Retirement planning platform, boost savings & tax reporting
The platform is designed to help users boost their retirement savings and plan for a better future. Users can easily enter their personal details, income, and preferences, so the system can give them accurate financial advice. It includes features like investor profile, planning finances, reporting taxes, and saving money, making financial planning easier for anyone.
Challenges
- The client approached us with an existing financial application that had UI/UX shortcomings.
- The main feature of the application, the Tax Report, had poor usability and did not meet the needs of the target audience
- The main challenges for users: a) a lengthy form, b) unclear questions, c) lack of rewards upon completion, d) misunderstanding the purpose of the questionnaire.
- The client requested that to revamp the design concept and enhance the user experience of the application.
Solution
The Myiodd financial planning platform underwent a significant upgrade to improve user experience and engagement. We simplified the Tax Report questionnaire by using yes/no options and organizing it into a single easy-to-use page, allowing users to input their financial information quickly.
The platform's new interface features a progress bar and user-friendly input fields, ensuring clarity and simplicity. We provide clear explanations of benefits and incentives for completing the questionnaire. Ongoing collaboration with the client includes continuous monitoring and user feedback integration to improve the functionality of the platform, ensuring the app meets user needs with a focus on user-friendly design and efficiency.
our input
RESULTS
We implemented solutions that led to a 30% increase in user engagement and a 60% reduction in questionnaire completion time, guiding clients towards brighter financial horizons.
We improved user engagement by 30% through simpler processes and a better user experience.
Our team made the changes in just a month and a half, showing we can work quickly without sacrificing quality.
We cut the time it takes to finish the questionnaire in half, making it easier and faster for users to get things done.
Technologies
we used
Javascript
React
HTML5
CSS
PHP 5-7
LaravelWe conducted detailed interviews with the client to understand their objectives and challenges, gathering requirements that informed the creation of User Story artifacts. This phase laid the foundation for designing a platform that meets the client's needs effectively.
Using the gathered requirements, our Business Analysis team crafted User Stories that outlined specific user interactions and functionalities. For example, one User Story described how users would use the platform, such as choosing an account type and entering information in fields, ensuring a smooth user experience post-registration.
With approved User Stories and Use Cases, our UI/UX team worked on designing a functional and user-friendly interface. By incorporating client feedback and adhering to best practices, we created a seamless user flow that enhances the overall platform experience.
During the development phase, we translated the designed UI/UX into a fully functional platform, integrating features like account creation, onboarding questions, document uploading, and questionnaire completion flow. Rigorous testing and iteration provide the delivery of a high-quality product within the agreed timeline.
Following development, the platform underwent thorough testing and review with the client. We integrated feedback and suggestions to refine and optimize the platform further, ensuring alignment with client expectations and user needs.
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