Finodex: Smart investment tools for the smart user

Finodex invents, builds and sells smart investment tools and apps for investors in the capital and options markets. Think Design was roped in to transform the leadership’s vision to reality by spearheading the creation of a responsive web application with smart investment tools, for stock market investments.

Industry

Financial Services

Platform

Responsive web app

Services

UI UX Design

The Challenge

Finodex creates tools which are backed by analysis that helps users strategize and invest in the stock market. The team needed to build an application that provided an easy way to access and use varied investment tools from the perspective of different investors. Increased access required the application to be responsive across different platforms while ease of use required the implementation of superior design features which could make the tools consumable and insightful.

Empowering traders and investors through the diverse features of the portal was both a challenge and a goal envisioned by the leadership.

 

Our Methodology

At Think Design our roadmap to design is guided by gathering key stakeholder insights and creating a design strategy as we begin. Thought which leads to actions provides strategy a way ahead to guide the design considerations, the workflow, information architecture and the creation of visual concepts thereby.

The requirement for this application was tablet first. Keeping that in mind, the design process began with initial brainstorming sessions and continued with ideation, conceptualization and navigation explorations. The wireframes were created from low-fidelity prototypes with various options to choose from.

As an investment application, Infographics enable the user in visualizing all the products and provides an overview of the financial trends. Achieving consistency in visual language was kept as an important part of the design process.

Finodex

Key features

1. Analysis Ready

The tools are backed by analysis that helps strategize and invest in the stock market, providing an easy way to access and use these investment tools through a responsive web application for stock market investments. A variety of tools were designed and implemented on the platform.

2. Platform Optimized

To allow the application to be accessed on personal devices, UI design conceptualization and navigation explorations focused on laptop and tablet resolutions. The wireframes were created from low-fidelity prototypes with a few options to choose from.

3. Visually informative

Infographics enable the user in visualizing all the products and provides an overview of the financial trends. Dashboards, portfolio, equity tabs gave an overview to the user about key stocks, transaction history, listings in a compact visual manner which could lend them to make smarter and informed investment decisions.

Finodex

Design activities

Consulting, Secondary research, UI/ UX Design, Visual system, Front end development.

 

Current status

The portal was launched in November 2015 and has been providing vital information to stay ahead and improve investment decisions since then.

Role Play
Suggested Method

Role Play

Contextual Inquiry
Suggested Method

Contextual Inquiry

Prototyping
Suggested Method

Prototyping

Services & Expertise

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