Generali Investments
Redesigning a Mobile Investment Platform
How could we transform a complex, regulation-driven investment tool into an intuitive fintech experience while remaining compliant with KYC requirements, mandatory disclosures, and backend constraints?
The previous Generali Investments app functioned as a fund management tool. Onboarding required physical presence. Navigation reflected a web structure rather than a mobile system. Portfolio data was dense and difficult to scan. Red dominated the interface.The product met operational requirements but did not provide a clear mobile experience.
Generali Investments manages actively managed funds for both new and experienced investors. The app needed to support full digital onboarding, portfolio management, and transaction execution. This was a complete redesign.
The project operated under strict constraints: KYC onboarding rules, mandatory financial data display, backend-driven architecture, inflexible transaction states, and corporate branding guidelines. The framework remained unchanged, but the experience needed structural improvement. The challenge was clarity within regulatory and technical limits.
The primary design principle was data-first clarity. The portfolio overview was simplified to prioritise essential information at a glance. High-level summaries lead to structured, detailed fund views without overwhelming the user.
Electronic identification was integrated into the onboarding flow to enable full digital access while complying with regulatory requirements. Biometric login was embedded into the core experience.
Deep nested navigation, web-like layouts, excessive red usage, and inconsistent hierarchy were removed. Red became an accent rather than a dominant interface colour. A black portfolio card introduced contrast and structural separation between interactive performance data and surrounding information. Charts were designed to remain neutral, avoiding automatic positive or negative colour shifts.
Transaction flows, including fund allocation, SEPA direct debit setup, and inter-fund transfers, were restructured to reduce friction within backend limitations.
Internal testing identified friction in complex transaction flows, particularly SEPA setup and multi-fund transfers. These flows were revised multiple times.Stakeholder feedback primarily addressed regulatory compliance and technical feasibility. Several solutions were adapted to align with backend constraints.The redesign required continuous coordination with development and marketing teams to ensure usability and long-term maintainability.
The project contributes to the digital transformation of Generali’s retail investment offering and provides a foundation for ongoing iteration within regulatory and technical boundaries.
The app is live on iOS and Android. The redesign establishes a mobile-native structure for onboarding, portfolio management, and transactions. It shifts the product from a web-adapted interface to a structured mobile system.
