The Emerald
The risk analysis survey which embarks on a journey towards informed and tailored investment strategies.
The Emerald
Risk Analysis Survey
Arihant Capital is the best retail brokerage company in India. Their users expressed a need for more information on their losses and profits, as well as strategies for investing and where to invest. This survey aims to assess their investment capability based on income and provide guidance on investment strategies.
In my debut project as a UI Designer, I collaborated with multiple teams to create a survey. My designs received team approval and subsequently led to an 18% increase in user engagement, as confirmed by testing.
Role
UX and UI Design lead
Tools
Figma, Adobe Illustrator, Adobe Photoshop
Duration
July 2023 - August 2023
Internship
Arihant Capital.Ltd
Overview
Main Goal
Develop intuitive tools to help users assess and understand their risk tolerance levels
Final Product
CHALLENGE
"How can we ensure users feel confident in their investment decisions?"
PROBLEM
Investment Dilemma: Uncertainty on Strategies and Allocation by Income.
In today's world, while financial stability remains a widespread aspiration, many individuals face uncertainty regarding investment strategies and the appropriate allocation of funds relative to their income, hindering their ability to make informed financial decisions.
*Users of Arihant Capital are baffled by the multitude of investment opportunities and struggle to determine their affordable investment amount based on their salary.
Individuals find it challenging to choose suitable strategies that match their risk tolerance
Investment Strategies
Fund Allocation
Funds distribution amid market uncertainty poses a challenge for individuals.
Funds distribution amid market uncertainty poses a challenge for individuals.
Income Levels
COMPETITIVE ANALYSIS
Survey Superiority: Setting Our Company Apart in the Market.
Conducted a comprehensive competitive analysis to gain inspiration and discover innovative UI/UX visualization techniques.
Design Principles
Conducted team discussions with the backend teams to discuss how the survey will work, what it will include and what would be the main design principles. These are the key points:
1.
User Centric Designs
As it’s a financial survey, the UI should be easy to follow
2.
Engagement
The survey should be engaging and should not ask any unimportant questions
3.
Consistent
Use Arihant Capital’s UI guidelines so that all UI in different mediums are consistent
After getting some inspirations from the competitive analysis and deciding on the design principles it was time to decide the flow of the survey.
User flows streamlined and navigated survey functionality.
USER FLOWS
IDEATION
How do we craft user-centric solutions for seamless engagement on the home screen?
Variation 1
Variation 2
Introducing the risk analysis survey and the advertisement about the mew app of the company
Making sure that the common FAQs are there on the home page for users to easily navigate their problems
On the home page there should be a section of advantages so the users are motivate to invest
IDEATION
How do we design engaging and easy to navigate survey?
Variation 1
Variation 2
Variation 3
STYLE GUIDE
How do we make sure that the UI is visually appealing and consistent?
After receiving feedback and refining the wireframes, I proceeded to establish comprehensive design guidelines within the UI/UX framework. These guidelines encompass visual elements, typography, color schemes, and interaction patterns.
Product features
User Journey
After designing the final prototypes, our team did some user testing. Through that we could see a pattern in the user journey. Therefore, we create a user journey flo
What I’ve learned ...
STAYING VISUALLY CONSISTENT
In my role, I focused on ensuring seamless translation of designs into development. This required meticulous attention to visual consistency across all design elements, from color schemes to typography. By crafting visually compelling and structurally sound prototypes, I facilitated smoother handoffs to the development team, expediting the product development cycle.
During my internship, collaboration was key. I worked closely with diverse teams, including developers, marketers, and product managers, to bring projects to life. For instance, in creating a survey, effective collaboration was vital. By fostering open communication and leveraging each team member's strengths, we streamlined the process and exceeded expectations.
Throughout my internship, I faced challenges that demanded creative problem-solving and critical thinking. From tight deadlines to technical constraints, I analyzed situations, identified solutions, and adapted strategies as needed. Whether finding alternative design approaches or troubleshooting development issues, my critical thinking skills enabled me to drive projects forward with confidence.
COLLABORATION
CRITICAL THINKING