Citibank Portfolio Builder
Lead UI / UX designer
I led the design of a future-state portfolio builder concept for Citi to test how novice millennial investors might build and personalize a portfolio, helping secure R&D funding.
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- Team
- Product owner
- Creative director
- Lead designer (me)
- UX researcher
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- Timeline
- 3 months
- Q1 2020
- Platform
- iOS & Android
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The problem
How might we allow new investors to invest easily with confidence?
To minimize risk, novice investors should diversify their portfolios but they require help with setting goals, selecting investments, and establishing timeframes.
They often prefer investing in familiar big brands, yet this approach can carry higher risks.
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The solution
Enhancing app's screener and the portfolio builder UX for diversified investments with built portfolios.
Providing users with clear information about the specific types of securities included in the funds they choose to invest in.
Assessing the user's investment style and goals, I provided a concise summary of the assessment, accompanied by a clear rationale for presenting the portfolio suggestion.
Discovery
From Discovery to the Design Recommendation
The Problem
How might we allow novice investors to easily start building portfolio?
UX audit on the existing design
Closer look on the existing work to identify painpoints and opportunities
The Challenge
Design Exploration
Screener existing flow heuristic evaluation
Final test models
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E-com model
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Risk assessment model
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Thematic model
Outcome
Findings
