The Challenge: The goal was to increase investor engagement and sales of financial products on the XP Investimentos platform. Working closely with the product owner and marketing team, we needed to create a strategy that highlighted InfoMoney's expertise in the cryptocurrency market, particularly through Segredo do Bitcoin, a workshop designed to educate and captivate potential investors.

My Role

As a UX Designer and Strategist, I led the design and execution of workshops that connected InfoMoney’s educational content with XP Investimentos' business goals. My contributions included:

1.Data Analysis and Insights

• Used CRM data to identify user behavior, preferences, and engagement trends among potential investors.
• Collaborated with the marketing team to segment the audience and tailor workshop topics based on high-interest areas, such as cryptocurrency and bitcoin investments.

2.Workshop Design and Development

• Partnered with the product owner to create high-value educational content aligned with current market trends and user needs.
• Ensured workshops were engaging and actionable by including interactive sessions, case studies, and real-time market analysis.

3.Promotion and Marketing Integration

• Supported the marketing team in creating targeted campaigns across email, social media, and paid ads to promote the workshops.
• Optimized landing pages and registration flows to improve conversions and user experience.

4.Cross-Functional Collaboration

• Coordinated with the sales team to align post-workshop follow-ups, ensuring attendees were nurtured into potential investors.