Project Overview
Research Team
My role
Understand pain points
Figure out dop-off stages
To Design the flow
Usability testing
Create Wireframes
Visual Designs
Product Manager
2 weeks
Who I worked with
Timeline
Glide Invest
Onboarding Case Study
The Problem Statement
Glide Invest is an App that is trying to solve the problem that people have while picking mutual funds & also creating awarness on diversification of asset..
Our major issue was the onboarding as there we 56% of dropoffs occuring at our risk tolerance section.
SEBI forces advisory apps to get the customers risk profile before suggesting them with any plan
The User Problem
As a user who is not familiar with mutual funds, the first thing they see is the word “RISK”
The Question that were asked were too personal and confusing. Some of the users could not relate to the questions asked
The users have not seen enough value to answer these questions and were forced to do so..
Old Designs - Flow
No skip, critical for personalized plan suggestions without necessary data.
Users were getting confused with the functionality of every screen
In usability tests, I identified high friction with the last two questions.
They were also a little taken back with the word “Risk”
I plan to stop working in
Planning well for an early retirement
is the first step to achieving it!
“
25 & Above
20 Years
15 Years
10 Years
5 Years
Continue
Continue
I want to open an account with Glide Invest to
5 times your monthly salary should be saved in an Emergency Fund.
“
Have some
emergency
money ready
Invest in mid &
long-term goals
Invest in my
short-term goals
Invest in multiple
goals, as needed
Continue
My current investment discipline is
5 times your monthly salary should be saved in an Emergency Fund.
“
No financial
discipline at all!
Regular and
unplanned
Irregular and
unplanned
Regular and
planned
?
🦊
🐌
🦄
Continue
My knowledge of investment in financial assets is
Planning well for an early retirement
is the first step to achieving it!
“
Very familiar
Not familiar
Not Familiar
Continue
With my investments,
I would like to focus on
Steady gains with moderate loss
Avoiding loss at any cost
Beat inflation, whatever the cost
Maximize gains, even at great risk
Planning well for an early retirement
is the first step to achieving it!
“
Continue
If my portfolio loses 20% or more of its value, I’ll
Planning well for an early retirement
is the first step to achieving it!
“
Do
nothing
Sell, if my advisor
asks me to
Buy
more!
Sell, because
my friends are
Welcome to
the world of
guided investing.
Your investments, on auto pilot.
Let’s complete your
risk profile before
portfolio recommendations.
This is a one time requirement and
takes less than 5 minutes
Continue
Why risk profile is required?
The What...
What we were doing..
Instead of simplifying, we were scaring the users at the very beginning! They were’nt seeing enough value..
What we should have..
Instead of holding these 6 questions as a problem, I realised that we can turn it into something that the user will find value in..
Wireframes
Hi, I’m Alia
Sr.Investment Advisor
Let’s get to know you better!
Enter your name
Get Started
“I will guide you throughout your
investment journey!”
With your investments, what do you want to achieve?
Steady gain with moderate loss
Avoiding loss at any cost
Beat inflation, whatever the cost
Maximize gains, even at great risk
Continue
I’ll do it later
Sagar, how do you want to
use Glide Invest?
You’ll still have access to all the features.
I’m new to investments,
Guide Me
Do it Myself
Get a free expert-led plan
Get access to 1000+ direct funds
I am an expert at investing, I’ll
Now let our experts guide you in choosing the right investment plan!
Answer a few questions in 2 mins
Get a personalised Investment plan
Step 1
Step 2
Step 3
Invest in few clicks. Track anytime
I’ll do it later
Let’s Go
Wow Sagar, that was great!
We’re evaluating your investment style..
Balanced investors prefer to reduce risk and enhance their returns equally.
Your investment style is like a Balanced Investor!
Traits of a Balanced Investor
You balance it right
1
You ace the budget game
2
Fun comes first but not at a cost
Your life is a balance and that's what you want from your investments.
You rarely exceed your budget because you plan well.
You know how to prioritise fun without going broke.
3
Wohoo! Unlock Reward!
If your investment value falls by 20%. What would you do?
Ask Advisor
Invest more
Sell investments
Need help to decide
Continue
I’ll do it later
Introduced a wealth advisor on the very first screen, to increase trust
Added a “Feedback” screen after the survey
Experimented with different users flows & re-framed some questions
Assigning you a wealth advisor..
Hey!
I’m Ruchi
I’ll guide you throughout this investment journey..
Let’s personalise an investment plan for you. Answer a few questions, it takes less than 3 mins.
I’ll do it later
Let’s Go
Why do you want to open an account with us?
Invest in short-term goals
I’ll do it later
Continue
Have some emergency money ready
Invest in mid & long-term goals
Invest in multiple goals
Invest in short-term goals
1/6
Tired of working! When do you want to retire?
Haven’t thought of retiring
20 Years & above
15 Years
10 Years
5 Years
I’ll do it later
Continue
2/6
Assigning you a wealth advisor..
You will always have someone to guide you
Hey!
I’m Ruchi
I’ll guide you throughout this investment journey..
Let’s personalise an investment plan for you. Answer a few questions, it takes less than 3 mins.
I’ll do it later
Let’s Go
Why do you want to open an account with us?
Invest in short-term goals
I’ll do it later
Continue
Have some emergency money ready
Invest in mid & long-term goals
Invest in multiple goals
Invest in short-term goals
1/6
Tired of working! When do you want to retire?
Haven’t thought of retiring
20 Years & above
15 Years
10 Years
5 Years
I’ll do it later
Continue
2/6
Final Designs (Pt.1)
Added an animation in the start to bring in a delightful experience
Added a means for the user to skip the survey and do it later
Made the entire survey experience seamless and simple
How disciplined are you in your investments today?
No financial discipline at all
Irregular and unplanned
Regular and unplanned
Regular and planned
I’ll do it later
Continue
3/6
How would you rate your investment knowledge?
Excellent
Good
Above average
Average
I am new to investing
I’ll do it later
Continue
4/6
What do you expect from your investments?
Steady gain with moderate loss
Avoiding loss at any cost
Beat inflation, whatever the cost
Maximize gains, even at great risk
I’ll do it later
Continue
5/6
If your investment value falls by 20%, you will?
Do nothing
Invest more
Sell investments
Need help to decide
I’ll do it later
Continue
6/6
Final Designs (Pt.2)
Wow Siddharth,
that was great!
We’re evaluating your investment style..
Your investment style is like a
Balanced Investor
Things that matter to you
Fun comes first but not at a cost
You know how to prioritise fun by being smart about money.
Stability and growth
You want best of both worlds for your investments - stability and high returns.
👍
Planning is everything
You don’t want luck to drive your investments, so plan ahead accordingly.
Unlock Your Reward!
Your investment style is like a
Growth Investor
Things that matter to you
Far-sighted investments
You’re fine with short-term
market downturns for long-term goals.
👍
Ninja Planner
You set big aspirations and strive to achieve them by planning in advance.
Driven by magic of compounding
You give your investments enough time to appreciate for compounding growth.
Unlock Your Reward!
Your investment style is like a
Defensive Investor
Things that matter to you
Steady investments
You like an investment plan with low risk and steady returns.
All weather investment plan
You look for a strategy that will defend various market cycles & crisis
Ace the budget game
You rarely exceed your budget because you’re an excellent planner.
👍
Unlock Your Reward!
With this entire process, we were able to achieve lower drop-offs and the completion rate of risk-profile increased significantly
Thank You
