Investing made easy. Democratising investing through education and automation
UX/UI Design
Research
Proof of concept
Investing is often complex and intimidating, particularly for novice investors. To address this, we embarked on a project to design and develop a user-friendly, personalised investing application proof of concept for a major bank. Our goal was to demystify investing, making it accessible and engaging for a broader audience and help the bank increase engagement and foster longer term financial relationships.
Platform
Project Duration
Tech Stack
Role
Lead design and research and create a series of high-fidelity prototype to present back to the client
Team Structure
Research Methods
Research
002
To understand the personal investing landscape we conducted a thorough market analysis and launched a comprehensive survey to a wide range of participants
Conducted user interviews with 18 users to understand investing knowledge, saving strategies and experience
Conducted weekly workshops with SME's, and users within the data practice to review progress and encourage collaboration with the project
Conducted multiple rounds of usability tests with 10 unique users to assess the usability of the app and identify any missed opportunities to iterate with
Key Features
003
01 Onboarding & Verification
For the initial release, we created a feature that prompted users to choose topics of interest, this would help push relevant content specific for the user. Content with the green tag "For you" communicates to the user that this content is curated for you.
This helped users filter out irrelevant content and encourage users to engage by communicating "Hey, we think you'll like this!"
Promoted
Web-Focused Week DMO Data Mesh Di...
For you
Group Functions
CDIO Group Functions ADA Q&A
Join Steven and Mike to learn more about our process within Group Functions.
Wealth Management
Digital Week DMO Data Mesh Deep Dive
Deep dive this week into data mesh architecture
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Investment Bank
Investment Bank ADA Data Mesh
Join Steven and Mike to learn more about our process within Group Functions.
For you
Group Functions
CDIO Group Functions ADA Q&A
Join Steven and Mike to learn more about our process within Group Functions.
Highlights
02 Goal Setting
Users voiced frustration at missing events due to not being notified. if you did not belong to specific distribution lists you often missed out.
To solve this we wanted to create prominent features to help users quickly find events and articles about the data practice along with a notification system to ensure that they no longer missed out on content.
To further strengthen this, we created a "resource" page that held historic posts and VODs of those events just encase they couldn't make them.
03 Tracking Investments
Users voiced frustration at missing events due to not being notified. if you did not belong to specific distribution lists you often missed out.
To solve this we wanted to create prominent features to help users quickly find events and articles about the data practice along with a notification system to ensure that they no longer missed out on content.
To further strengthen this, we created a "resource" page that held historic posts and VODs of those events just encase they couldn't make them.
03 AI Powered Saving
Users voiced frustration at missing events due to not being notified. if you did not belong to specific distribution lists you often missed out.
To solve this we wanted to create prominent features to help users quickly find events and articles about the data practice along with a notification system to ensure that they no longer missed out on content.
To further strengthen this, we created a "resource" page that held historic posts and VODs of those events just encase they couldn't make them.