Fintech Mobile App

Empowering Investments: Crafting the KoreConX Mobile Experience

Role

UX/UI Designer

Industry

Finance

Duration

6 months

Introduction Summary Problem Process Solution

Introduction

Transforming Investment Processes: KoreConX’s Mobile App Development Journey

KoreConX is a fintech where the main product is an end-to-end system for the entire investment process. The desktop version of the product is in the market, and the next step was to create a simplified version for mobile, allowing users to experience the entire process.

To achieve this, alignments were made with the CEO/Product Manager, Sales, Client Success, and developers to define deadlines and features. A 6-month timeframe was established, and the app should be developed for IOS and Android.

summary

Challenges

• Feature Parity with Desktop: Ensuring that the mobile app provides the same comprehensive functionality as the desktop version, despite the constraints of smaller screen sizes.

• User Experience (UX) Optimization: Adapting the complex investment process into a simplified, intuitive mobile interface while maintaining ease of use.

Solutions

• Feature Prioritization: Identify and prioritize essential features for the mobile version, ensuring core functionalities like portfolio viewing and investment management are seamlessly integrated.

• Responsive Design: Implement a responsive design approach to optimize user experience on various screen sizes, including easy navigation and quick access to key features.

Problem

Ensuring that the mobile app provides a comprehensive, user-friendly experience equivalent to the desktop version while adapting complex investment functionalities to a smaller screen and maintaining cross-platform consistency.

process

Designing for Mobile: Transforming Desktop to App Interface

The design process began with reference research, understanding Android and iOS guidelines. Subsequently, we analyzed the desktop interface, conducted tests, and crafted the mobile version, studying components and their integration into the app.

A summary of the design process at Phillips that involves Discovery, Frame, Ideate and Build

Solution

Key Features for Mobile Investment Management

The following features were defined to allow users to go through the journey of providing their personal information to invest and manage their investments on their mobile devices:

• View portfolio for all investments
• View updates from companies, news releases, reports
• View meetings and online voting
• View pending investments
• Reinvest with ease
• Alerts and notifications