INVESTMENT APP

Simplified and redesigned a user-centric investment process for an Indian bank's financial services company

Experience Strategy

Experience Strategy

Experience Strategy

INDUSTRY

Financial Services

PROJECT TYPE

Product Strategy, App Design

DELIVERABLES

Discovery, Research, App design, Interaction design

01 // THE BRIEF

Seamlessly integrate all the investor needs into a well-curated and  easy-to-use platform. ICICI Securities approached us to craft a user-centric digital journey that simplifies the investment process.   

02 // SERVICES OFFERED

Discovery Workshop

Discovery Workshop

Discovery Workshop

Research

Research

Research

Experience Strategy

Experience Strategy

Experience Strategy

App Design

App Design

App Design

Interaction Design

Interaction Design

Interaction Design

03 // THE APPROACH

We started off with a Discovery workshop with all stakeholders to understand the expectations from this project and vision for the app. This was followed by market research and user research to understand the audience, their expectations and products they use.

Based on discovery and research insights the team came up with a comprehensive product plan to deliver app prototypes for usability testing and developer handoff.

01

Discovery

Lightning Research, Lightning Talks, Experience Mapping, HMW's (1st Cut), Crazy 8's (1st Cut)

02

Research

Market Research, Online Survey, User Interviews, Key Insights

03

Design

App theme explorations, Design, Prototype, Validate, Hand-off to dev

04 // FOCUS AREAS

Minimal interface, Simplified process, Clear messaging

Simplicity

Minimal interface, Simplified process, Clear messaging

Simplicity

Minimal interface, Simplified process, Clear messaging

Simplicity

Concept learning, Learning continuum, learn from experts

Learning

Concept learning, Learning continuum, learn from experts

Learning

Concept learning, Learning continuum, learn from experts

Learning

To learn trading without real money, Increase delights

Gamification

To learn trading without real money, Increase delights

Gamification

To learn trading without real money, Increase delights

Gamification

Investment safety, Personal information, Account information

Safety

Investment safety, Personal information, Account information

Safety

Investment safety, Personal information, Account information

Safety

05 // THE SOLUTION

An app where users can learn about investment fundamentals through rise university, get confident with gamified dummy investment modules, invest in stocks and mutual funds.
We focused on crafting user pathways that emphasize consistency and usability, facilitating seamless navigation across diverse offerings for an intuitive user experience. This entailed optimizing information architecture and refining navigation elements to guide users effectively, enhancing engagement and retention.