DESIGN OPPORTUNITY
Behavioral Design
We wanted to nudge users towards beneficial financial behaviors like automating their investments.
Data Visualization
Users needed to easily comprehend their progress and the impact of their investments on their goals.
From ideation to final product
I took the lead on taking the Goals feature from ideation all the way to the final product.
CHALLENGES
User Adoption. We had to ensure that users would understand and engage with the new feature.
Integration Complexity. There was a challenge in integrating the goals feature with existing systems, such as the auto-investment functionality.
Data Accuracy. We had to provide reliable data to users that accurately reflects their investment progress and adjusts to changes in their portfolios.
Results
Fulfilled our duty as an RIA
Goals helped us offer smart guidance to our customers, a key differentiator from our main competitors.
25% feature adoption rate
A quarter of Concreit users set up at least one financial goal within the app.
10% increase in auto-investments
Users were more inclined to set up auto-investments to reach their goals.