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Case study · POEMS Mobile

Getting more investors to switch Autosweep on

Redesigning Autosweep, the POEMS feature that puts idle cash to work, so people can find it, understand it and turn it on with confidence.

CategoryMobile Design
My roleUI Design
ProductPOEMS Profund
Result+2.56% activations in one month
01 · Overview

What Autosweep does

Money left idle in an RDI (investment account) earns little. Autosweep subscribes it automatically to a money market fund, which pays a higher return than the RDI.

When a user doesn't have enough equity for a stock purchase, the fund is redeemed automatically to settle the transaction.

Diagram: idle RDI cash is auto-subscribed to a money market fund, then auto-redeemed to settle stock transactions. Benefits: higher returns than RDI interest, no lock-in, withdraw anytime, counts toward trading limit
Cash moves from the RDI into the money market fund, and back out when a stock purchase needs it.
02 · Result

More clients turned it on

Activations, first month after launch
+2.56%
03 · Audit

What held the old design back

I reviewed the existing flow, from the Profund menu to the Autosweep settings page.

Four screenshots of the old Autosweep flow, reached through the settings menu
The old flow: Autosweep sat inside Settings.

1. Discoverability

Autosweep was buried behind a small settings icon that was hard to reach. Although it's one of the key features in Profund, the entry point looked unimportant. Users might never find it, or hesitate to explore it.

The Profund menu with a small settings icon highlighted, leading to a Settings page where Autosweep is one item in a list
The only way in: a settings icon, then a list item.
Old Autosweep settings page with dense text, toggles and a long red warning
The old settings page.
  1. Overwhelming informationToo much was shown at once with little hierarchy. Text sizes were similar and the toggles and labels were dense. New users couldn't tell what to do first.
  2. Learnability and onboarding"What is Autosweep" was clickable and at the top, but under-emphasized. First-time users didn't know what the feature did or whether it would benefit them.
  3. Subtle feedback on activationA small status at the top was the only sign of what was active. After activating, users could change settings straight away with no feedback.
  4. Visual design and toneThe red warning text felt aggressive and dense, which can erode trust. It only applied to transactions above Rp10 million, yet showed for everyone. Red status text also gave a bad impression.
04 · Redesign

The new flow

Profund menu with Autosweep as the first icon
Step 1 · Entry

Put Autosweep up front

Autosweep moves out of Settings and becomes the first item in the Profund menu.

Discoverability
Activate Autosweep screen with illustration, Find out more link, Set up later and Activate now buttons
Step 2 · Invitation

Lead with the benefit

"Let your money work for you" comes first. A Find out more link helps new users who haven't heard of the feature, and Set up later gives a clear way out.

LearnabilityTone
What is Autosweep explainer sheet, page one of two
Step 3 · Explain

What is Autosweep?

A short, plain-language explainer replaces the under-emphasized link.

Learnability
Benefits of Autosweep checklist, page two of two
Step 3 · Explain

Benefits at a glance

Four checkmarks: higher returns than RDI interest, no lock-in, withdraw anytime, and it counts toward the trading limit.

Learnability
Autosweep setting sheet with fund, start date, auto subscribe and auto redeem toggles, and terms checkbox
Step 4 · Set up

One focused settings sheet

Fund, start date and the two toggles sit in one sheet with clear labels. The terms checkbox comes right before Activate.

Overwhelming info
Autosweep is Activated confirmation with a check mark
Step 5 · Confirm

Clear activation feedback

A success state confirms Autosweep is on and says when the first subscription will happen.

Feedback
Autosweep dashboard showing an active status card and subscribe and redeem history
Step 6 · Manage

Status you can see

A green "Autosweep is active" card shows the fund, start date and both settings. Edit and Deactivate live in the card, and the history below lists every subscribe and redeem.

FeedbackTone
Confirm the deactivation dialog
Step 7 · Deactivate

Confirm before switching off

Before switching off, a dialog warns that it may reduce earning potential, with Keep activated as the primary button.

Feedback
Autosweep is Deactivated confirmation
Step 7 · Deactivate

Say what happens next

The deactivated state confirms the change, explains how to turn it back on, and points to Portfolio for the remaining fund balance.

Feedback