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Stori Inversión+ +477% Activation

Democratize returns with easy, guided investing and time-locked accounts. Offer tiered yields, goal-based locks.

Cliente
Stori
Industria
Fintech — SaaS
Tiempo
90 days
Impacto
+477% activation explosion
Stori Inversión+ fintech app — phone showing the time-locked savings product screen with tiered yields and guided investing

Investment for everyone, grow your money without being an expert.

Investment for everyone — no expertise needed. Strengthen the value prop with simple, rewarding time-locked savings: longer terms, better rates, and clear early-exit rules. Considering that the Mexican segments of ABC offer frozen money starting at $100mxn (us$5).

Reto

In a context of falling interest rates

By communicating in simple and straightforward language, users will quickly understand the financial terms of Fixed Term.

I want to grow as Stori

Resultados

  • +477% Activation Explosion (in 3 months vs initial week).
  • -8% Churn down.
  • +318% Average Balance (from the initial week).

El equipo

  • 7 developers
  • 2 product designers by Comandos
  • 1 Product Lead
Stori Inversión+ mobile app held in-hand — real-world usage of the guided investing flow in Mexico
Aventura

Defining top 3 challenges identified by segment.

The starting point — savings decisions made late at night, between a notebook and doubts.
    • Yield is not attractive
    • Deposit limit is not enough
    • Transfer does not arrive quickly

    Helped us identify concerns and frustrations like.

    • What if I need my money?
    • Can I withdraw my money?
    • What are the benefits of investing?

    It revealed which were the pain points and their main doubts.

    • What will happen to my money?
    • Is Stori 100% secure?
    • Is my money protected?

    Surveys revealed a lack of confidence in the entity.

Stori user research for Inversión+ — 40+ interviews and usability tests with Mexican savers

STEP 01

We created a first version to test with users

During the design process, we focused on the key user needs, using the JTBD framework.

Stori Inversión+ first version — three phone mockups of the onboarding tested with users through the JTBD framework

First Insights

  • 10 of 10 users without understanding our value proposition.

  • 2 of 10 users completed the Jobs To Be Done.

  • 8 of 10 users were not willing to freeze money.

Design System

The components of our Design System did not collaborate to improve usability and reliability of a critical JTBD.

Stori DeLorean Design System audit — components that did not yet support a critical Inversión+ Job-To-Be-Done
Seeing the mountain

We iterated again and launched the MVP version

We deployed the MVP version with events in Amplitude, guaranteeing not only its launch, but also the measurement of conversion and impact.

Stori Inversión+ MVP iteration — four phone mockups of the redesigned time-locked investment flow instrumented with Amplitude
Making top

Iterations according to metrics: 477% conversion rate

By quickly identifying the conversion problem and talking to users, we iterated the flow and improved 477% versus the first week of launch.

  1. Stori Inversión+ first version — the original new-investment screen with amount, term chips and investment name on one screen

    Before

    Where we started: the first version of the invest screen.

  2. Stori Inversión+ before-and-after — iterations that removed friction from the invest flow and drove +477% activation

    The removed step

    Amount and term took two screens. We merged them into one.

  3. Stori Inversión+ last version — the redesigned screen showing amount, term options and yields at a glance

    New ↑477%

    Terms and yields up front — activation up 477% versus launch week.

Customer Love

We improved confidence in Stori with 17%+ in our NPS.

The impact on our users was greater than expected. Content creators talked about our significant improvements.

YouTube personal-finance creators reacting to the redesigned Stori Inversión+ investing flow in Mexico

Awesome Evolution

A great evolution with Stori Investment

Stori Inversión+ before-and-after — evolution of the time-locked investment product from first internal version to launched release
The same decision, now made with confidence.

Amazing results in 90 days

477%+
Activation explosion In 3 months vs initial week.
318%+
Average balance From the initial week.
-8%
Churn In the first week of Inversión+.

Trabaja con nosotros

Crece como Stori

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