Product Design

Advisor investment Web Application

My responsibility
  • Brand strategy
  • Competitive research & analysis
  • User flow / Wire-framing / Prototyping
  • Conducting usability study
  • UI / Interactive design
My role

Lead the Application redesign from zero to delivery

Duration

8 weeks

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Why

The existing app had a bad user experience and received many complaints. The company hopes to create a new platform to promote the company's development.

The Challenge

How to completely redesign without changing existing functionality. Reduce user learning costs and improve efficiency. And create the company brand style.

Jump to design

About Project

The project enables investors to align their investments with their values through faith-based screening.

Using the powerful IWP database, we screen tens of thousands of stock funds with different filter conditions to meet diverse customer needs.

Generate reports with a click and communicate investment choices transparently to clients. Empower positive change through informed and ethical investing!

My goals

Break through the inherent thinking and guide users through interaction.

Add illustration to make the monotonous data platform lively. Improve brand recognition.

Persona

Depends on the information I collected, build our personas. They are representative of potential users.

UI & Interaction Design

  • Streamlined and Memorable User Interface

  • Simplify User Steps with Intuitive Guidance

  • Communicate Hierarchy and Guidance with Color Variations

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Report List

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