Investments
for beginners
Investments
for beginners
Resume
north_east
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The Raiffeisen Bank in Russia has an investing app for private users. Despite the growing interest
in investing, many people lack knowledge about basic terms, rules, and market features.
My goal was to enhance the app's
user-friendliness for beginners while maintaining focus for experienced users. I followed
the Raiffeisen Bank's IOS design system and had
a two-month timeline to understand user needs, identify improvements, come up with ideas, create prototypes, and test the new app feature.
User & Stakeholders interviews
To gain a deeper understanding of user problems and desires, we conducted an analysis of the application’s target audience
49-60
5%
25-36
37-48
55%
20%
17
18-24
5%
15%
Age Group
Julia, 27 y.o.
UX Designer
Goals
• start investing
• buy an appartment in 10 years
• learn basic financial tools
Frustrations
• lack of experience, macroeconomy instability
• overwhelming amount of information
Important features
• accessibility, built-in tutorial
Nicolas, 44 y.o.
Goals
• financial independance
• safety cushion
Frustrations
• busy schedule
• not ready to take a risk
Important features
• transaction cost and withdrawal of funds, availability
Businessman
Based on personal interviews with users
Enhance main screen functionality
Switch between currencies
Contact with an assistant anytime
Access analytics
Get instructions for new features
Receive investments advice
Option to hide additional information
Users want:
Content
Users may face challenges due to a lack of specific data about stocks, funds, options, etc. Also, users require guidance on managing their finances or on acquiring basic financial information through the app.
Problems
Visual noise
Since there are many users with financial expertise who do not require advice, they might find themselves contending with visual clutter and numerous unnecessary elements that divert their attention.
Navigation
Users may face challenges in locating specific paper information or navigating through the app's menus and screens due to the unintuitive design and a lack of clear instructions.
Assistance
Currently users sense a lack of availability among bank representatives, making it exceedingly challenging to seek assistance for onboarding processes, app errors, and related issues.
Solutions
Content
Integrate tutorials and tips designed for beginners
Provide tools to assist in portfolio diversification
Enhance engagement for new users, fostering the development of investing habits
Visual noise
Enable experienced investors to deactivate unnecessary tips and recommendations
Introduce a dark mode for the app, incorporating key colors and elements from Raiffeisen Bank's design system.
Navigation
Integrate clear instructions and visual cues to assist users in navigating the app's menus and screens
Organize papers into categories and subcategories for seamless browsing
Assistance
Incorporate multiple ways to connect with the assistance center from various screens
Provide special recommendations on trading strategies, accounts, bonds, major companies, etc.
Content
You have the power to tailor your financial journey in the app! We offered three distinct interfaces catering to different expertise levels. For beginners, enjoy a guided onboarding process with helpful tips, recommendations, and tutorials.
Final solution
Visual noise
If you're an experienced investor, we keep your interface clean and focused, minimizing distractions.
For beginners
For profs
Navigation
Explore financial basics effortlessly with our handy "Info" icons. You're in control — customize your preferences and hide any extra information with ease. We organized papers into categories and subcategories, presenting percentages for quick understanding. Plus, benefit from valuable recommendations straight from the bank's analytics.
THANK YOU
FOR WATCHING
Let's connect!
Email me
Resume
north_east
Feel free to reach out—
I’d love to collaborate!
© 2025 Anna Kholyavko
