Simplifying Your Financial Success with IRIS.

IRIS

IRIS

IRIS

Man Behind This : Divya Singh / Arjun Chopra

Client : IRIS

Timeline : 4 Months

My Role : UX Designer

Divya Bhushan Singh

Word of Clients

The client acknowledges that a complete redesign of the financial application is not necessary. However, they recognize that the user experience can be enhanced by simplifying the flow and incorporating trending features. The client’s primary focus is to elevate the aesthetics of the application, aiming to improve its overall look and feel. By emphasizing the visual aspects, they aim to create a more appealing and engaging user interface that aligns with current design trends.

Understanding the Problem statement.

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Interviewing stakeholders

To gain a comprehensive understanding of the challenges and limitations, we initiated stakeholder interviews. The purpose was to delve deeper into the problem, identify constraints, and establish boundaries. Through these interviews, we aimed to uncover the underlying issues surrounding visibility, flow, aesthetics, accommodation of features, navigation challenges, and the lack of flexibility within the application.

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Heuristic Analysis

We performed an evaluation of the IRIS app's user interface using the 10 heuristic assessment principles to analyze its positive aspects and areas for improvement.

Recommendation Summary

Timeline for the Loan Status

To add an arrow at the bottom for more content

Replace edit icon with info icon

Add cancel or reset button in every form

Add a back button for Update Income Plan form

Text fields should be consistent and proportionate

There should be a search bar/button in every screen

The tags in the my clients’ page should have the same style

Error state for any wrong input in any forms

Confirmation/Error state for every task completed

Accomodate same information in 1 Tab, eliminate the other one

Include some directions or content for the help section

This list of recommendation has been blurred purposely.

Having progressed to this point, we successfully crafted an accurate Problem Statement that encapsulates the identified issues.

The client's application has visibility and flow issues in key user journeys, an outdated look and feel, and a lack of proper accommodation for features and tools. Users face navigation challenges and encounter inflexibility. These problems impede the user experience.

Next, we Synthesised the insights to Derive Opportunity

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Designing Persona

Drawing upon our extensive knowledge acquired through meticulous interviews and thorough secondary research, we embarked on the exciting journey of crafting user personas for the project.

From Insights to empathy : Shaping Personas

By immersing ourselves in the insights gathered from these invaluable sources, we gained a profound understanding of the target audience and their unique needs, goals, and pain points. Through a meticulous process of analysis and synthesis, we carefully delineated three distinct user personas who will play a pivotal role in interacting with the application.

Illuminating Personas perspective with the Empathy Map

To gain a deep understanding of our target audience, we embarked on a user-centric journey, starting with the creation of an empathy map. This UX-driven approach allowed us to delve into the users' inner world and empathize with their thoughts, emotions, actions, and experiences

Says

I want to provide my clients with personalised financial guidance.

I want a secure and reliable platform to manage my investments.

I want to provide comprehensive financial planning services to my clients.

Think

I hope to offer tailored financial strategies aligned with my clients' goals.

I hope to make informed investment decisions for a secure future.

I hope to foster trust and build long-term relationships with my clients.

Feel

Motivated to offer guidance and support throughout their financial journeys.

Anxious about making the right investment choices.

Determined to help clients achieve their desired financial outcomes.

Does

Conducts thorough financial analyses to provide personalized recommendations.

Monitors and manages investments for optimal outcomes.

Analyzes clients' financial situations to provide personalized advice.

Note : Here's an empathy map that combines the perspectives of all three personas

We created user journey mapping exercise to gain a deep understanding of the user's interactions with the application and identify crucial touchpoints that align with their goals. This process allowed us to visually map out the entire user journey, enabling us to uncover pain points, areas for improvement, and untapped opportunities.


Leveraging the valuable insights obtained from the journey mapping exercise, we proceeded to develop a well-structured information architecture. Our approach involved creating intuitive categories that resonate with the user's mental model, ensuring seamless navigation and content discovery. By organizing the data into logical hierarchies and establishing clear relationships between main categories and subcategories,

From Insights to Innovation

#Paper Sketching

#High Fidelity Wire-frames

#Low Fidelity Wire-frames

Mobile Application Wire-frames / Tools : Figma

Web Application Wire-frames / Tools : Figma

Visuals Story Telling

Bringing User-Centered Design to Life

Louis Application

Louis Application

Louis Application (Dark Version)

Dark Version

Louis Application

Design has the power to transform ordinary experiences into extraordinary ones, leaving a lasting impression on users.

Before

After

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