Testing Demand For A Mobile Financial Advisor
To create and test a prototype, develop a brand identity, and host a marketing site to gauge demand for a mobile financial advisory service.
Role and Scope
Client: Small, family-owned financial services firm
Role: UX Designer
Timeframe: 3 months
Team: UX (1), Dev (1), Client/PO (3)
Challenges
Would users be
willing to pay
for a monthly
subscription?
How would Trend(k)
stand out from
competitors in the
crowded financial
advice market?
Was it clear users
need to visit their plan
provider to implement
portfolio changes?
How would portfolio
recommendations and
updates be managed
effectively?
Research / User Testing
Conducted remote usability testing with a diverse group of users.
Participants were guided through a series of tasks and questions while navigating an interactive prototype.
Key findings:
- Most users appreciated the transparency and ease of use but expressed concerns about the subscription model’s value.
- Clearer messaging was needed to ensure users understood the process of implementing changes through their plan provider.
Brand Identity
- Developed a vibrant yet sophisticated color scheme, reflecting the firm’s balance of energy and professionalism.
- Integrated upward diagonal elements throughout the brand identity, symbolizing the positive trajectory of financial growth, inspired by a rising stock trend.
Outcomes
The interactive prototype resonated with users, with 75% expressing interest in the concept during testing.
Adjusted content based on testing feedback to emphasize how users must act on recommendations with plan provider.
Branding elements received positive feedback, with users describing it as “trustworthy” and “approachable.”
Limited pool of features, messaging and users was tested, leaving deeper subscription feasibility and long-term user engagement unexplored.
