Main Project: Simple Invest

Crafted and improved Simple Invest's UI through user research, elevating user engagement and satisfaction with a seamless, user-friendly design.

Role

UX/UI Designer

Industry

Academic Project

Duration

4 weeks

Description

Led the transformation of Simple Invest's UI through Figma, conducting thorough user research to identify and alleviate pain points. This approach significantly boosted user engagement and satisfaction by introducing substantial improvements to the UI design, culminating in a meticulously crafted, enhanced interface that highlights its user-friendly features.

Problem

The challenge of entering the stock market often looms large, particularly for newcomers, with the complexity of opening a trading account, grasping the intricacies of the market, and making sound investment choices posing a significant hurdle. Our objective is to demystify the investment journey, streamlining it to be straightforward and approachable for everyone.

Solution

Our app, Simple Invest, aims to provide a user-friendly platform for investing in the stock market. We take inspiration from the Zerodha app, which has revolutionized online trading in India. Simple Invest will offer a streamlined account opening process, making it easy for anyone to start investing in stocks. Our app will also provide educational resources to help users make informed investment decisions.

Target Audience

• Young audience comprising of students who want to safely invest their funds

• Middle aged investors seeking a new, risk-ready platform

• Older individuals who want to safely invest their money

User Need

• Clear and concise information about investment options

• Easy-to-use interface

• Educational resources

• Personalized investment recommendations

• Simplified account opening process

• Transparent and affordable fees

• Reliable customer support

Persona

Amanda Patel, a 22-year-old finance student at UT Austin and part-time barista, is dedicated to learning about the stock market and enhancing her trading skills
She aspires to leverage her growing knowledge to launch her own investment firm and values networking with professionals to broaden her understanding
Frustrated by the lack of resources for student traders and the need for real-time market information, she seeks a trading platform that can support her ambitious goals

Storyboard

Flowchart

Diary Study

Planning and Preparation – objectives, diary types, questions and setting dates
Pre-study brief - discussion with participants
Logging Period – In Situ logging and Snippet Technique
Post study follow-up - conducting post study interviews
Process the data and analyses – evaluating the behaviors

Diary Study of a person

Description

Problem

Solution

Target Audience

• Young audience comprising of students who want to safely invest their funds

• Middle aged investors seeking a new, risk-ready platform

• Older individuals who want to safely invest their money

User Need

• Clear and concise information about investment options

• Easy-to-use interface

• Educational resources

• Personalized investment recommendations

• Simplified account opening process

• Transparent and affordable fees

• Reliable customer support

Persona

Amanda Patel, a 22-year-old finance student at UT Austin and part-time barista, is dedicated to learning about the stock market and enhancing her trading skills
She aspires to leverage her growing knowledge to launch her own investment firm and values networking with professionals to broaden her understanding
Frustrated by the lack of resources for student traders and the need for real-time market information, she seeks a trading platform that can support her ambitious goals

Storyboard

Flowchart

Diary Study

Planning and Preparation – objectives, diary types, questions and setting dates
Pre-study brief - discussion with participants
Logging Period – In Situ logging and Snippet Technique
Post study follow-up - conducting post study interviews
Process the data and analyses – evaluating the behaviors

Diary Study of a person

Design System: color palette and typography

Colors :

Blue - #0396D7

White- #FFFFFF

Red- #167D3F

Green-#AA2B32

Primary Font: Montserrat

Usage:

Splash Page Font: Montserrat, Medium, 49Px

Headings: Poppins, Regular, 23Px

Secondary Font: Montserrat

Usage:

Paragraph: Montserrat, Regular, 15Px

Input Fields: Montserrat, Regular, 14Px

Sub-headings: Montserrat, Regular, 22Px

Logo

Significance of user onboarding

The significance of user onboarding is that it helps new users to understand the features and benefits of the product or service they are using. In the context of a simplified investment platform, a good user onboarding experience can help users to:

Understand how to use the platform: User onboarding helps to teach users how to navigate the platform and use its features effectively.
Learn about investment options: Onboarding can provide educational resources to help users understand the different investment options available and make informed decisions.
Increase user confidence: A positive onboarding experience can build user confidence, reduce anxiety, and encourage them to continue using the platform.
Increase user retention: Effective onboarding can lead to higher user retention rates, as users are more likely to continue using the platform if they feel comfortable and confident with it.
Promote brand loyalty: A good onboarding experience can create a positive brand impression, leading to increased brand loyalty and advocacy.

a cell phone with a yellow rectangular screen

Conclusion

Simple Invest is an investment platform designed to demystify the investing process, making it more accessible to everyone. It boasts a user-friendly interface that prioritizes simplicity and intuitiveness, ensuring a seamless user experience for both novice and experienced investors. Key features of Simple Invest include a competitive low-fee structure, a streamlined account opening process with straightforward Know Your Customer (KYC) procedures, sophisticated trading tools for various investment strategies, and a wealth of educational resources to support informed investment decisions. This holistic approach positions Simple Invest as an ally for those looking to engage with the financial markets with confidence and ease.