Front

Front Financial is an investing community powered by real investors and smart technology. It helps users to connect their brokerage accounts, get free portfolio scores and analyses, and get inspired by the community's points of view about investment.
Added a feature to the app in order to organize content and provide clarity on the content available on the Home feed.

ROLE

Head of UX

01

Abstract

The recommendation cards are designed to help the users to know what the best performing assets are and have an overview of what people are saying about those assets in one place.
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It's for who

We have three types of users, and this case study addresses the needs of all three.
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A person who is not categoized as expert in the investment world
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An experienced investor who is interestead in summerized info about the assets
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An expert investor who is here to evaluate the information.

Current Situation

Here's a summary of analytics and user testing results, as well as observations of people interested in investments but lacking stock market knowledge, and those who would like to receive analyzed information on the current homefeed.

Research summary

The posts were clicked by less than 5 percent of users, and almost no one posted.

Based on our data analysis and user testing, we found that the home feed content doesn't have the expected interaction. In spite of this, the users on our user testing found both, the concept and content attractive and useful, however, observing their actual behavior and the data, we found that there is very little engagement with the home feed.

Minimum posts
Minimum interaction


Affinity diagram - Social section

Affinity diagram

Brainstorming

Affinity diagram

Current Problems

Based on the observations and experiments we consolidated the current problems, into three main points.
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An unorganized collection of information
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Lack of guidance
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Lack of incentives

Proposed Solutions

In response to the above problems, our proposed solutions were
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Categorize the user-generated posts
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Add Onboarding and in app guidance
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Ideate on creating incentives

Ideation process

Shaping the idea

In order to get started, we need to figure out where user-generated content belongs, and in what areas it can be most useful. As we created the journey with our targeted users in mind, we had a better understanding of which areas this content makes more sense and can be accepted cognitively.

User Journeyg

image of the user journey

Approved ideas

The Needed data is consolidated on one screen for easy access:

We provide an array of services to meet the user's needs during this journey. To make these services more accessible, we put them on one screen.
image of the user journey

Presented the high performing assets in a categorized format:

Having considered both the needs for asset research as well as reading people's opinions, we came up with the idea of creating cards on the homepage to highlight the best performing assets
image of the user journey

Flow and Structure

Asset's page flow

image of the user journey

Recommendation cards on the homefeed

Recommendation cards on the homefeed, contain the main information about the assets, including:

  • The logo, ticker, and name of the asset.
  • A sentence explaining why it is featured.
  • Performance of the asset, Front score(to promote the concept of front score), and ESG(to emphasize the fact that some parameters affect the performance and risk of the asset).
  • Social aspects: Votes and posts.
  • A call to action for the user to see more comments.
  • A manageability affordance. By doing so, the user will be able to hide assets they don't want to see, share them, or add them to their watchlist.

Card detail page:

In the screenshot, you can see the notes indicating the sections' navigation direction and detonation

Summary of the task

a.

Add the stock to your watchlist
Share the card
Hide the asset


b.

View the asset details


c.

View card details


image of the user journey

Outcome

We monitored the data for two weeks and found that the average time spent on the app has gone from 2 minutes to 4 - 5 minutes since the cards have been deployed.


User testing

Conducted user testing session to back up the data received from the Analytics team.

Research Intention

  • To understand users’ attitudes and opinions about the new feature: Recommendation Cards on the home feed

  • To get an idea of how easily users can find and make use of this new feature

  • To discover and understand any issues with the home feed and its features

Target

  • Gen Z

  • Millennials

  • Gen X

Operation System:

iOS and Android

Number of Participants:

12 total participants. 6 iOS and 6 Android

User Testing Result

The new Stock Recommendation Cards were very popular. 10/12 participants (83.33%) participants rated them as useful or very useful. (The remaining 2 participants misunderstood the question and rated something else instead. One of them later mentioned liking the rec cards).

Also all except one user understood the info they could get from these cards and what the purpose was. (The remaining user misunderstood the question and explained what they could do with the app rather than with the Recommendation Card)

what's next