Our Strategy
The Thinker Approach
We began the project with a stakeholder workshop to understand the business requirements and visions of this platform. The workshop helped us align ourselves with the goals set by the Religare team.
We followed it with user interviews and segmentation to develop better user personas. This helped us define design directions.
We simultaneously conducted extensive competitor analysis on direct and indirect competitors across the industry to better gauge user requirements and industry trends.
Insights We Drew/ Insights Inferred
Based on insights gathered during the initial stages of the project, we realized that traders look forward to a quick summary of their account and easy transactions on every page, that is, less irrelevant data.
Hence, we primarily worked on defining a fine balance between information for the learner and transactions for the active trader was designed.
Key Strategic Interventions
Customizable Dashboard
Increased personalization catering to the users’ trading goals and behavior paired with a single view of all information to boost engagement.
Focus on Early Learners
Active aid in helping new traders understand options for investments to help boost platform credibility and build trust.
Accessible Terminal View
Providing a terminal view for trading supported with call-to-actions and context-based research that encourage more transactions.
KEY FEATURES
01
One View For All Trading Activities
We designed maximum information on a stock to be clustered in one screen supported with comparative charts and heatmaps to indicate trends to help traders view the performance and make informed investment decisions.
02
Real-time Updates
The dashboard can now update users on feedback on their trading actions, get real-time personalized updates on what’s happening in the market, and get a personal summary, including order status to help them capture more leads.
03
Responsive and Adaptive UI
A responsive and adaptive design was implemented for easy access to the platform through multiple device environments. Intuitive design and language were used to create a credible platform with an efficient and effective content layout.
04
Redefined Navigation and Browsing Experience
On redefining navigation across the platform, we simplified the process of transferring funds, leading to increased transactions and session durations, and reduced transaction time. Additionally, order execution is now more streamlined, transparent, conversational, and easy to comprehend.
05
Trading Walkthroughs
Walkthroughs and contextual support on the platform were integrated to help traders, looking to build strong foundations, learn more about trading and investments. It includes transaction help, research reports, and customer support to bring out the value Religare provides.
DESIGN ACTIVITIES
Consulting
Stakeholder
Workshop
User Interviews
Wireframing
Visual System
Front End
Development
Integration
Dev. Coordination
Outcome and Impact
The new and upgraded Religare’s Securities online trading portal was launched in February 2019.
