Investia IAdvisor
Democratizing Investment
Context
Investia faced a critical challenge: lack of accessibility in the investment process for new users.
Beginners interested in managing their savings could only do so through agents, which limited autonomy and increased friction. My goal was to lead the design of a solution that used artificial intelligence to facilitate an intuitive and educational experience
Process
As the Sr. UX desginer, I established a holistic approach:
In-depth research: I conducted interviews with first-time clients to understand their initial barriers and expectations. I also collected key data from bank agents to identify common patterns in the needs of new investors.
Definition of objectives: I collaborated with stakeholders to establish indicators of success, such as increasing registered users and reducing reliance on agents.
User-centric design: I designed interactive flows that integrated automated portfolio recommendations, based on AI algorithms and customized to the user’s financial goals.
Iteration and testing: I performed usability tests with real users, adjusting the functionalities according to the feedback received, such as simplifying the visual options and improving the educational guides.
Solution
The resulting platform included several innovative features:
- Personalized recommendations: AI algorithms suggested investment strategies based on the user’s risk tolerance and objectives.
- Financial education: Interactive modules were developed to explain basic and advanced investment concepts.
- Clear tracking: Dashboard with visualizations showing the progress and performance of investments in a simple way.
Impact
- 35% more registered first-time users: Thanks to an accessible and intuitive user experience.
- 40% less dependence on agents: Users found in the platform the tools they needed to make initial financial decisions.
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