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Check out Luis Octavio’s Resume

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Impact Snapshot


🔹 Reframed investing from product selection to goal-based guidance

Shifted the mental model from “choose a fund” to “understand your path.”

🔹 Integrated mandatory regulatory profiling into a cohesive UX

Transformed a legal requirement into a structured, trust-building interaction.

🔹 Improved early perception of clarity and confidence

User interviews confirmed reduced overwhelm and stronger understanding.


A visually updated product became a psychologically supportive and regulation-aligned investment experience.

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🧭 Project Overview


🎯 The Challenge


🚀 The Outcome


🧠 My Approach


📦 Key Deliverables

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Reflection ****

🔹 In financial UX, clarity drives trust more than performance metrics.


🔹 Portfolio allocation understanding reduces fear.


🔹 Regulatory constraints can enhance structure rather than limit design.

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Selected Work (6)

  1. Guided Investment Architecture
  2. Creative Operations System
  3. Clarity-Driven Portfolio
  4. Rebrand to Product Transition
  5. Rebrand Actinver