Overview
Join the personal wealth movement
Q.ai is an AI-powered investment app that allows anyone to build wealth with one-click investing.
Problem
Forbes internal investment platform needed a brand refresh and newsletter strategy that allowed them to grow their user base as well as showcase the AI technology behind that powers the app. In a crowded market, the key differentiator would lean on social driven education and effortless one-click investing.
Solution
My first year was a typical startup experience, working closely with the CEO to express deliver features within a matter of weeks that other companies would release over 6 months. I was fortunate to be part of the small original management team, and played a key part in many company milestones such as turning profitable, a full app redesign, Version 1 of our design system, and countless feature releases.
View Final Solution
My Role/Responsibilities
UX research, UI design, Brand identity, Newsletter strategy and design, Design leadership
Research
Get the real answers to remove the bias
Key Findings
Initial research focused on investing personas via the perspective of a diverse group of personalities. This approach led to discovering that younger-generation users and minorities are consistently left out of financial wealth conversation.
Focus Areas
01
What products exist to invest in securities?
02
How do users interact with existing products?
03
What are users current pain points with existing investment products?
04
Which features are essential to invest in the stock market?
Brand Identity / Animation
logomarks, branded in-app interactions, feedback buttons
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