Investify MVP.
Designing an investment solution for young Mexicans without financial knowledge.
In Mexico, we are far from having a mature financial and investment culture. There are a few conventional investment options, but they usually require a lot of time and large amounts of money. In most cases, the benefits are too low.Mexico has 53 million internet users, with an average age of 26 years, but only 9.5 million have bank accounts, of which 2 million are investment accounts. Access to investment options is fundamental to Mexicans' development, but the numbers are against them.
3 out of 100 Mexicans invest in the Mexican Stock Exchange
Investify was born within GBM Grupo Bursátil Mexicano, the country's largest brokerage firm, as a startup-like team. I joined the project early and was responsible for designing the product from the outset. My job was to be sure that every decision was made to achieve user and business goals.
Inspiration.
Three proto-personas were outlined, recruited, and interviewed to understand their habits, knowledge, perceptions, opinions, and concerns about finances and the decision-making process—plenty of notes, audio, and video were taken, resulting in better-defined archetypes.👱🏻
Archetype 1
Male, 35, Consulting analyst Sr.
Archetype 1
Male, 35, Consulting analyst Sr.
👩🏻
Archetype 2
Female, 29, Freelancer and entrepreneur
Archetype 2
Female, 29, Freelancer and entrepreneur
👨🏻
Archetype 3
Male, 28, Corporate patent lawyer
Archetype 3
Male, 28, Corporate patent lawyer
Design principles were created to guide every design decision.
Design Principles
- Keep it as simple as possible.
- Keep it as transparent as possible.
- Dosificate, not overwhelm.
- Talk familiar.
[Key phrases. Click to enlarge]
Creation.
These design principles were the foundation for the design of architecture, user flows, wireframes, content, interfaces, emails, landing pages, videos, and marketing campaigns.[General user flow. Click to enlarge]
[Homepage. Click to enlarge]
[Dashboard. Click to enlarge]
[Portfolio and asset allocation. Click to enlarge]
[Detail. Click to enlarge]
[Detail. Click to enlarge]
[Robo-advisor illustration. Click to enlarge]
[Detail. Click to enlarge]
[Chart. Click to enlarge]
[Dashboard iteration. Click to enlarge]
[Money Stories still. Click to enlarge]
Launch.
I created a concept inspired by science fiction and space: Back to the Future, 2001: A Space Odyssey, Her, and Ghost in the Shell. You said:"
YOU’RE RICH!!!"
Hello, I’m you from the future.
If my calculus are correct, you’ll receive this dollar the same day you’ll start investing automatically. It will be the beginning of your wealth and future welfare. This dollar is the beginning. Invest.
investify.mx
[Launch kit. Click to enlarge]
Young Mexicans are worried about their finances, sensitive about money topics, lack sufficient knowledge, and lack trust in the complex, confusing processes of financial institutions. Investify was designed to address those problems.
[Homepage]
[Compound interest page]
[Sign In]
[Dashboard - Investment plan]
[Investment plan result]
[ETFs landing page]
* Sources:
CONDUSEF. Estudio sobre Servicios Financieros 2015 Población mayor a 15 años en poblaciones urbanas
CNBV. Información sobre fondos de inversión http://portafoliodeinformacion.cnbv.gob.mx/si1/Paginas/default.aspx ↗︎
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