Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
2020
PRODUCT DESIGN LEAD
IMPROVED INVESTMENT ALLOCATION FLOW
Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
Offer a multi-directional platform that offers a good experience for different users (B2B2C)Enable people from all walks of life to simulate how their and be part of decentralized P2P energyEnable researchers to push the boundaries of P2P energy through blockchain
My role as the Lead Designer, was to manage and exectue the entire design process, starting from discovery to execution, my contribuition included identifying the problems the product had to urgently solve and also plan for future KR goals with stakeholers helping them to identify the value proposition of new projects, executing roadmaps and defining the scope of the MVP overseeing the whole product process after implementation and iterating on improvements from user feedback.
Make the experience on investing on complex products accessible to anyone.
Offer few and clear options instead of bombarding users with infinite investment products.
Offer good investment returns with lower effort
User base growth
AUM$ (Assets under management)
Funded accounts growth
The challenge was to make people feel like they were investing in one single thing, even though every strategy had several financial products within it. The goal was to present enough information to inform decisions while keeping the design clean. So I've decided to use info cards with expandable affordanceto to tap into in-depth details of a strategy. The user has two choices: Let A.I. decide their allocation in a transparent way Choose their own allocation for each strategy
Signaling to users that they could edit their positions after investing was an important step to establish turst and get users to invest often. We've decided to use the same foundations used to invest initially on editing for consistency and predictability in the experience.
After introducing a pattern with strategy cards and introducing portfolio allocation users started to understand how they could diversify their strategies. We were ready to push a little more and work on enabling users to invest on more aggressive and fast-paced investments with ease with Thematic Trading. Our goal was to make thematic trading fun and exciting, so we've played with the collectibles concept of collectibles, where users could unlock exclusive strategies by investing consistently.
With a new multiple-investing strategy in place the need to visually represent a multiple asset portfolio. I've created a concept where the user's portfolio is a sphere that contains multiple objects inside which are the investment strategies, and as the market is more or less volatile the sphere changes behavior from still to displaced.
Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
2020
PRODUCT DESIGN LEAD
IMPROVED INVESTMENT ALLOCATION FLOW
Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
Offer a multi-directional platform that offers a good experience for different users (B2B2C)Enable people from all walks of life to simulate how their and be part of decentralized P2P energyEnable researchers to push the boundaries of P2P energy through blockchain
My role as the Lead Designer, was to manage and exectue the entire design process, starting from discovery to execution, my contribuition included identifying the problems the product had to urgently solve and also plan for future KR goals with stakeholers helping them to identify the value proposition of new projects, executing roadmaps and defining the scope of the MVP overseeing the whole product process after implementation and iterating on improvements from user feedback.
Make the experience on investing on complex products accessible to anyone.
Offer few and clear options instead of bombarding users with infinite investment products.
Offer good investment returns with lower effort
User base growth
AUM$ (Assets under management)
Funded accounts growth
SHOPPING FOR INVESTMENT STRATEGIES
The challenge was to make people feel like they were investing in one single thing, even though every strategy had several financial products within it. The goal was to present enough information to inform decisions while keeping the design clean. So I've decided to use info cards with expandable affordanceto to tap into in-depth details of a strategy. The user has two choices: Let A.I. decide their allocation in a transparent way Choose their own allocation for each strategy
EDIT ALLOCATION
Signaling to users that they could edit their positions after investing was an important step to establish turst and get users to invest often. We've decided to use the same foundations used to invest initially on editing for consistency and predictability in the experience.
After introducing a pattern with strategy cards and introducing portfolio allocation users started to understand how they could diversify their strategies. We were ready to push a little more and work on enabling users to invest on more aggressive and fast-paced investments with ease with Thematic Trading. Our goal was to make thematic trading fun and exciting, so we've played with the collectibles concept of collectibles, where users could unlock exclusive strategies by investing consistently.
With a new multiple-investing strategy in place the need to visually represent a multiple asset portfolio. I've created a concept where the user's portfolio is a sphere that contains multiple objects inside which are the investment strategies, and as the market is more or less volatile the sphere changes behavior from still to displaced.
Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
2020
PRODUCT DESIGN LEAD
IMPROVED INVESTMENT ALLOCATION FLOW
Q.AI is an AI-powered platform powered by A.I. with the goal of simplifying the investment experience through an exciting and intuitive experience. My role on this project was to improve the portfolio allocation flow.
Offer a multi-directional platform that offers a good experience for different users (B2B2C)Enable people from all walks of life to simulate how their and be part of decentralized P2P energyEnable researchers to push the boundaries of P2P energy through blockchain
My role as the Lead Designer, was to manage and exectue the entire design process, starting from discovery to execution, my contribuition included identifying the problems the product had to urgently solve and also plan for future KR goals with stakeholers helping them to identify the value proposition of new projects, executing roadmaps and defining the scope of the MVP overseeing the whole product process after implementation and iterating on improvements from user feedback.
Make the experience on investing on complex products accessible to anyone.
Offer few and clear options instead of bombarding users with infinite investment products.
Offer good investment returns with lower effort
User base growth
AUM$ (Assets under management)
Funded accounts growth
The challenge was to make people feel like they were investing in one single thing, even though every strategy had several financial products within it. The goal was to present enough information to inform decisions while keeping the design clean. So I've decided to use info cards with expandable affordanceto to tap into in-depth details of a strategy. The user has two choices: Let A.I. decide their allocation in a transparent way Choose their own allocation for each strategy
Signaling to users that they could edit their positions after investing was an important step to establish turst and get users to invest often. We've decided to use the same foundations used to invest initially on editing for consistency and predictability in the experience.
After introducing a pattern with strategy cards and introducing portfolio allocation users started to understand how they could diversify their strategies. We were ready to push a little more and work on enabling users to invest on more aggressive and fast-paced investments with ease with Thematic Trading. Our goal was to make thematic trading fun and exciting, so we've played with the collectibles concept of collectibles, where users could unlock exclusive strategies by investing consistently.
With a new multiple-investing strategy in place the need to visually represent a multiple asset portfolio. I've created a concept where the user's portfolio is a sphere that contains multiple objects inside which are the investment strategies, and as the market is more or less volatile the sphere changes behavior from still to displaced.