Project №26-43HCD

Forex Payments Education Portal

A foreign exchange services business helps clients get better FX rates by managing and executing trades on their behalf. Its clients are mostly large multinationals, where FX pricing is often non-transparent, and it is now shifting to small and medium-sized businesses, which frequently get suboptimal rates without knowing the true cost from banks that treat FX as a secondary revenue stream. Delivering a Wix-ready website concept plus a 25+ screen clickable iPhone prototype that educates SMBs on FX pricing.

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Forex Payments Education Portal
Brief

Design and prototype a Forex Payments Portal that educates SMB owners and financial decision-makers on FX pricing, spreads, and the true cost of transactions, increases transparency, and positions the managed FX service as a trusted partner able to secure better rates than traditional providers — an educational and transactional interface that builds trust and differentiates from traditional banking experiences.

Approach

Developing a Business Model Canvas with a concise competitive scan of FX and payments platforms, then personas of SMB owners and financial decision-makers informed by stakeholder input and, where possible, interviews with SMB clients, with empathy maps and a journey from awareness through education and evaluation to engagement, covering key decision points, friction, and trust-building moments. Experience design and UI/UX prototyping only — no software development, backend or pricing engines, integration with FX providers, real financial transactions, or production deployment.

Outcome

A website built in Wix (or an equivalent no-code platform) and structured for potential handoff, plus a clickable high-fidelity iPhone prototype of 25+ screens, covering educational flows that explain FX pricing and spreads, interaction with the FX service offering, and decision-support experiences for evaluating FX options. Presented in an executive-style walkthrough; all artifacts transfer to the founder at the end of the engagement, enabling future handoff to a development team.

25+ screens
Clickable iPhone prototype
1 website
Wix-ready concept
4 stages
Awareness → education → evaluation → engagement