Role
UX Designer
Industry
Finance
Digital Tool: Investor Profile Simulator
Empowering financial confidence: A digital simulator to match investment funds with your risk tolerance and goals
As the UX Designer, I collaborated closely with stakeholders, developers, and cross-functional teams to design a seamless, user-centered experience. My process included user research methods such as benchmarks, persona analysis, and interviews, as well as leading usability testing to refine the journey and deepen user understanding. I facilitated co-creation workshops to align business goals, user needs, and technical constraints, ensuring the tool could scale to reach a larger audience and provide clients with the insights they needed to make informed investment decisions.
Many clients entered the investment journey with limited clarity about their risk tolerance, which often resulted in hesitation and limited confidence when acting independently.
The opportunity was to create a digital experience that could:
Help users articulate their risk profile in a meaningful way.
Connect that profile to suitable investment funds.
Increase confidence at the moment of decision-making, at scale.
PROBLEM FRAMING
The core problem was not “users can’t answer questions,” but rather:
Users complete profiling tools without fully understanding or trusting what the result means for their financial decisions.
To understand this gap, I combined multiple inputs:
Benchmark analysis of existing investor simulators.
Persona analysis based on internal customer data.
Qualitative interviews with users and stakeholders.
KEY INSIGHTS:
Users were comfortable progressing through the flow, but hesitated when interpreting the outcome.
They wanted reassurance that the recommendation reflected their personal goals and constraints, not just a generic risk score.