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Raisin — Brand Evolution

Brand evolution

Rebrand, rebuild, and a design practice that could keep up.

Two tracks run in parallel — Practice on the product, Enablement for the team. Measured honestly, not just shipped.

The why

Raisin was evolving its brand across product, mobile, and email — without an operating model to make that evolution stick.

Impact: NPS, task success, adoption, AuM, and retention all moved on the customer side — alongside research rituals, playbooks, AI workflows, and coaching the org adopted. Measured honestly in Proof; not everything lifted.

01

A fragmented product experience

Customers experienced Raisin differently depending on where they landed: a legacy web dashboard, a mobile app that didn't mirror it, and emails that looked like a different brand entirely.

Legacy web dashboard — separate savings cockpit
Legacy mobile app — disconnected from web
Transactional email — another surface, another visual language

02

A brand handed over, not built out

Brand agency Koto delivered a static identity. After handoff, Raisin's design team had to apply the new visual identity and evolve the entire product experience into a new cohesive brand.

Koto brand guidelines — static identity handoff
Koto brand assets — not yet scaled into live product
Koto brand guidelines — product application gap

03

A design practice without shared conventions

User studies were rare, static designs were default to showcase and design critiques weren't happening. Every handoff paid a tax for it.

Sketch to Figma — tools in transition, no shared foundation yet
Chaotic Figma files — every designer's own structure
Designers wearing every hat alone — no shared rituals or critique

The journey

Two programmes, run in parallel — not one tidy sequence.

My remit: brand evolution into live product, and enablement so the team could sustain it. Practice = customer outcomes. Enablement = team capability. I where I owned it; we at tribe scale.

Practice

Research-led decisions, shipped screens, measured outcomes.

Enablement

Rituals, research OS, docs, tooling, coaching — I built; the org adopted.

01
B2C Growth tribe

A home for their wealth

I joined mid-rebrand as customers still read Weltsparen in the dashboard. I led two rounds of hierarchy research, the product colour map, and the email system; we shipped Wealth Hub across 12 markets — and I established the team's first evidence rituals.

I led brand → product. We delivered Wealth Hub × 12 markets.

Wealth Hub — after, structured hierarchy across savings, investments, and retirement
Legacy Weltsparen dashboard — before

Agency rebrand · Koto

Absorbing an agency rebrand, then scaling it.

I joined as the product was still known as Weltsparen in customers' minds, and the first brief wasn't a dashboard — it was absorbing agency Koto's static identity and working out what it would take to carry it into a live, multi-market product.

Wealth Hub

Customer problem

Savers landed on a dashboard that still felt like a product catalogue — too much Raisin, too little of their money. They couldn’t orient to what they held, or manage it as their wealth, across savings, investments, and retirement.

The bet

Trade-off

A · Flat list

Faster to ship · eng-favoured early on

B · Hierarchy

Savings · Investments · Retirement

Position: Flat = product catalogue; hierarchy = home for wealth. I took this before the data.

Settled: A vs B · 38 participants · 5 markets · 80%+ couldn’t orient in the flat model

Outcome: Hierarchy shipped across 12 markets

Savings, Investments, Retirement — one structured hierarchy

A vs B research · hierarchy concepts

Two concept directions tested with customers: flat product list vs asset-class hierarchy. Signals that shaped the organizing principles:

“Too much Raisin, too little me — I expect to see my product upfront.”

“Treemap is difficult to understand for me, not intuitive — a doughnut or a bar chart would be more understandable for me.”

“Would like to see positive news like ‘Since the last login you earned xxx €…’ or ‘10k are available again — you can invest now.’”

“Country rating is important to me; Raisin should ask me about my preference.”

38 participants · 2 rounds · 🇩🇪 🇳🇱 🇬🇧 🇪🇸 🇫🇷

HNW High Net Worth Core Wants evidence Raisin can optimize liquidity without manual effort. ~€9.5M wealth · ~€1.9M Raisin wallet · 30% share of attention Affluent Affluent Core Maintains wealth simply — retirement comfort, travel, supporting family. ~€1.6M wealth · ~€368K Raisin wallet · 60% share of attention Affluent Young Affluent Young Builds financial peace of mind toward early retirement without cutting living standards. ~€900K wealth · ~€270K Raisin wallet · 10% share of attention

MVP launch impact

Brand Evolution survey · ~1,900 respondents · DE / NL / ES / PL

Pre-launch chose hierarchy. Post-launch, that bet held at scale — Wealth Hub read as a home for wealth, not a catalogue.

Hierarchy bet confirmed

Majority report they can better understand and manage their wealth — the IA, not just the reskin

+23 → +53

Dashboard / design NPS across DE, NL, ES, and PL

What customers praised wasn’t polish — it was the structure:

“Everything works great. I especially like the drill-down graphics — Overview → Fixed deposit → individual bank. That’s how every website should work.”

