Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Offering a guided approach to investment planning
FINTECH
Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
A new FinTech startup, launched by a group of seasoned financial professionals and investment advisors is exploring innovative approaches for the investment sector. The firm is looking to launch a guided investment platform which is differentiated and adds value to this target audience. A comprehensive product strategy is being put together for the launch phase of the product.
Overview
INVESTR
MY ROLE
UX Designer
Discovery and requirements gathering
Ideation
Primary & Secondary Research
Prototyping and styleguide creation
Visual direction and UI design
BUSINESS CHALLENGE
Launch a unique, guided investment platform
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Expert-guided investment solutions, setting it apart from existing solutions
#2
Dynamic financial analysis with scheduled expert reviews
#3
Innovative research methodologies and AI-driven updates for optimal selection
#4
The tech layer will offer numerous convenience features, including innovative UX, rapid folio discovery, etc
RESEARCH STRUCTURE
Identifying and understanding the target audience
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Research structure was made to analyze findings and synthesize them into valuable insights from different research methods
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Gaps and opportunity areas in the market with respect to investment platforms for young adults were found
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I also wanted to understand the struggles and barriers unique to the target group and what sets them apart from the rest
PRIMARY RESEARCH - SURVEYS
Preliminary surveys for different audience groups
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Preference for Stock Investment: Young adults show a strong inclination towards investing in stocks as a primary investment option
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Importance of Trusted Financial Advice: Guidance from trusted sources like family members holds more weight than social media content for finance
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Trusted Platforms and Diversified Investment: Net-banking applications are the preferred platforms for investing, and a combination of smart buckets, gold, and real estate are commonly agreed upon as reliable investment sources
PRIMARY RESEARCH - INTERVIEWS
Understanding mental models, motivations and barriers
This research aims to uncover the behavioral drivers behind investment decisions, preferred platforms participants utilize, key pain points they experience, and potential opportunities within those investment barriers.
RESEARCH INSIGHTS
Uncovering new information, trends, patterns, or relationships derived from research activities
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Though Gen Z feels the most confident about consuming and saving, nearly one-third feel they have just a beginner's knowledge of financial management basics
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Despite navigating several periods of economic uncertainty over the past decade— younger generations are quite optimistic about their ability to retire
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Rise in Robo-advisors : These are algorithms that provide investment advice based on AI. They are becoming quite popular by offering low-cost and personalized investment solutions to businesses and investors
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The analysis, based on responses from 500 young adults, show that half of them set aside a specific amount every month from their earnings, but given the lack of definite knowledge, jargon, and overload of information, decision making remains difficult.
DESIGN STRATEGY
Systematic and intentional approach to creating solutions
The solution was viewed through five layers - communication, revenue model, engagement, delight factors and acquisition strategy. This gave a more all-rounded approach, and was further divided into different phases
USER FLOW
Branching content structure into different cohorts
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User journeys were divided into different flows for each stage - on-boarding (new/ existing/ absentee user), acquisition (new/ existing/ absentee user)
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The user is guided into the platform gradually, with guidance in every step
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New sections like tool kits used as a smart aid for the user as he/she goes about the investment platform
FINAL DESIGN
Empower Your Financial Future: Invest Smarter, Live Larger
Color Palette
The visual design, along with the UX strategy aims to bring about clarity and transparency in the mind of the user when it comes to investing. The concept behind the platform “Investr” is to bring out the investor in you, as research has indicated that many feel incompetent with their finances. The color palette has been chosen particularly to be soothing while bringing the users to quick actions, as they go along their investing journey.
Typography
Reost: It is designed based on a geometric system so that it can fit well in any layout and different spaces, and care is taken to ensure that the interpolation deformation does not induce contrast distortion.
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Thicccboi: A modern thick design font with a gentle, narrow serif. This font features a simple yet elegant appearance.
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