ABC Securities Pvt. Ltd.

UX CASE STUDY
My Work:
UX/UI DESIGN, RESEARCH

Overview

ABC Securities provides brokerage, clearing, and depository participation services, allowing users to open and maintain DEMAT, Meroshare, and Trading accounts.

CHALLENGES

  • Manual customer services
  • Visit respective offices
  • Time consuming

SOLUTIONS

  • Create a one-stop solution
  • Create a digital KYC form
  • Complete within few minutes

DESIGN PROCESS

UX Design Process

DISCOVER

User Research

QUALITATIVE RESEARCH

We conducted interviews with eight potential users, ranging in age from 15 to 60, to learn about the difficulties they experienced when opening a DEMAT & Meroshare account. The collection of sample questions is below.

Questions

  • What is your age?
  • What is your profession?
  • What is your education level?
  • Do you use smartphone or laptop?
  • How many times do you go bank?
  • Can you fill up the form of banks (KYC form)?
  • How do you spend your time on holiday?
  • What are the problems you faced while going to the bank?
  • Do you know about share market?
  • Do you have meroshare account?
  • Are you planning to create a share account?  If NO, why? If Yes, how?
  • What would be easier for you to create a share account?

Key Insights

  • Even well-read individuals struggle with filling out the form, so they had to approach the front desk employee for clarification.
  • Going to the bank and filling out the form takes a long time for people.
  • It takes almost a week to create those accounts, which causes users to abandon the form.
  • Most of the people don’t know where to start.

QUANTITATIVE RESEARCH

In order to see how similar potential customers' needs were, we conducted surveys and interviews. It is predicated on the 25 individuals who helped us gain a clearer understanding of a problem.

How often do you use your smartphone?
How often do you visit banks?
What is your preferred method of filling out the form?
When did you start investing on share market?

DEFINE

User Persona

A persona is generally based on the user research and incorporates the needs, goals, and observed behavior patterns of the target audience.

DEFINE

Empathy Map

Used empathy mapping to understands and prioritize user needs. It helps to get closer to what user thinks and feels.

Says
  • “ I like to invest my money in stock portfolio. ”
  • “ I don’t have time to visit the bank and stock markets. ”
  • “ I am planning to open the share market account of my families too. “
Thinks
  • I hope it would be easier to create an account through online.
  • If I could  be able to create an account  on my free time.
  • It would be great if I can create my parents account without taking them to bank.
Does
  • Do research on brokerage services website
  • Understand the process of trading
  • Compares share markets
  • Search for nearest bank to open an account
Feels
  • Confused to upload crucial docs on online site
  • Excited to invest money on good
  • Not sure if its easy to invest through parents

IDEATE

User Flow

IDEATE

Information Architecture

DESIGN

Styleguide

DESIGN

Wireframe

DESIGN

Mockup

TEST

Usability Testing

Evaluated user interactions and experiences to ensure efficient navigation and task completion. By engaging diverse user groups and stakeholder reviews, we identify and address potential usability issues, refining the product for optimal user satisfaction.

"Thank you for your time"

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