🇩🇪 Germany · Brand Evolution survey

“At first glance it’s excellent: everything you need is right there, and it’s very intuitive.”

🇪🇸 Spain · Brand Evolution survey

72–87% agree they can better understand and manage their wealth · DE / NL / ES / PL

Research journey — two rounds, stakeholder workshops, and organizing principles

Wealth Hub · systems

A colour map for light, dark, and twelve markets.

I led token rules for light, dark, and 12 markets — Savings blue · Investments amber · Retirement green, with savings-only remaps. Documented in Confluence as the single source for eng, markets, and design.

12 markets · 3 market-type rules · light + dark token specs

All products

SavingsInvestmentRetirement

Savings + investment

BlueYellow

Savings-only

Fix termOvernightNotice
Product colour map — market types, hierarchy, and landing-page application (light theme)
02
B2C Growth tribe

Better process, better product

The team needed shared conventions before more dashboard work could compound. I set Figma Ways of Working across ~12 designers, then owned the post-MVP sequence — filters, zero-state A/B, Wrapped — with a measurement framework so we knew what each release moved.

I led Ways of Working + measurement. I owned post-MVP discovery. We shipped with eng.

Dashboard — isometric view

Enablement

Upgraded to Figma. File organisation hadn't caught up.

I ran a retro, then shipped one duplicable file. Coached Ways of Working across ~12 designers — files organised so stakeholders can follow design without asking. Still how every project starts.

Team standard · ~12 designers · Q4 2024 retro

Web dashboard · post-MVP

MVP shipped the hierarchy. Customers still had different questions.

Customer problem

The Wealth Hub spine oriented people — but they still couldn’t answer everyday questions: what’s at each bank, what’s by country, what matures next, and what happened this year.

The strategy

I owned the post-MVP sequence — lenses first, then zero-state, then Wrapped — and measured each release against a shared UX framework. We shipped each with engineering.

Impact

3 measured releases · filtering led adoption · zero-state: no conversion lift · Wrapped: engagement + soft AuM

MVP launch survey · top customer signals

Country-level overview

“Show utilization per country so customers can monitor deposit-insurance limits.” Germany

Summary by bank

“A summary of totals showing how much I have invested per bank.” Germany

Sorting & maturity

“The dashboard should show the next maturing deposit first, not in random order.” Netherlands

Year in review

“A calendar view showing when the next interest payments are due.” Germany

Shipped in sequence:

Filtering

Lenses for category, deposits, and country — with availability.

Impact: All-deposits view led adoption.

Dashboard filtering — all deposits view Dashboard filtering — category view

Zero-state

Blank first login → A/B donut carousel vs empty (ES & NL).

Impact: No conversion lift — visual hypothesis without enough upstream qual. Tightened how we form conversion A/Bs after. Shipped for clearer empty-state UX.

Raisin Wrapped

Year-in-review about their saving — not the brand talking about itself. Design-initiated — no PM brief.

Impact: Strong reach/completion · soft AuM (not significant). Next: bridge reflection → action (renew / add funds).

Raisin Wrapped — welcome screen Raisin Wrapped — deposits over the year Raisin Wrapped — IPP screen Raisin Wrapped — top banks screen Raisin Wrapped — closing screen

Rejected: shipping each release as a one-off, without a shared view of what customers still needed.

Enablement

A shared bar for prototyping — then AI raised the ceiling.

Shared fidelity language (Principles of Prototyping). I co-led Figma Make × AI with Product; coached a senior designer foundations → autonomy.

12-slide workshop · Figma Make × AI · ongoing 1:1 coaching

03
B2C Growth tribe Customer Engagement tribe Tribe split

Mobile and the horizon

The tribe split in two, the mobile redesign had stalled for months, and nobody had written down where the product was going. I took mobile end-to-end — desk research, Maze validation, Cura vision — and raised the team's prototyping bar.

I led mobile IA + vision. I initiated earnings with Deposits. Maze = pre-launch.

The redesigned mobile dashboard across nine core screens

Desk research

Read the stall before redesigning.

Interaction data challenged the default “copy web” plan: 42% portfolio-card, 25% donut, 33% tabs — enough to stop blind replication before ideation started.

Mobile dashboard desk research — interaction data

Web ↔ mobile parity

Re-ground, don't restart.

Took over a stalled programme and pushed mobile-first ideation on what already existed — re-ground the Wealth Hub spine for mobile, don’t clone the layout or throw the system away.

Web and mobile dashboard parity comparison

IA + concept

Four tabs, one visual idea.

Designed Overview, Portfolio, Wallet, and Products as a scannable mobile home — allocation rings, light and dark on the Wealth Hub colour map — ready to validate, not defend.

Trade-off

A · Standalone tab

Dedicated analytics surface

B · Embedded

Analytics in portfolio context

Position: Thin analytics tab as MVP erodes trust — embed where decisions happen.

