FinInvest: Stock Investment App
FinInvest: Stock Investment App
FinInvest is a mobile application designed to break down the walls surrounding stock investment by providing a secure platform for users to invest while simultaneously gaining valuable insights into the world of finance.
FinInvest is a mobile application designed to break down the walls surrounding stock investment by providing a secure platform for users to invest while simultaneously gaining valuable insights into the world of finance.
Role
Role
On this project, I wore many hats, which includes UX Designer, Brand Identity Designer, UI Designer.
On this project, I wore many hats, which includes UX Designer, Brand Identity Designer, UI Designer.
On this project, I wore many hats, which includes UX Designer, Brand Identity Designer, UI Designer.
Timeline
Timeline
8 Weeks
8 Weeks
8 Weeks
Methods
Methods
User Research / User Persona / User Flow / Visual design
User Research / User Persona / User Flow / Visual design
User Research / User Persona / User Flow / Visual design
Problem Statement
Problem Statement
Many people are held back from the world of stock investments due to fear, misconceptions, and a lack of knowledge. The common worries about losing money to scams or not having enough funds act as barriers preventing potential investors from taking advantage of opportunities.
Many people are held back from the world of stock investments due to fear, misconceptions, and a lack of knowledge. The common worries about losing money to scams or not having enough funds act as barriers preventing potential investors from taking advantage of opportunities.
The Solution
The Solution
FinInvest – a mobile application designed to break down the walls surrounding stock investment by providing a secure platform for users to invest while simultaneously gaining valuable insights into the world of finance.
FinInvest – a mobile application designed to break down the walls surrounding stock investment by providing a secure platform for users to invest while simultaneously gaining valuable insights into the world of finance.
User Research
User Research
To gain a deeper insight and understanding into the problem space, I conducted user research. This research helped to discover the challenges people face when it comes to stock investments.
I conducted interviews via Zoom with seven potential target users. The aim was to identify their pain points and gain insight into their thoughts, experiences, and challenges related to investing in stocks
To gain a deeper insight and understanding into the problem space, I conducted user research. This research helped to discover the challenges people face when it comes to stock investments.
I conducted interviews via Zoom with seven potential target users. The aim was to identify their pain points and gain insight into their thoughts, experiences, and challenges related to investing in stocks
Key Research Findings
Key Research Findings
User interviews revealed two primary challenges faced by potential investors in the stock market:
1. A lack of trust around fund security and transparency
2. Insufficient knowledge about how stock investing works and how to evaluate individual stocks
These insights informed the core UX focus: building trust, reducing friction, and providing accessible investment education.
User interviews revealed two primary challenges faced by potential investors in the stock market:
1. A lack of trust around fund security and transparency
2. Insufficient knowledge about how stock investing works and how to evaluate individual stocks
These insights informed the core UX focus: building trust, reducing friction, and providing accessible investment education.
User Persona
User Persona
I created two user personas “Kate and James” based on the data gathered from the user research. These personas represent the ideal users.
I created two user personas “Kate and James” based on the data gathered from the user research. These personas represent the ideal users.
User Flow
User Flow
After analyzing research insights, I used FigJam to create a user flow that visualizes the steps users take to achieve their goal—in this case, investing in stocks.
After analyzing research insights, I used FigJam to create a user flow that visualizes the steps users take to achieve their goal—in this case, investing in stocks.
Sketch
Sketch
To visualize my ideas, I started with pencil-and-paper sketches, allowing for quick ideation and iteration.
To visualize my ideas, I started with pencil-and-paper sketches, allowing for quick ideation and iteration.
Branding
Branding
For the logo, I aimed for simplicity and self-explanation. I merged the letter 'F' with an upward arrow, creating a symbol that represents FinInvest. The 'F' stands for Financial, and the upward arrow signifies growth.
The brand colour is green, chosen for it’s symbolism of abundance and growth, reinforces these values within the brand.
For the logo, I aimed for simplicity and self-explanation. I merged the letter 'F' with an upward arrow, creating a symbol that represents FinInvest. The 'F' stands for Financial, and the upward arrow signifies growth.
The brand colour is green, chosen for it’s symbolism of abundance and growth, reinforces these values within the brand.
KYC/Sign Up Screens
KYC/Sign Up Screens
One of the key pain points identified in user research was the tedious KYC process on investment apps. To address this, the FinInvest KYC process was carefully designed to balance security and user experience. The process captures essential details for maximum security while remaining straightforward, simple, and user-friendly. Given the importance of security in FinTech, this approach ensures a seamless KYC experience without compromising on safety.
