Goals

Helping Concreit customers set, track and reach their financial goals.

Allowing anyone to invest in real estate for as little as $10.

Summary

Goals is a feature I designed aimed at helping users set, track, and achieve their financial objectives through investing with Concreit.

The feature not only provides tailored investment advice but also enhances user engagement through goal-oriented investment strategies.

With Concreit being the only registered investment advisor (RIA) in the space, the feature uniquely positioned us as the go-to platform for smart and trusted real estate investing.

The feature achieved a 25% adoption rate and increased auto-investments by 10%.

My Role

I owned the entire design process from end to end. From research to user flows, prototyping, interaction design and visual design.

Team

I worked closely with the CEO and Engineering team to design and develop this feature.

Platform

Mobile App

Client

concreit.com

BUSINESS OPPORTUNITY

As the only RIA in the competitive landscape, Concreit was uniquely equipped to help users achieve financial success through informed investing.

SOLUTION

The Goals feature allows users to set financial targets, track progress, and promotes consistent strides toward achieving their investment goals.

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

Ensuring users embraced the new feature while seamlessly merging it with the existing app design.

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.