Investas
Community building in investment app to
Learn, Invest and Grow
Objective
Create a credible social financial platform where a person can learn about investment from experts and advisors, make investments, chat wth peers for advice and build a social community and share his investments with family and friends.
My Design process
User Persona
Competitor analysis
Research
Ideate
Visual Design
Prototype
User personas
I created user personas capturing two types of users to embody common use cases capturing the diverse goals and the needs of the user base
Samarth Singh
Young investor
Needs
Used any other finance app before?
Pains
Age: 30
Work: Software Engineer
Reliability
Yes
Data security and privacy issues
Insufficient knowledge is provided
Transparency issues for money and investments
Difficulty using the platform
Learn money investment and management
Speak with fellow investors
Location: Bangalore
Responsible
Adventurous
Risk taking
Tech Savy
Nimisha Gopal
Beginner
Needs
Used any other finance app before?
Pains
Age: 45
Work: Teacher
Reliable and safe
No
Where & How to start
Finance & investment jargons
Transparency in investments
Learn money investment and management
Needs as mentor
Suggestions
Location: Bhopal
Responsible
Exploring
Safe investments
Needs mentor
Inspiration & Competitor Analysis
I created a user persona for a person named Samarth who can be a potential user of a financial platform
investor.vanguard.com
The navigation menu of Vanguard gives a lot of information about the services, a finance guidance platform must include or geneally have.
A clear list of goals, advice, guidance and education categorized in appropriate fields.
A tab for News & perspective is also very helpful for the users.
Vanguard
Smallcase is a very clean and beautifully designed investment app
The IA of the app and Flows of the app feels very easy to use. Even the UI feels clean and hence, saves the user from getting overwhelmed.
The bottom Navigation is very useful and easily reachable by the user.
The Caroussel cards looks clean and take less space.
Smallcase App
Groww tops the competitor’s list with an outstanding UI. The Visual style and minimalistic aesthetic add on to the experience.
Again the sliding cards at ‘popular funds’ are easy to check and use.
The options for investment in ‘Collections’ are arranged in a simple and minimalistic way with enough white space that it looks clean.
The Caroussel cards looks clean and take less space.
The basket and watchlist icons at the top are also very useful.
Groww App
Ideation
Information Architecture
From my research and analysing different platforms that provide similar services, I created the Information Architecture for our App as a step towards achieving the solution to our problem statement.
Homepage
Learn
Profile
Invest
Mutual funds
ETFs
Stocks
Bonds
Cash options
Others
Home
Learn from Experts
My Account
Overview
Learn
Investing Goals
My investments
Investment plans
Invest
Investor Education
Settings
Account types
Personal Adviser
Help & Support
Profile
Search
Retirement planning
Logout
Chat
Notification
Other resources
Ideation
Wireframes
To get a clearer vision of content and information layout across various screens, I started off with a few Hi-Fi wireframes to explore the overall composition and refine my design direction.
Final Design
Utilizing Figma, I translated my wireframes into high-fidelity designs, bringing the user experience to life.
Color Palette:
45A2A2
Primary color
#310E3A
Heading font
#827885
Other
#F0F7FF
Font:
Source Sans Pro
ABCDEFGHIJKLMNOPQRSTUVWXYZ
ABCDEFGHIJKLMNOPQRSTUVWXYZ
0123456789
Styles
Get in Touch
shraddhaup99@gmail.com