Maxiom

Overview

The Challenge

Trading platforms are either too basic or impossibly complex. Maxiom Wealth needed something different—professional tools that actual people could use. The challenge? No finance degree required.

Our Approach

Started with what traders actually need.

• • Audit Research: Found the gaps in existing platforms.
  • User Research: Talked to real traders about daily struggles.
  • Wireframes: Built the structure first.
  • Visual Design: Made complex data approachable.
  • Development Handoff: Every pixel translated perfectly.

Result?

Powerful without being overwhelming.

The Solution

Improved Web App

Web experience that works like mobile but uses extra screen space smartly. Easy navigation, quick portfolio access, notifications that matter.

At A Glance

Fixed missed payments. Created nudges that put important stuff up front.

Smart Portfolio Allocation

One tap to link portfolios to goals. No more complex flows.

Omnimax Chat

AI that actually helps. Instant answers instead of “call your RM.”

Jewel & Spark

Streamlined flagship products. Simple SIP selection, easy fund management.

Visual Flair

Ditched boring text. Added imagery, gamification, engaging themes.

We Focused On...

• Complex flows → simple → Multi-step processes made effortless.
• Plan & execute → Research to trade in one flow.
• Smart choices → Every element serves trader goals.
• Features that work → New capabilities solve real problems.

Creatives

Execution

• Dark themes for long trading sessions.
• Responsive design that works everywhere.
• AI insights integrated naturally.
• Visual portfolio tools make allocation intuitive.
• Real-time data without distraction.

The Impact

• Over 5 Major Flows: 50% fewer steps
• 1 Touch: Attach all funds to all goals
• Single chatbot: Goals, insights, and advice