01
Saving-account had been expected to be a new killer feature for the Richart APP.The goal was to acquire new users and improve user retention.
The new features had to be brilliant enough to break the boring stereotype, and also be consistent with the existing design guidelines.
UX design: March - April, 2020
User testing: mid-May, 2020
UI design: May - June, 2020
Carefully communicate features of the types of saving accounts, to prevent overwhelming details at the first sight.
Use tables to show overall differences for a quick comparison.
The universal pot (萬用罐) helps people managing their money, so it can be deposited and withdrawn at any time. Users can also set up a goal or auto-deposit at their convenience. On the other hand, the coin jar (零錢罐) aims to help people who don't have a habit of saving to save regular by accumulating small change. User cannot withdraw the money until you decide to "break" it.
Since the amount of users have deposited to the coin jar is hidden until they decide to break it, it is important to make the journey more tangible. For examples, there are 2 chances per month to "peek" the amount. Moreover, when the amount reach a certain number, the level of the coin jar will automatically upgrade and reveal its new cover.
02
As new investment products and portfolios were joining the Richart APP, the existing information architecture of investment page had problems to fit for them.
The purpose of the revamp was helping users to easily explore investment products and portfolios, which would keep increasing.
A new sustainable framework needed to be built up in this revamp, and its related functions also needed to be considered and adapted to it accordingly.
UX design: mid-July, 2020 (2 weeks)
UI design: early-August, 2020 (2 weeks)
Integrating 3 types of portfolios on the explore tab (主題探索), but beware of the consistency. Using the same interaction "Swipe the card " to switch from one portfolio to another. If there were only one portfolio, using page instead of card. Investment products such as funds, ETFs and US stock should also are designed to be grouped like portfolios for quick browsing.
All products are listed in the new tab (自己選) by categories. Users could select multiple products to form a portfolio. A shopping cart would appear when users have selected products. The shopping cart is an important call-to-action button not only on the listing page, but also on the detail page. It offers necessary interaction according to the page.
03
The requirement to revamp the personal loan page came with more product plans, such as car loans and motorcycle loans.
The goal of this requirement is to make new information architecture suit for presenting a variety of loan products.
Moreover, the privilege (麻吉優惠) for each user should be attractive and understandable.
UX design: November, 2020
User Testing: November, 2020
UI design: early-December, 2020
04
As new insurance products joining the Richart APP, optimizing each product's application process was necessary for a better conversion rate.
Annuity insurance was a complicated product that is full of terms and numbers. Turning this process from standard to user-friendly was the biggest challenge.
UX design: late-May, 2020
UI design: early-June, 2020
Most of the design presented on this page had been developed and updated to the Richart APP.
Some details have been changed according to the non-disclosure agreement.