Settled: Maze · portfolio-card 92.9% vs tabbed 71.4%

Outcome: Embedded pattern shipping · open risk: pending products 42.9% / 57.1%

Overview — dark mode
Overview — light mode

Maze validation

Pressure-test, don't defend.

Pressure-tested two IAs in a three-week Maze study. Portfolio-card hit 92.9% task success vs 71.4% on the tabbed alternative — enough to ship. Mobile is launching now; this is pre-launch validation, not live impact. Open risk: locating pending products still split 42.9% / 57.1%.

Maze usability study — validation report

Lifetime earnings

Making “I'm winning” visible.

Customers still couldn’t see cumulative earnings in one place. I initiated a dashboard earnings widget with the Deposits domain — one cumulative number first, breakdown second. Multilingual verbatims confirmed the framing.

Total earnings overview — lifetime earnings on mobile
Cura narrative slide 1
Cura narrative slide 2
Cura narrative slide 3
Cura narrative slide 4
Cura narrative slide 5
Cura narrative slide 6
Cura narrative slide 7
Cura narrative slide 8

Design vision · VP mandate · I authored the narrative

Design vision for where Raisin must evolve.

VP initiated the vision exercise. I owned the work inside it — Gather, Envision, Plan — and authored the 8-slide Cura deck: from reporting the past to helping savers decide next.

Gather → Envision → Plan · 8-slide narrative authored solo

04
Design org 1 of 4 AI Champions Enablement

Design × AI

What started as a prototyping workshop became design's 180-day operating plan. As one of four org-wide AI Champions, I built four tools for daily production use, championed the operating plan, and led Showcase and Clinic until the workflows stuck.

I built the toolkit. We ran the programme; I championed design's slice.

Design × AI programme overview

Origin

Figma Make × AI raised the ceiling. We needed realistic figures to step into the user's shoes.

Placeholder figures break fintech demos. I built a live prototype (search + One Data personas); published org-wide.

Live prototype → Confluence → 180-day operating plan

Working prototype — global search, realistic data, One Data personas

Programme

A 180-day programme to match engineering velocity.

VP launched 180-day AI enablement. I wrote design's operating plan — Lab kick-start, then Showcase + Clinic I led.

Kick-start Lab → Showcase + Clinic · 180 days

180-day AI enablement programme workflow

The programme was mostly coaching — the toolkit supported it.

Setup

Install Cursor, connect Figma MCP, and Git basics to get a repo running.

Rules

Shared .cursorrules — tokens, typography, accessibility, and One Data on every prompt.

Skills

Repeatable pipelines — design QA, annotate, and variant workflows.

Subagents

Specialist modes — component architect, design systems, state and theme sync.

Commands

One-shot shortcuts — clean, polish, build, sync, responsive, a11y.

Workflow

Iterate until clean — draft → polish → micro-fix → responsive → motion.

Project Registry · Examples · Confluence

Lab · 4-week sprint

Four tools the team uses every day.

A structured build sprint — Design QA, copywriting, typography, and prototype annotation — all in production use.

Design QA tool — compare Figma and developed screens for visual drift
Design QA — Figma link + developed screen to catch visual drift
Copywriting tool — Raisin writing principles applied from a Figma link
Copywriting — Raisin voice from a Figma link; suggests copy and replaces it in place
Raisin typography system for safe prototyping with premium fonts
Typography system — prototype safely with Raisin premium fonts
Annotation tool — stakeholder comments on prototypes synced to GitLab issues
Annotation — stakeholder comments on prototypes, synced as GitLab issues

Cadence

  1. Coaching

    Not just tooling.

    Three designers coached on AI workflows — foundations first, then autonomy on live work. Still running regularly.

  2. Showcase

    Demo sessions

    Weekly sessions I led — what we'd built, what was working, and how to adopt it on live work.

  3. Clinic

    Office hours

    Open troubleshooting for Cursor setup, prompts, and workflow questions.

Proof

What it produced — measured honestly, market by market.

Some numbers moved (NPS, task success, loyalty). Some didn't: zero-state — no conversion lift; Wrapped — soft AuM, not significant. I measured both.

Practice

Customer outcomes.

Practice
0
Design NPS increase — measured in DE, NL, ES, PL · launched across 12 markets · loyalty held
Led adoption
Post-MVP dashboard filtering — all-deposits view drove uptake
80%+ · 92.9%
Web and mobile task success — hierarchy research · winning mobile IA
Positive impact
AuM, adoption & retention — positive post-launch impact (details not disclosed)

Enablement

Team capability.

Enablement
0 faster
Ticket closure 10d → 7d · 60–70% automatable-work diagnosis · 4 tools in daily production
0 designers
Coached 1:1 on AI workflows — foundations first, then autonomy on live work
0 playbooks
Design critique, ways of working, product semantics, and the research operating model — all still in use
Hiring panel
Director of Design and +1 Product Designer hiring — interviews, product case, final hire decision

The brand, built out

From static guidelines to a living system
— across every touchpoint customers actually use.