O Portal
Client
Praisce Capital
Timeline
Set 2023 – Jun 2024
Role
Product Designer
Outcome
O Portal emerges as a holistic platform, blending cutting-edge financial tools with a user-centric design. Anticipating a transformative impact on users' financial journeys, this platform awaits its debut to redefine financial management.
Project Overview
Welcome to the next frontier in financial management! Portal is set to revolutionize the financial landscape by offering an integrated ecosystem that combines learning, tracking, and management into a singular experience. Dive into a world where finance meets innovation.
My Role
As the solo UX/UI designer, my responsibility encompassed orchestrating the design process, from initial discovery to the creation of a prototype that encapsulates Portal's vision and capabilities.
Business Objectives
- Introduce a comprehensive financial management platform.
- Enhance user engagement with personalized alerts and insights.
- Foster a collaborative community for shared growth and learning.
Goal
- Deliver an intuitive interface that simplifies complex financial processes.
- Enable users to tailor their financial portfolios and strategies.
- Facilitate seamless knowledge sharing and collaboration among users.
Challenges
- Integrating diverse financial tools without overwhelming users.
- Designing intuitive navigation for varied user expertise levels.
Usability Testing, Findings & Iterations
Engaging with a diverse user base, usability tests were conducted to validate Portal's design and functionality. Through immersive sessions and feedback loops, key insights were gathered to refine and optimize the user experience.
Findings
A recurring theme was the desire for personalized financial insights tailored to individual goals. Additionally, users expressed a need for clearer navigation paths within the platform's diverse offerings.
“I wish I had more insights tailored to my financial goals.”
UI Design & Prototype
The culmination of the design journey resulted in an interface that seamlessly integrates advanced financial tools with user-friendly design elements. With a focus on customization and clarity, Portal promises a transformative financial management experience.
