Enhancing the Investment Experience : Fint

Enhancing the Investment
Experience: Fint

Product Design · 2020

Role

User Research, Product design,
Design systems, User testing

User Research, Product design,
Design systems

Time‍

06. 2020 - 10. 2020

Team‍

2 Project Managers
3 Designers

Project Type

Mobile App

Tools‍

Sketch, Zeplin

BOSEUL KIM

About

Resume

BOSEUL KIM

About

Resume

Overview

Fint is a personal customized investment service. It manages your assets with the self-developed investment management platform 'preface' and the investment engine AI 'Isaac'.
‍
Isaac builds a global ETF portfolio of various assets such as US stocks, gold and real estate to minimize the risk of loss and manage investments with the goal of generating stable returns.

Impacts

Our investment account has experienced an impressive
•Growth of 11%, resulting in a balance of $25,349.
•Deposit account by 11%, amounting to 7,260.
•New user sign-ups, with a growth of 20% of 183,816.
•Raised $60M Series A

Background

Our aim was to enhance the investing experience for our users. However, we observed a minimal increase in the number of users who made deposits. Therefore, we set out to discover effective ways to improve the situation.

Conducting user survey and interview

I conducted a survey to gather information about users' investing experiences on the app. Specifically, we targeted users who had invested more than $500 and asked them to share their experiences.

What I found on the user survey

I have discovered that users are interested in knowing the exact amount they have gained or lost on each stock they have invested in. Additionally, they desire to have a better understanding of the global stock market. It appears that users are hesitant to trust the AI engine Issac due to a lack of comprehension on how it selects investments for them.

I defined major problems

I have identified several issues based on insights.
1. There is a lack of information regarding the profit/loss of users on individual holdings.
2. The content we provide is not regularly updated.
3. There is a lack of explanation on how Issac's system operates.

Problem 1

There was no available data on the profit or loss that users have experienced from their investment holdings, and the bar graph provided was not easy to understand.

Ideate and usertesting

Option A
Remove the bar graph and provide a line graph to show profit and view each holing list on the same page by button.

Option B
Add a graph to show profit and view each holing list in the different menu.

Option C
show 2 graphs to show profit and a pie chart of consistent of stocks.
View each holing detail by the drop-down menu

Solution

Show overall profit and changes in users' holdings.

In the end, I choose option A, based on user feedback it was the most intuitive and easy to understand compared to the other options.

Problem 2

There is a lack of content related to stocks.

Solution

Present current worldwide market conditions for stocks.

Problem 3

There is no explanation about how Ai 'Issac' system works

Solution

Include a description of the Isaac algorithm's functioning, focusing on how Isaac constructs portfolios and manages assets.

Take Away

Importance of getting user's feedback
Gathering feedback from users through surveys helped me to understand what's important to them and make informed choices when designing.
Monitoring the design
By reviewing success metrics, I was able to figure out my design impacts and what other improvements I should consider for the next step.

Enhancing the Investment Experience : Fint

Enhancing the Investment Experience : Fint

Enhancing the Investment Experience: Fint

BOSEUL KIM

BOSEUL KIM

BOSEUL KIM

Overview

Overview

Impacts

Impacts

Our investment account has experienced an impressive •Growth of 11%, resulting in a balance of $25,349. •Deposit account by 11%, amounting to 7,260. •New user sign-ups, with a growth of 20% of 183,816. •Raised $60M Series A

Our investment account has experienced an impressive •Growth of 11%, resulting in a balance of $25,349. •Deposit account by 11%, amounting to 7,260. •New user sign-ups, with a growth of 20% of 183,816. •Raised $60M Series A

Background

Background

Our aim was to enhance the investing experience for our users. However, we observed a minimal increase in the number of users who made deposits. Therefore, we set out to discover effective ways to improve the situation.

Conducting user survey and interview

Conducting user survey and interview

I conducted a survey to gather information about users' investing experiences on the app. Specifically, we targeted users who had invested more than $500 and asked them to share their experiences.

What I found on the user survey

What I found on the user survey

I defined major problems

I defined major problems

I have identified several issues based on insights. 1. There is a lack of information regarding the profit/loss of users on individual holdings. 2. The content we provide is not regularly updated. 3. There is a lack of explanation on how Issac's system operates.

Problem 1

Problem 1

There was no available data on the profit or loss that users have experienced from their investment holdings, and the bar graph provided was not easy to understand.

Ideate and usertesting

Ideate and usertesting

Option ARemove the bar graph and provide a line graph to show profit and view each holing list on the same page by button.

Option BAdd a graph to show profit and view each holing list in the different menu.

Option Cshow 2 graphs to show profit and a pie chart of consistent of stocks. View each holing detail by the drop-down menu

Solution

Solution

Show overall profit and changes in users' holdings. In the end, I choose option A, based on user feedback it was the most intuitive and easy to understand compared to the other options.

Problem 2

Problem 2

There is a lack of content related to stocks.

Solution

Solution

Present current worldwide market conditions for stocks.

Problem 3

Problem 3

There is no explanation about how Ai 'Issac' system works

Solution

Solution

Include a description of the Isaac algorithm's functioning, focusing on how Isaac constructs portfolios and manages assets.

Take Away

Take Away

Importance of getting user's feedbackGathering feedback from users through surveys helped me to understand what's important to them and make informed choices when designing.

Monitoring the designBy reviewing success metrics, I was able to figure out my design impacts and what other improvements I should consider for the next step.

Other Projects

Other Projects

Texture

OCTO

CPA Ontario

Enhancing the Investment
Experience: Fint

Our investment account has experienced an impressive
•Growth of 11%, resulting in a balance of $25,349.
•Deposit account by 11%, amounting to 7,260.
•New user sign-ups, with a growth of 20% of 183,816.
•Raised $60M Series A

Our investment account has experienced an impressive
•Growth of 11%, resulting in a balance of $25,349.
•Deposit account by 11%, amounting to 7,260.
•New user sign-ups, with a growth of 20% of 183,816.
•Raised $60M Series A

I have identified several issues based on insights.
1. There is a lack of information regarding the profit/loss of users on individual holdings.
2. The content we provide is not regularly updated.
3. There is a lack of explanation on how Issac's system operates.

Option A
Remove the bar graph and provide a line graph to show profit and view each holing list on the same page by button.

Option B
Add a graph to show profit and view each holing list in the different menu.

Option C
show 2 graphs to show profit and a pie chart of consistent of stocks.
View each holing detail by the drop-down menu

Show overall profit and changes in users' holdings.

In the end, I choose option A, based on user feedback it was the most intuitive and easy to understand compared to the other options.

Importance of getting user's feedback
Gathering feedback from users through surveys helped me to understand what's important to them and make informed choices when designing.

Monitoring the design
By reviewing success metrics, I was able to figure out my design impacts and what other improvements I should consider for the next step.