Objectives
- Understanding users' lifestyle, values and needs:
Understand users' motives to purchase financial products, their values about financial trading, how they trade, what they expect towards the financial products etc. - Prototype evaluations:
Evaluate and receive user feedback on the new app's concept, UI, IA and functionality, to get insights for the product improvement.
Procedure
- In-depth interview
- Usability test
- Rating
Approach 1: Analysis on user behaviors and values (IDI)
- Understanding user touchpoints and involvement with financial products
Interviewed in detail on target users' daily involvements with financial products and their values in regards to the investment: How they started the financial trading, what information resources they use, their trading habits / personal rules etc. - Understanding user opinions towards financial products
Interviewed about financial products / platforms users had ever traded (on) and got their opinions and expectations towards them.
Approach 2: Prototype evaluations (Usability testing)
- Understanding of the product concept:
Evaluated users' understanding of the product concept and functionality at the first view. - Validation of the UI design:
Interacting with the prototype, validated the effectivity of the IA/UI elements which are the keys for the trading.
Approach 3: Validations of the product concept (Post interview / Rating)
- Analysis of the trading experience:
Evaluated the overall trading experience by rating and get supporting opinions about the product concept and functionality to get the insights for the improvement. - Identification of the UI issues:
Evaluated the UI design and interactions by rating and received feedback on strength and weakness in detail, to provide practical recommendations.
Project Results
- Clarifying the possibility of the new product:
Clarified how target users position and interact with the financial products in their daily lives, and validated the possibility of the new product in the local market. - Clarifying improvement opportunities:
As well as identifying UI and functional issues, clarified the improvement opportunities to enhance the reliability and satisfactions of the product.
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