IPO Center Redesign

Overview

The IPO feature from current analytics reveal low visibility of entry point and insufficient information at the detail page. The low engagement with the detail page and rage taps on unclear elements, undermining user trust and conversion rate from our business goals.

The IPO feature from current analytics reveal low visibility of entry point and insufficient information at the detail page. The low engagement with the detail page and rage taps on unclear elements, undermining user trust and conversion rate from our business goals.

My roles

Product design

Product design

Team

Me, UX/UI designer
Jason, PM

Me, UX/UI designer
Jason, PM

Timeline & Status

1 Month, Mar 2026

1 Month, Mar 2026

Problem

  • Low discoverability on the IPO Center entry point (7.5%)

  • High drop-off at IPO subscription detail page (62.7%)

Enhancement

  • Add margin and financing info on IPO center main page

  • Add IPO company financial background (UI integration)

Research

UX audit:
Facilitate 6 rounds of user testing and follow up with 4 interview sessions. By recruiting a mix of 3 beginner and 3 experienced traders to validate the usability of the IPO functions. By recruiting a mix of 2 beginners and 2 experienced traders to further understand their painpoint.

UX audit:
Facilitate 6 rounds of user testing and follow up with 4 interview sessions. By recruiting a mix of 3 beginner and 3 experienced traders to validate the usability of the IPO functions. By recruiting a mix of 2 beginners and 2 experienced traders to further understand their painpoint.

Painpoint 1: Poor visibility and lack of intuitive IPO Entry Point

The entry point is obscured, buried in irrelevant search page, failing to align with users’ expectations of a trade related function.

The entry point is obscured, buried in irrelevant search page, failing to align with users’ expectations of a trade related function.

Painpoint 2 : Lack of Clarity on Financial Details and Investment Capacity

Unclear financial details, including estimated margins, price ranges, and share purchase limits, confuse users, forcing them to seek external resources.

Unclear financial details, including estimated margins, price ranges, and share purchase limits, confuse users, forcing them to seek external resources.

Competitive research

Conduct a competitor analysis with PM. From Futu, Longbridge, and Webull stock trading apps, focusing on their IPO landing and detail pages. These apps were chosen due to their popularity, user ratings, and relevance to retail investors.

Conduct a competitor analysis with PM. From Futu, Longbridge, and Webull stock trading apps, focusing on their IPO landing and detail pages. These apps were chosen due to their popularity, user ratings, and relevance to retail investors.

Define and Ideation

🧐 Restructure beginning flow of entering IPO

The dedicated IPO hub on the trade page ensures immediate discoverability, reducing reliance on search alone.

🧐 Enriched Card Design on Main Page and additonal info. on Subscription Page

Improved card incorporates key IPO details, a dynamic countdown timer for urgency, and margin-related information for clarity on financing options.

🧐 Addition of IPO detail page with company data

By offering price range, timeline (start/end dates with visual timeline), margin details (terms, limits, examples) and company data: Financials (revenue, P/E ratio), executive bios, industry benchmarks, recent news snippets.

Wireframing and testing

Solution

🤩 Restructure beginning flow of entering IPO

Previously, accessing the IPO center from the search tab was not intuitive. Now, adding Feature Labels to the Search and Discovery Page provides users with clearer entry points.

Previously, accessing the IPO center from the search tab was not intuitive. Now, adding Feature Labels to the Search and Discovery Page provides users with clearer entry points.

🤩 Enriched Card Design for IPO Listings in the IPO Center

Enriched the design to allow users to quickly assess investment opportunities without navigating away. Improved card incorporates key IPO details, a dynamic countdown timer for urgency, and margin-related information for clarity on financing options.

Enriched the design to allow users to quickly assess investment opportunities without navigating away. Improved card incorporates key IPO details, a dynamic countdown timer for urgency, and margin-related information for clarity on financing options.

🤩 Enriched the Order Page for IPO Listings

By offering max buying power, min/max purchasing value, and exact amount of dollars, users can make more informed decision without hesitation.

By offering max buying power, min/max purchasing value, and exact amount of dollars, users can make more informed decision without hesitation.

🤩 Addition of IPO detail page with company data

By offering price range, timeline (start/end dates with visual timeline), margin details (terms, limits, examples) and company data: Financials (revenue, P/E ratio), executive bios, industry benchmarks, recent news snippets.

By offering price range, timeline (start/end dates with visual timeline), margin details (terms, limits, examples) and company data: Financials (revenue, P/E ratio), executive bios, industry benchmarks, recent news snippets.

🤩 Redesigned IPO pages at Subsciption flow

Outcome

@2026 Leo Lau

@2026 Leo Lau

@2026 Leo Lau