SensibleT
Plan your Mutual Fund investments to achieve your Goals through sensible, data-driven decisions.
OVERVIEW
SensibleT is an investment management platform that aligns mutual fund portfolios with users' short, mid, and long-term goals. It monitors risk profiles and offers personalized advice, such as swapping underperforming assets, selling at the right time, and recommending better-performing investments to achieve financial objectives.
OVERVIEW
SensibleT is an investment management platform that aligns mutual fund portfolios with users' short, mid, and long-term goals. It monitors risk profiles and offers personalized advice, such as swapping underperforming assets, selling at the right time, and recommending better-performing investments to achieve financial objectives.
TIMELINE
3 Months
MY ROLE
Product Designer, Visual Designer
RESEARCH
1- The Project begins with the team discussion where the tech lead and the stakeholders putted up their idea of goal based advisory on finance management and planning which actually made sense to me when it comes to making goals achievable. The stakeholders were really optimistic about the idea and the product.
2- Once I understood the concepts and ideas ( I directly jumped into Figma ) ah nope, we dont do that here. Through Competitive Analysis, I studied thoroughly the flows and Information Architectures surprisingly (except for a few competitors) most of them were full of clutter and lot of complexities.
3- During the competitive analysis, I realized the whole process of saving and investing money to achieve goal is time taking and to users who are new to investment-game could be really boring. - To which one solution could be Gamification - “ a concept where rewards are granted for completion of task. ” The rewards could be coupons / limited access to Personal Advisory or Premium Plan / Meaningful Vouchers / Recommendations and so on.
4- Though the stakeholders empathized the problem yet the idea of rewards was rejected. A few discussions back and forth we agreed to play on keeping the UX Optimized and Visuals a little casual, fun and enjoyable.
INFORMATION ARCHITECTURE
To reduce users’ cognitive load, helping users to locate what they need without triggering a confusing-frustrating experience and help them with smooth navigation throughout the app.
USER SITE MAP
To explain Information Architecture to the stakeholders in depth and to fill certain gaps that could not be mapped in Information Architecture including Ins-and-Outs of User flows.
SPLASH SCREENS
To a give a brief for “What the product is about” using visuals same way as they are being used in the app so that users adapt the branding and also to cover up the time that the app was taking to boot up. (5-6 seconds, average)
ONBOARDING
Designed the onboarding of the user to the app based on what’s required for the Backend-Model, keeping the cognitive load minimum and focus on what’s important first.
PSYCHOMETRIC TESTS
To help Backend-Model understand the user’s best needs, a series of questions are needed to be asked from user right after the onboarding. Where two challenges arose :-
CHALLENGE 1 : Since the User have just finished the onboarding, yet instead of getting into the app, user is asked to answer tons of questions which could be a cause for the drop-off.
SOLUTION : Keeping the tendency of humans to make minimum effort. Chose to go with the layout which does not give user a complete count of tests whether just one to go and another one enough to show that there is more.
To reduce Cognitive Load (Which felt crucial at this step)
Increased size (Keeping Fitt’s Law : maximized the size to minimize the time required by user to think before making a decision )
CHALLENGE2 : Each Test include at least 6 questions (MCQ). Now since at this point user might get insecure about reaching the destination and would exit. Most likely the user will drop-off at this point.
SOLUTION : At this point, the need for making user find secure was most important, hence introduced elements which help user to navigate his current position. Placed “Next” & “Previous” for enabling Revisiting question / Re-Answering / Skipping the certain question to make the interaction maximum for retaining user for this - long time.
PERSONAL ADVISORY
Swap, Buy and Sell Funds recommendations based on your goals.
FUNDS DETAILS
View your Investment status, Risk profile, and assets alotted.
Learnings
Product Thinking : Learnt about keeping up the business goals with user centric approach
Solo Designer : Being the only designer, communication skills mattered alot, specially when presenting the technical-design complexities to the stakeholders.
TIMELINE
3 Months
MY ROLE
Product Designer
RESEARCH
1- The Project begins with the team discussion where the tech lead and the stakeholders putted up their idea of goal based advisory on finance management and planning which actually made sense to me when it comes to making goals achievable. The stakeholders were really optimistic about the idea and the product.
2- Once I understood the concepts and ideas ( I directly jumped into Figma ) ah nope, we dont do that here. Through Competitive Analysis, I studied thoroughly the flows and Information Architectures surprisingly (except for a few competitors) most of them were full of clutter and lot of complexities.
3- During the competitive analysis, I realized the whole process of saving and investing money to achieve goal is time taking and to users who are new to investment-game could be really boring. - To which one solution could be Gamification - “ a concept where rewards are granted for completion of task. ” The rewards could be coupons / limited access to Personal Advisory or Premium Plan / Meaningful Vouchers / Recommendations and so on.
4- Though the stakeholders empathized the problem yet the idea of rewards was rejected. A few discussions back and forth we agreed to play on keeping the UX Optimized and Visuals a little casual, fun and enjoyable.
INFORMATION ARCHITECTURE
To reduce users’ cognitive load, helping users to locate what they need without triggering a confusing-frustrating experience and help them with smooth navigation throughout the app.
USER SITE MAP
To explain Information Architecture to the stakeholders in depth and to fill certain gaps that could not be mapped in Information Architecture including Ins-and-Outs of User flows.
SPLASH SCREENS
To a give a brief for “What the product is about” using visuals same way as they are being used in the app so that users adapt the branding and also to cover up the time that the app was taking to boot up. (5-6 seconds, average)
ONBOARDING
Designed the onboarding of the user to the app based on what’s required for the Backend-Model, keeping the cognitive load minimum and focus on what’s important first.
PERSONAL ADVISORY
Swap, Buy and Sell Funds recommendations based on your goals.
FUNDS DETAILS
View your Investment status, Risk profile, and assets alotted.
LEARNINGS
Product Thinking : Learnt about keeping up the business goals with user centric approach
Solo Designer : Being the only designer, communication skills mattered alot, specially when presenting the technical-design complexities to the stakeholders.
SensibleT
Plan your Mutual Fund investments to achieve your Goals through sensible, data-driven decisions.