In the last two years, we have been sprinting
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Projects
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Notable Features
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Enhancing Data Visualisation
Data serves as the driving force behind our core product, empowering users with engaging experiences, intelligent feedback, and valuable insights into their portfolios and performance. The key lies in effective data visualization, ensuring that users can easily comprehend and interpret the information presented to them. Recognizing the need for improvement, we undertook an essential upgrade from our previous graphics approach, which solely focused on visually representing graphs and charts better. The goal was to create a more intuitive and digestible experience for our users.
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Real-time Portfolio Updates
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P&L sector breakdown
Portfolio Price Chart Simulation
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Average user interaction time on charts increased by 45%, which contributed to 11% increase in overall engagement metrics.
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Search & Discovery
Natural language search stands as a core unique selling proposition (USP) of our product and deserved prominent placement in the user experience. Based on findings from remote research testing, it became evident that many users faced challenges in framing their searches and initiating the process. Typically, searches were brief and highly specific, while our advanced algorithm enabled more sophisticated searches and the inclusion of conditional inputs. The objective behind this initiative was to ensure that the search and discovery experience became effortlessly accessible for users, empowering them to explore investment opportunities with ease.
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Search Suggestions
Search volumes increased by 113% within the first month of the changes
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Managed Accounts
Managed accounts, a new feature on Magnifi, is tailored for users embarking on their investment journey. It replicates the personalised service of an investment advisor.
Example: A user wants to start investing against a goal of saving $1,100,000 towards their retirement.
By gathering information on tenure, current savings, and investing capability, Magnifi crafts a personalized investment portfolio tailored to achieve desired outcomes. Users can then decide to independently manage their investments based on this input or opt for Magnifi to handle the portfolio, offering a seamless management experience. With regular rebalancing, Magnifi ensures ongoing portfolio alignment, reducing user intervention to the simple task of funding.
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Step 1 - Answering a few questions to understand the users' goals
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Step 2 - Presenting the projected portfolio growth based on their profile
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Step 3 - The list of portfolio holdings with an option for Magnifi to manage it
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Step 4 - Investing and summary of portfolio health
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Takeaways
Design with a 'people-first' mentality, catering to different user preferences with an emphasis on simplicity, clarity and usability. We want to ensure that all users of diverse backgrounds can have the same experience with equal access.
Manage ambiguity through independent research and connecting with cross-functional stakeholders and product leadership, especially when formulating a project from scratch.
Prioritise quick design cycles to gather early user feedback and iterate for continuous improvement.