One of the key pain points identified in user research was the tedious KYC process on investment apps. To address this, the FinInvest KYC process was carefully designed to balance security and user experience. The process captures essential details for maximum security while remaining straightforward, simple, and user-friendly. Given the importance of security in FinTech, this approach ensures a seamless KYC experience without compromising on safety.
High Fidelity Design
High Fidelity Design
Onboarding Screens
Onboarding Screens
The onboarding screens were designed to provide the users with a sneak peak of what to expect from the app. The screens were designed to introduce users to app's functionalities and benefits
The onboarding screens were designed to provide the users with a sneak peak of what to expect from the app. The screens were designed to introduce users to app's functionalities and benefits
Sign In Screens
The Sign In screens enable users with an existing account to access FinInvest seamlessly. The process is straightforward, and users can easily reset their password if needed.
The Sign In screens enable users with an existing account to access FinInvest seamlessly. The process is straightforward, and users can easily reset their password if needed.
Home Page Screens
Home Page Screens
The homepage screens serves as a dashboard where users can easily view an overview of their stocks, access their portfolio, find essential information, and navigate to other parts of the application.
The homepage screens serves as a dashboard where users can easily view an overview of their stocks, access their portfolio, find essential information, and navigate to other parts of the application.
Invest Screens
Invest Screens
The invest screens are designed for users to browse stocks, view details, and purchase desired stocks, simplifying the purchase process while delivering an optimal user experience.
The invest screens are designed for users to browse stocks, view details, and purchase desired stocks, simplifying the purchase process while delivering an optimal user experience.
Learn Screens
Learn Screens
Based on research identifying a lack of knowledge about stock investment as a key pain point, the Learn screens were designed to educate users, covering topics from stock market basics to advanced investing. These screens cater to both beginners and experts, helping bridge the knowledge gap and empower users
Based on research identifying a lack of knowledge about stock investment as a key pain point, the Learn screens were designed to educate users, covering topics from stock market basics to advanced investing. These screens cater to both beginners and experts, helping bridge the knowledge gap and empower users
Withdrawal Screens
Withdrawal Screens
The withdrawal screens are designed to offer users a hassle-free process to withdraw their funds. Users can add their preferred bank account and withdraw a chosen amount from their available wallet balance.
The withdrawal screens are designed to offer users a hassle-free process to withdraw their funds. Users can add their preferred bank account and withdraw a chosen amount from their available wallet balance.
Portfolio & Transaction History Screens
Portfolio & Transaction History Screens
The portfolio and transaction history screens allow users to track their stocks and review their transaction history.
The portfolio and transaction history screens allow users to track their stocks and review their transaction history.
Deposit Screens
Deposit Screens
The deposit screens enable users to seamlessly fund their wallet and purchase stocks. Users can choose to add funds via bank transfer or credit/debit card.
The deposit screens enable users to seamlessly fund their wallet and purchase stocks. Users can choose to add funds via bank transfer or credit/debit card.
Support Screens
Support Screens
Based on research insights identifying lack of support as a user pain point, the support screens are designed to provide users with 24/7 access to immediate online assistance when needed.
Based on research insights identifying lack of support as a user pain point, the support screens are designed to provide users with 24/7 access to immediate online assistance when needed.
Key Takeaway from the project
Key Takeaway from the project
The FinInvest design project reinforced the importance of putting users at the center and creating interfaces that are both visually appealing and highly functional. Through user research, I gained valuable insights into users' needs and pain points, emphasizing the critical role of usability in designing an effective investment app experience.
Additionally, I learned that designing a FinTech application goes beyond aesthetics, especially when addressing essential processes like KYC. Recognizing that the KYC process can be cumbersome, I conducted in-depth research on KYC procedures in FinTech, including the specific data required from users and the reasons for its collection. This deeper understanding informed the design of the KYC screens in the FinInvest app and underscored the importance of balancing security with a seamless user experience.
This project highlighted the necessity of a user-centered approach in creating functional and trustworthy financial applications.
The FinInvest design project reinforced the importance of putting users at the center and creating interfaces that are both visually appealing and highly functional. Through user research, I gained valuable insights into users' needs and pain points, emphasizing the critical role of usability in designing an effective investment app experience.
Additionally, I learned that designing a FinTech application goes beyond aesthetics, especially when addressing essential processes like KYC. Recognizing that the KYC process can be cumbersome, I conducted in-depth research on KYC procedures in FinTech, including the specific data required from users and the reasons for its collection. This deeper understanding informed the design of the KYC screens in the FinInvest app and underscored the importance of balancing security with a seamless user experience.
This project highlighted the necessity of a user-centered approach in creating functional and trustworthy financial applications.