Building investor trust into every layer of a fintech product.
We helped Stelrix turn a novel credit product into one investors trust and use. From the first onboarding screen to proactive collateral alerts and a brand voice that earns credibility at every step.
Product
Branding
Building investor trust into every layer of a fintech product.
We helped Stelrix turn a novel credit product into one investors trust and use. From the first onboarding screen to proactive collateral alerts and a brand voice that earns credibility at every step.
Product
Branding
Building investor trust into every layer of a fintech product.
We helped Stelrix turn a novel credit product into one investors trust and use. From the first onboarding screen to proactive collateral alerts and a brand voice that earns credibility at every step.
Product
Branding
INDUSTRY
Fintech
YEAR OF ENGAGEMENT
2026
HEADQUARTERS
USA
IMPACT
2 months
Full MVP Launch
32%
Activation Rate
INDUSTRY
Fintech
YEAR OF ENGAGEMENT
2026
HEADQUARTERS
USA
IMPACT
2 months
Full MVP Launch
32%
Activation Rate
OVERVIEW
Stelrix is a spending card that lets investors unlock purchasing power directly from their brokerage portfolio, without selling assets, taking on debt, or triggering taxes. Credit limits adapt in real time to live portfolio value.
OVERVIEW
Stelrix is a spending card that lets investors unlock purchasing power directly from their brokerage portfolio, without selling assets, taking on debt, or triggering taxes. Credit limits adapt in real time to live portfolio value.
OVERVIEW
Stelrix is a spending card that lets investors unlock purchasing power directly from their brokerage portfolio, without selling assets, taking on debt, or triggering taxes. Credit limits adapt in real time to live portfolio value.
WHAT WE DID
01
Making a complex financial product feel safe to use
02
Giving investors a clear path from portfolio to purchase
03
Collateral alerts that give users time to respond
04
Copy that earns trust at every touchpoint
WHAT WE DID
01
Making a complex financial product feel safe to use
02
Giving investors a clear path from portfolio to purchase
03
Collateral alerts that give users time to respond
04
Copy that earns trust at every touchpoint
WHAT WE DID
01
Making a complex financial product feel safe to use
02
Giving investors a clear path from portfolio to purchase
03
Collateral alerts that give users time to respond
04
Copy that earns trust at every touchpoint
01
UX Design
Making a complex financial product feel safe to use
Most users have never seen a credit product tied to their investment portfolio. How credit limits adapt to portfolio value, and what happens if collateral drops, isn't obvious. Unclear products lose users before they activate. We designed the first-time user flow to explain the credit mechanism in plain language, showing users exactly how their portfolio value connects to their spending power at every step. Users understand the product from the first screen. The trust barrier drops before it becomes a conversion barrier, and more users reach the point of connecting their brokerage.
01
UX Design
Making a complex financial product feel safe to use
Most users have never seen a credit product tied to their investment portfolio. How credit limits adapt to portfolio value, and what happens if collateral drops, isn't obvious. Unclear products lose users before they activate. We designed the first-time user flow to explain the credit mechanism in plain language, showing users exactly how their portfolio value connects to their spending power at every step. Users understand the product from the first screen. The trust barrier drops before it becomes a conversion barrier, and more users reach the point of connecting their brokerage.
01
UX Design
Making a complex financial product feel safe to use
Most users have never seen a credit product tied to their investment portfolio. How credit limits adapt to portfolio value, and what happens if collateral drops, isn't obvious. Unclear products lose users before they activate. We designed the first-time user flow to explain the credit mechanism in plain language, showing users exactly how their portfolio value connects to their spending power at every step. Users understand the product from the first screen. The trust barrier drops before it becomes a conversion barrier, and more users reach the point of connecting their brokerage.
02
Redesign
Giving investors a clear path from portfolio to purchase
Investors using a portfolio-backed card need to know their available credit, collateral health, and spending limits before every purchase. Without a clear view of all three, spending decisions become uncertain and users default to not using the card. We designed the card management experience to put portfolio value, available credit, and spending power on one screen, so users can act without having to look elsewhere. Users spend with confidence because the information they need is always visible. Card adoption improves and daily spending volume increases as uncertainty drops.
02
Redesign
Giving investors a clear path from portfolio to purchase
Investors using a portfolio-backed card need to know their available credit, collateral health, and spending limits before every purchase. Without a clear view of all three, spending decisions become uncertain and users default to not using the card. We designed the card management experience to put portfolio value, available credit, and spending power on one screen, so users can act without having to look elsewhere. Users spend with confidence because the information they need is always visible. Card adoption improves and daily spending volume increases as uncertainty drops.
02
Redesign
Giving investors a clear path from portfolio to purchase
Investors using a portfolio-backed card need to know their available credit, collateral health, and spending limits before every purchase. Without a clear view of all three, spending decisions become uncertain and users default to not using the card. We designed the card management experience to put portfolio value, available credit, and spending power on one screen, so users can act without having to look elsewhere. Users spend with confidence because the information they need is always visible. Card adoption improves and daily spending volume increases as uncertainty drops.
