Mobile Investor App

Fintech, Mobile design
Problem Statement
Building wealth is complicated for many families of the current generation. Investing is at its lowest since 1995. Many families are underserved by banks and investment houses.
Create a mobile app that will allow users to interact with an automated investing platform that selects investments and invest money without the use of a financial advisor.
Speakout Redesign Concept
The Problem

How do we speak to different generations via a mobile device and talk to them using the similar cross-generational language.This was just the first stage. More of an MVP to test theories.Based on this theory the founder created a user flow for on-boarding, producing a profile and entry into the application.


Armed with these flows we created first drafts of our idealized users.

We conducted meetings with both investors and investment bankers to review our personas and business theory. After these meetings we removed the persona of Marie Henri. It was decided that this personas would be covered by the other two, and this persona did not present much unique opportunities.

First Draft Wireframes

Wireframes started with the questionnaire process. This step sets the voice and tone of the application. As a potential barrier for a user to engaging with the app, we wanted to focus on this first to get it right. A lot of work went into language and options.Rather than settling for a boring question and answer model we used a chat method for interactions. Because most people, despite demographics, are so familiar with chatting on their mobile devices this method went well during testing. But it didn’t wow anyone.

First Draft Visuals

Initial user reactions were positive, but not fantastic. Users would go through the questionnaire process but they didn’t seem to have a amazing time doing it. Many younger people and seemed underwhelmed by the experience but they completed the flow. Users who’s second language was english had a good time with the language and did not seem to struggle too much.With this knowledge we kept the language but iterated on the visuals.To set our app apart and to give a wow factor I used iconography. These icons were to help visually reinforce the options available to the user.Take a look at working prototype for this first draft.

Image caption
Final Designs

With the questionnaire finalized we expanded to other parts of the app. Namely the walkthrough and portfolio breakdown sections.As usual we started with wireframes.

Using the wireframes as a guide I created the following visuals.

The walkthrough uses illustrations to convey a sense playfulness to users, and allows them to skip this step and go directly to the app.

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A mixture of all the Ninja Turtles 🐢 into one. Suffering from an addiction to coffee, cookies and zombies 🧟. Team player, a negotiator with developers, product owners and stakeholders.

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Experimentation,  concept designs, digital art.
Writings on design and case studies. Some fun stuff as well.
Resume, work history and professional correspondence.