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.
Tailor the sales experience for an agile and mobile target group (sales)
Bring together a stack of legacy functionalities to the new platform
Break down and mitigate the possible dependencies from other platforms through new design
Create a flexible sales experience from proposal to signing
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
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.
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.
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.
Tailor the sales experience for an agile and mobile target group (sales)
Bring together a stack of legacy functionalities to the new platform
Break down and mitigate the possible dependencies from other platforms through new design
Create a flexible sales experience from proposal to signing
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
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.
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.
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.
Tailor the sales experience for an agile and mobile target group (sales)
Bring together a stack of legacy functionalities to the new platform
Break down and mitigate the possible dependencies from other platforms through new design
Create a flexible sales experience from proposal to signing
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
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.
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.
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.