Managing Expectations
We clearly indicated during onboarding when users should connect both accounts, and we dedicated a full screen to a real-time credit overview.
03
Visual identity
Collateral alerts that give users time to respond
With portfolio-backed credit, a drop in portfolio value can trigger a credit limit reduction or forced liquidation. Most fintech products surface this risk only when it is already critical, leaving users with no time to respond. We built a proactive alert system that notifies users when their collateral health is declining, giving them options to add collateral, reduce spending, or adjust their credit before a forced action is triggered. Users stay ahead of their collateral position. Forced liquidations drop and trust in the product increases because users feel in control, not surprised.
03
Visual identity
Collateral alerts that give users time to respond
With portfolio-backed credit, a drop in portfolio value can trigger a credit limit reduction or forced liquidation. Most fintech products surface this risk only when it is already critical, leaving users with no time to respond. We built a proactive alert system that notifies users when their collateral health is declining, giving them options to add collateral, reduce spending, or adjust their credit before a forced action is triggered. Users stay ahead of their collateral position. Forced liquidations drop and trust in the product increases because users feel in control, not surprised.
03
Visual identity
Collateral alerts that give users time to respond
With portfolio-backed credit, a drop in portfolio value can trigger a credit limit reduction or forced liquidation. Most fintech products surface this risk only when it is already critical, leaving users with no time to respond. We built a proactive alert system that notifies users when their collateral health is declining, giving them options to add collateral, reduce spending, or adjust their credit before a forced action is triggered. Users stay ahead of their collateral position. Forced liquidations drop and trust in the product increases because users feel in control, not surprised.
04
UX WRITING
Copy that earns trust at every touchpoint
In fintech, inconsistent copy is a conversion killer. A product that uses financial terminology users do not understand, or brand language that shifts tone between screens, signals unreliability at exactly the moment users are deciding whether to trust it with their assets. We built a consistent brand voice across every screen, notification, and moment of uncertainty, translating financial concepts into plain language without losing the credibility investors expect. Users move through the product with less hesitation. Every word reinforces the same message: their assets are safe, their credit is clear, and the product is built for them.
04
UX WRITING
Copy that earns trust at every touchpoint
In fintech, inconsistent copy is a conversion killer. A product that uses financial terminology users do not understand, or brand language that shifts tone between screens, signals unreliability at exactly the moment users are deciding whether to trust it with their assets. We built a consistent brand voice across every screen, notification, and moment of uncertainty, translating financial concepts into plain language without losing the credibility investors expect. Users move through the product with less hesitation. Every word reinforces the same message: their assets are safe, their credit is clear, and the product is built for them.
04
UX WRITING
Copy that earns trust at every touchpoint
In fintech, inconsistent copy is a conversion killer. A product that uses financial terminology users do not understand, or brand language that shifts tone between screens, signals unreliability at exactly the moment users are deciding whether to trust it with their assets. We built a consistent brand voice across every screen, notification, and moment of uncertainty, translating financial concepts into plain language without losing the credibility investors expect. Users move through the product with less hesitation. Every word reinforces the same message: their assets are safe, their credit is clear, and the product is built for them.
Making the right product decisions starts here
Making the right product decisions starts here
Reach product market fit and hypergrowth faster.
We analyze your product, identify what’s creating friction, and help you define the right priorities, what to fix and build next.
We analyze your product, identify what’s creating friction, and help you define the right priorities, what to fix and build next.
Point
Transforming a Vision into a Market-Ready Brand
A human-in-the-loop data intelligence platform that combines expert oversight with automation to build accurate, transparent, and auditable AI systems
22%
More Calls booked
50%
Shorter Time-to-market
Empowering freelancers with one seamless, borderless wallet.
Y Combinator-backed fintech enabling freelancers and businesses to receive and send money globally, including crypto.
2 months
Full Web + Product Rebrand
26%
Activation Rate
Point
Transforming a Vision into a Market-Ready Brand
A human-in-the-loop data intelligence platform that combines expert oversight with automation to build accurate, transparent, and auditable AI systems
22%
More Calls booked
50%
Shorter Time-to-market
Empowering freelancers with one seamless, borderless wallet.
Y Combinator-backed fintech enabling freelancers and businesses to receive and send money globally, including crypto.
2 months
Full Web + Product Rebrand
26%
Activation Rate
Point
Transforming a Vision into a Market-Ready Brand
A human-in-the-loop data intelligence platform that combines expert oversight with automation to build accurate, transparent, and auditable AI systems
22%
More Calls booked
50%
Shorter Time-to-market
Empowering freelancers with one seamless, borderless wallet.
Y Combinator-backed fintech enabling freelancers and businesses to receive and send money globally, including crypto.
2 months
Full Web + Product Rebrand
26%
Activation Rate