Objective
Drahim is a comprehensive financial management app that offers a range of tools to help you invest wisely and keep track of your spending. With Drahim, you can create a customized investment plan based on your goals and risk tolerance. The app also allows you to monitor your investment portfolio, track your expenses, and set budgets to help you stay on top of your finances.
Business Goal:
- Empower users to easily manage and diversify their investment portfolio through the Drahim app. The platform fosters trust in Drahim's wealth management services and helps users achieve their financial goals.
User Goal ✨:
- Diversification Allows users to diversify their investment holdings easily to spread risk across different assets, ensuring a well-balanced and resilient portfolio.
- Performance Tracking Enable users to track the performance of their investment portfolios in real time, providing insights into gains, losses, and overall returns.
- Goal-Based Investing Facilitate goal-based investing by allowing users to set financial objectives, such as saving for a home, retirement, or education, and tailor their portfolios accordingly.
- User-Friendly Management Provide an intuitive and user-friendly interface for managing investment portfolios, allowing users to adjust holdings, rebalance portfolios, and make informed decisions effortlessly.
- Risk Tolerance Customization Allow users to define and customize their risk tolerance levels, ensuring that the investment portfolio aligns with their individual preferences and financial objectives.
- Educational Resources Offer educational resources within the app to help users understand investment strategies, market trends, and the potential impact of their portfolio decisions.
- Automated Reinvestment Provide options for automated reinvestment of dividends and returns, streamlining the process of growing the portfolio over time without manual intervention.
- Secure Transactions Ensure the security of financial transactions and sensitive information, building trust and confidence among users in the app's ability to handle their investments securely.
- Alerts and Notifications Implement alerts and notifications to keep users informed about significant market changes, portfolio performance milestones, or actions required to optimize their investments.
- Transparent Fee Structure Clearly communicate any fees associated with managing the investment portfolios, promoting transparency, and helping users make informed decisions about their financial transactions.
User Persona:
- I created a survey to gather feedback on users' experiences when opening an investment portfolio. Here is the persona data I obtained from the survey:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
Heuristic Evaluation:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
Heuristic Evaluation:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
Heuristic Evaluation:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
Heuristic Evaluation:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
Heuristic Evaluation:
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.
- Conducted a heuristic evaluation based on established usability principles, such as Nielsen's heuristics.