Major regional banks

Robo-advisor introduction project for major regional banks

01 User-friendly and fun design assisting selection of investment trusts

A unique and user-friendly design, for users who have no experience in investing, which distinguishes itself from other similar robo-advisory services. In traditional robo-advisory services risk tolerance selection and price move screen have complex designs, but we implemented intuitive visuals expressing risks and returns.

 

02 A crisp and smoothly flowing UI

To make it easier for users to enter as much data as possible, the screen is configured in such way that the forms are divided in simple screens separated by just one click. In addition, we use graphs and other intuitive visuals to convey asset allocation data, trends in asset balances, result analysis... Calculation processing is heavily optimized so the robo-advisor engine, reflects functions as optimum asset allocation instantly as to not keep users waiting. The fund selection is also streamlined so it can be easily and quickly modified.

 

Related Businesses

DX Consulting and Development Support
Back to Result List

Please feel free to contact us for project requests or inquiries.