Background
Once users signs up and input the mandatory information into the portal and complete their contract by putting down 10% of annual rental income they will have access to various property financial statements on the dashboard updated every three months such as portfolios, monthly expenses, overview of mortgage, insurance plan.
Challenge
In user portal, it shows various financial information by category and visualizes them effectively so that users can easily understand their property portfolio, trends and finacial analysis.
Role: UI/UX design, user research, wireframes
Process: Comparative Analysis, User Flows, Wireframe
Research
Comparative analysis: To see how other financial institutions utilize design elements and structures to help users achieve their goals.
Quality analysis : working with cross functional team to share customers’s feedback and discuss how new design can meet their expectation.
Opportunities
According to research, it indicates whether our Sign-up flow, which is different from the most of others, with a low success rate is related to user’s needs and pain points and make it necessarily looked into each stage.
Problem statement
How can we help users understand the information and trends about their properties through a simple sign-up flow and make smart choices?
Ideate
Based on the analysis, some UI elements are adjusted focus on consistency such as spacing, font size, margin, button size , and add question icons, bubbles, tags.
For the sign-up flow, we divided it with two flows, sign-up ending with calendar to schedule and account setup instead of making it long process of one flow. When user is back it will start where user stoped last time.