A UI/UX Case Study by Deepen Mavani

Problem Statement

In today’s modern financial world an individual has multiple different options of investing their hard-earned money. Not having enough expertise people end up picking options that do not provide much growth or pick riskier options and potentially lose more money. These can be fatal as people invest money to achieve their goal which are at risk too.

Goal

Design an experience that lets individual investors figure out the best place to invest their money and achieve their goals. Also think about the important aspects (stating how important they are) one has to take care of before they start investing.

AI can also be a powerful driver.

What I Understood from the Problem Statement?

People who are newbies or have no prior experience in investing faces the problem of choosing the best possible option to invest their money, considering there is risk factor. The problem statement mentions that the app should help the user find appropriate place to invest while taking take care of the important factors surrounding investment.

So, it seems that the business has not yet identified what all are the factors that affects the users while investing in any form. Hence, through research I need to first scope out on what all factors actually affects the users and then focus on allowing the user to explore those. Also, as the problem statement has not explicitly mentioned, I am assuming that the app is just supposed to help user figure out the best possible investment option for themselves based on their needs and wants, and not to offer online trading services in stock, commodities, mutual funds, bonds, etc.

Questions I need answers to…

To start with the secondary research, I wanted to have an idea of what exactly I should start searching for ? So, I started by noting whatever questions I had in my mind regarding the problem statement

Secondary Research (excerpt from the Articles on the Internet)

Based on the above questions I tried collecting some insights from the internet.