Finstep

An alarm clock that makes financial management easier.

FinStep is named after the combination of "Fintech" and "Step by Step". Product customers are petty office workers who often want to pay attention to the wealth management projects they are interested in. They may not be able to check the status of prices when they are at work or they may not have the help of a financial manager. FinStep has designed a personalized, intuitive financial alarm clock for petty office workers to help track real-time prices.

Time

Aug. 2018 - Sep. 2018

My Role

- Problem insights and find out solutions
- Define user flows, wireframes
- UI design

How I Start

Discover

This is a Side Project that comes from its own experience. For a small capitalist who is not sensitive to numbers, it is obvious that he wants to invest but is also afraid of trouble and that the data is difficult to understand.
When I felt my confusion, I began to ask like friends around me, and found that young office workers often encountered many problems when investing, such as being unable to check at work, too much trend information to read, easy to be ignored by financial managers, etc.
Therefore, I started an investigation and tried to come up with a designed solution.

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Interviews and Survey

What People Says

I conducted several interviews with my friends to understand their current investment behavior and pain points. At the same time, a questionnaire survey was conducted to help me understand my needs more widely and clearly.

Insight #1

Everyone’s situation is different and needs to be personalized.

Insight #2

Hope there is a platform or tool that can bring together the investment information I want to see.

Insight #3

Financial instruments terms are sometimes too complex and require more clarity.

Survey Results

Due to time constraints, the scope of the survey and the number of people are relatively small. After review, there are 22 valid questionnaires. I refer to the results of this time and the content of the interview.

Age

Average 32.73

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Total Funds for Financial Management

Less than 50,000: 31.8%
50,000 to 100,000: 27.2 %

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Current or Tried Financing Method

Main: Stocks, Funds, Foreign currencies
Minor: Futures, Gold, Bonds, Insurance, ETF

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Problem or Pain Point of Financial Management

No.1: Afraid of losing money.
No.2: Don't know when to buy/sell.
No.3: Cannot tracking any time.
No.3: Need suggestions.

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Definition of Users

Target Users

In order to empathize with the users, I created the persona which are based purely on interview and survey. These serve as a starting point to reflect on the needs of the user and possible solutions that can be considered later in building the information architecture.



Persona

Investor

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Key Features

After discussing the goals with the customer, we defined the key functions required in the first stage, which will be the core value of the initial stage of the product.

Financial Managements

There are four types of alarm clocks: stock, futures, foreign currency, and gold. Multiple alarm clocks can be created under the type.

Reminder

Each financial alarm clock can set conditions, and automatically tracks by the system and alerts users when conditions are met.

Alarm Switch

You can turn off the alarm when you do not want to receive a reminder. You can still view the real-time price when you enter the app, but there is no reminder.

Real-time Information

Every time you open the App to update the real-time price, you can also press the update button to update the status.

What have I done

According to the defined functions, I quickly create wireframes and UI designs of these functions to express the actual flow of this solution.

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Quickly View to Your Investment

Classified by financial category, clear alarm clock items are presented. Use the color to distinguish the on and off states of the alarm clock, and quickly identify the ups and downs with the color.

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Easy to Create Alarm Clock

Clearly indicate the status before selecting a financial management item, and display trend information after selection. Keep the trend information consistent with the content of the cards in the list and maintain visual consistency.

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Friendly Illustration

Use illustrations with text to guide steps or instructions. These can improve understanding and make users more patient.

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