Jul 28, 2022
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Service categories
Service Lines
Design
Domain focus
Banking & Financial Services
Challenge
Though there were several challenges, we consider defining the right content structure that provides users with the answers to every question within a few seconds as among the hardest. Our research laid out clear frustrations with the KYC and hence we had to ensure that we could solve this very intelligently with all legalities in place. Finally, we had to live up to the expectation of the parent Paytm brand to ensure continued trust and support from over a billion user group.
Though there were several challenges, we consider defining the right content structure that provides users with the answers to every question within a few seconds as among the hardest. Our research laid out clear frustrations with the KYC and hence we had to ensure that we could solve this very intelligently with all legalities in place. Finally, we had to live up to the expectation of the parent Paytm brand to ensure continued trust and support from over a billion user group.
Solution
For a first-time investor, Mutual Funds could be a tricky territory to set foot in. Hence, it was absolutely necessary to educate and assist the users to help them make informed decisions. Entire design direction is central to content, a lot of importance was given to the content structure. Based on the user’s expertise, different journeys were crafted on to the app to understand each question that they might ask, and this was translated into the app features and flow. The modules were crafted based on the touch points of different user groups.
For a first-time investor, Mutual Funds could be a tricky territory to set foot in. Hence, it was absolutely necessary to educate and assist the users to help them make informed decisions. Entire design direction is central to content, a lot of importance was given to the content structure. Based on the user’s expertise, different journeys were crafted on to the app to understand each question that they might ask, and this was translated into the app features and flow. The modules were crafted based on the touch points of different user groups.
Results
We have used the navigation bar on top for easy access to the complete set of features and functionalities. Complicated KYC (Know Your Customer) was the major hindrance, and, hence, we have ensured that the user spends minimum time on this while being compliant with all the required legalities. The big form was reduced to as little as six steps and the user could be verified within 30 minutes to actively start investing on platform.
We have used the navigation bar on top for easy access to the complete set of features and functionalities. Complicated KYC (Know Your Customer) was the major hindrance, and, hence, we have ensured that the user spends minimum time on this while being compliant with all the required legalities. The big form was reduced to as little as six steps and the user could be verified within 30 minutes to actively start investing on platform.
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