Robo Advisor—
An intelligent way to invest
Context
In the past, Quantifeed (QF) has helped many banks and financial institutions provide customer-centric investment and wealth management services. During my time with the company, QF aimed to leverage the core technology of QEngine to create a complete module for a Virtual Financial Advisor. This module offers ready-made customized wealth management solutions to financial institutions looking to quickly enter the market.
My Role
My role & Responsibilities
In this project, I collaborated closely with a PM and a design lead. My role involved overseeing the entire UX design process, from problem definition to delivering the final visual artifacts.
2-Day Workshop
We invited all decision-makers and stakeholders to attend a 2-day company vision workshop. This helps stakeholders strategically prioritize features for their roadmap.
Process
Preparation
Customer data, online and offline workshop set-up and format
Workshop
How Might We, Discussion of the common vision & bold steps
De-brief
Workshop de-brief, prioritize ideas, define principles
Customer journey
Build personas, create customer journey based on personas
Ideation
Brain storming, mid-fidelity design.
Final designs
High-fidelity design, prototyping, design guideline
#1st day - Company Vision Workshop
Participants
C-level executives
Product managers
Business development
Marketing team
Company Vision Session
#2nd day - Competitor Research Workshop
Due to some departments being in the Singapore branch, we conducted synchronous workshop both online and offline. The goal here was to plan the product strategy.
Remote workshop
Product Feature of Competitors
User Journey Map
Created user journey map based on our persona
Persona
I constructed personas for experienced investors and new investors based on our workshop.
Persona
User Journey Map
Wireframe
By synthesizing the insights gathered from previous workshops and meetings, I presented prototype and user experience flows to the senior management and relevant teams to gather feedback.
Design & Prototype
Design Principles
UI Mockups
Design Guideline
Communicated with developers
