Invest Union
Website & App
Invest Union is a platform created to connect investors, entrepreneurs, and financial professionals in a collaborative and supportive environment. The platform focuses on building a strong community where members can share investment ideas, collaborate on opportunities, and grow their portfolios together.
Client
Invest Union
Services
UX Design
Industries
Fintech
Date
June 2024
Problem
User research revealed that Invest Union users face challenges connecting with communities and mentors to explore new opportunities. They also struggle with tracking investment performance, leading to frustration. The solution simplifies networking while creating a more personalized experience.
Solution
User research revealed that Invest Union users face challenges connecting with communities and mentors to explore new opportunities. They also struggle with tracking investment performance, leading to frustration. The solution simplifies networking while creating a more personalized experience.
Design Process
• Followed the design thinking framework, starting with in-depth user research to uncover pain points and user needs. • Conducted user research based on a usability study. • Analized user behaviors and pain points, to create personas that represented key segments of our target audience. • Mapped out the user journey to understand how users would interact with the communities. • Developed an Usability Testing with first wireframes and low-fi prototypes. • Designed High-Fi Prototypes. • Searched feedback, applied new testing and established iteration stages.
Results
• Implemented community filters using tags and investment types for easier discovery. • Introduced detailed mentor profiles with expertise, experience, and reviews for personalized connections. • Developed interactive charts and graphs to enhance portfolio analysis and investment tracking. • Created a real-time transaction monitoring system for detailed updates, improving transparency. • Simplified navigation through improved wireframes and prototypes, ensuring a smooth user experience. • Continuously refined the platform through feedback and usability testing to enhance overall functionality.