

Hypothesis:
Users would upgrade their tiers to unlock higher caps, driving adoption of Earn products and deeper platform engagement.

Investment Flow Prototype

UX Refinement 01

Users missed feedback on amount entry

Before

When users entered an amount, the APR and yield were displayed too far from the input field, making feedback hard to spot. Additionally, the button UI closely resembled text fields, creating confusion about what was actionable.

After

I moved the estimated APR and yield directly below the input field for immediate visibility and refined the button styling to clearly differentiate it from text fields.

UX Refinement 02

Success page overwhelmed users with redundant data

Before

The success page repeated dates already shown in previous steps (subscription date, yield end date, distribution date), adding cognitive load without value. The CTA "Back to Earn" was vague, leaving users unsure of the next action.

After

I removed redundant dates and kept only subscription amount and yield. Additionally, I replaced the CTA with "Close" to clearly signal completion.

Strategy Pivot

Being able to invest more wasn't attractive

Before: higher-tier members can invest more

Usability testing uncovered a critical issue: users didn't understand why they should care about membership tiers. Being able to invest more on Earn products wasn't compelling, especially for beginners with limited capital. The complex tier table also added to the confusion.

After: higher-tier members can earn more returns

I presented insights to leadership and we pivoted from investment caps to yield boosts for higher tiers. Internal testing confirmed the new approach was immediately clearer and more attractive.

Final Design

Beginner-friendly investment product

The final design brought together a clear tier-based yield-boost system, streamlined deposit flow, and simplified success messaging.

It drove a 60% jump in engagement and achieved an 11% conversion rate—double the platform average.

Final Design

Scaling Post-Launch

Scaling without overwhelming users

Besides web-based app, I also led the end-to-end design of the mobile app. After MVP launch, product adoption grew rapidly. To support more Earn products, I needed to redesign the browsing experience for mobile.

Before

Users had to scroll multiple times to view all available options, making browsing and comparison inefficient.

After

I condensed product cards from three lines to a single-line format, allowing users to scan 3x more options and compare rates at a glance. The redesign improved discoverability for beginners and advanced traders alike.

Outcome & Impact

60% higher engagement, 2x conversion rate

At launch, WOO X Earn drove 60% higher platform engagement and achieved an 11% conversion rate, more than twice the platform average.

The strategic pivot from investment caps to yield boosts proved critical. Users immediately understood "earn more" versus "invest more," and removing caps eliminated barriers to growth.

Post-launch, the scalable card design supported 3x product inventory growth while maintaining clarity and ease of comparison.

Reflection

How this project shaped my design approach

This project reinforced two approaches I now apply when scoping projects and balancing user needs with business strategy:

1. Separate "can we build it?" from "will users want it?"
The tier cap system was technically feasible and strategically sound on paper. But testing revealed users didn't value it. Now I validate value propositions separately from feature feasibility, before committing to any design decisions.

2. Design systems for evolution
When we hit the scalability challenge, I learned how to ensure the system can evolve in the long term. Now I ask: "What constraints will this create at 10x scale?"

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo

Let's connect 👋

© 2026 Tsai-Ping Kuo