Overview

Role: Senior Product Designer

Timeline: 4 Months (MVP Launch)

Team: Solo Designer collaborating with Product Managers, Engineers, and Business Stakeholders

Uplearn is an education-first platform created by Upstox to empower users with knowledge about trading and investing. The platform aims to make financial literacy accessible to everyone, particularly first-time investors who find the financial markets complex and intimidating.

The Challenge

Investing in financial markets remains a daunting task for many, especially novices. Upstox identified the need for a comprehensive educational solution that addresses the following challenges:

• Diverse Audience: Catering to both novice investors and seasoned traders with varying levels of financial literacy.
• Speed to Market: Delivering an MVP within tight deadlines to validate market viability.
• Balancing Accessibility and Monetization: Offering free content to build trust while introducing premium features that generate revenue.

Defining the Solution

Uplearn was designed as a comprehensive learning platform that offers a blend of free and paid courses, live webinars, and bootcamps. The goal was to establish trust through high-quality, accessible content while fostering a scalable business model.

Key Features

• Personalized Learning Paths: Tailored recommendations based on user interests and progress.
• Progress Tracking: Visual indicators to motivate course completion.
• Freemium Model Design: Clear differentiation between free and premium offerings.
• Subscription Tiers: Flexible subscription plans offering varied access levels to premium content and expert sessions.