Below are screenshots from the investor dashboard of a fund management platform I worked on. This platform brought together fund managers and investors, enabling more efficient collaboration between them.

Project Timeframe

August 2023 - November 2023

Focus

Investor Application

Role

UX design

Process

Design Thinking

Empathize

Primary User

• Individual or institutional investors using the portal to manage fund applications.

Research Methods

• Stakeholder interviews with fund managers and investors.
• Competitive analysis of leading investor portals.
• Usability reviews of existing financial application flows.

User Needs & Pain Points

• Clarity: Need for a clear, step-by-step process to complete investment applications.
• Efficiency: Minimal friction in data entry and document uploads.
• Security: Confidence that sensitive financial data is protected.
• Guidance: Help to avoid errors and ensure compliance.

Key Insights

• Investors often abandon forms due to complexity or unclear instructions.
• Many users are unfamiliar with financial jargon.
• Mobile accessibility is increasingly important for investors on the go.

Define

Problem Statement

<aside> 📌

"Investors need a seamless, intuitive way to receive, understand, and complete fund application forms online, ensuring accuracy, security, and compliance, without feeling overwhelmed by financial complexity."

</aside>

Ideate