Citibank Mobile App
Lead UI / UX designer
Novice investors face challenges in navigating the world of investing due to a lack of personalized guidance and experience. My role was to develop a future state portfolio builder for Citibank's investment platform, aimed at addressing their specific needs.
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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.
The Design Process
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
The Experimentation and Usability Tests
Screener existing flow heuristic evaluation
The Solution
The Result
