Industry
Investments
Role
Product Design
Year
2021
Client
Guru
New investment wallet
This project aimed to serve users for a new phase of the Guru app, where we transitioned from being invest aggregators to becoming an application for users to trade investing options. A project that started from dicovery to delivery.
Understanding the current scenario
• The wallet had usability issues, with interactions that were not working properly (mainly in smaller screens), such as scrolling on the position screen and the asset bottom sheet on the wallet page. This issue accounted for nearly 20% of the support calls. • The wallet was simple and worked for a certain group of users, but it did not meet all the needs in this new phase. • Lack of filters to assist the user in their decisions.
We did workshops with stakeholders to determine the scope, changes and map out the improvements. Within the scope were: inclusion of sorting, filters, dividends, and closed position history.
We knew that we had to cater to our three personas, who have different profiles and different ways of investing or monitoring their investments. We did a benchmark of leading investment companies and how they resolved their wallets.
Desk research and data analysis
We mapped user pain points through store comments, surveys, and past interviews. Data within the app, such as the number of assets (The mode average was 18 per user) and synchronized portfolios (mean of 2 per user).
Users Interviews
We had to make assumptions, create a script, recruit participants, and conduct interviews. We interviewed three users of our application, and one who was not. Out of these four, three were beginners in investments and one was advanced.
About the current portfolio, for those who don't have much knowledge about investments, we had a few insights, which are:
• We want a big summary - whether it's positive or negative. • We want to know if even with dividends it's negative. • We want to know if it's earning more than in savings. • Too many details or filters aren't important.
For the more advanced users, the key points were:
• They want to know the portfolio and asset evolution over time. • They want to have an overview of the portfolio as a whole. • They want to see a comparison with the CDI (Certificate of Interbank Deposit) rate.
User comments
