Business need
Client needs a way to showcase their list of model portfolio offerings in order to attract new investment customers to the firm.
Solution
An engaging mobile experience that offers pre-constructed portfolios, insights, and research to empower individual investors
Methodology
Discovery period involved interviews and Q&A with stakeholder, extensive competitive analysis, identification of the key features and quantitative research that resonates well with this audience; Final deliverable includes high fidelity wire frames in support of interactive demos for pilot testing; Click on image below to view interactive demo (created in Figma)
Tap/click below for iVest demo
Client needs a way to showcase their list of model portfolio offerings in order to attract new investment customers to the firm.
Solution
An engaging mobile experience that offers pre-constructed portfolios, insights, and research to empower individual investors
Methodology
Discovery period involved interviews and Q&A with stakeholder, extensive competitive analysis, identification of the key features and quantitative research that resonates well with this audience; Final deliverable includes high fidelity wire frames in support of interactive demos for pilot testing; Click on image below to view interactive demo (created in Figma)
Tap/click below for iVest demo
Identifying templates and working out page level navigation
Competitive analysis is an important part of research and continues in various forms through out the project