Optimizing the Investor Experience for Quantamize
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Conversion Rate Optimization
To identify the root cause of the user experience issues Quantamize faced our team deployed Hotjar, a piece of software that allowed our team to see what quantamize users were seeing when they browsed the site. We used heatmaps to visualize where users clicked, moved and scrolled on the site, we deployed screen recordings that showed how users navigated the site uncovered obstacles that caused confusion, finally we used surveys to understand what features would make the product better.
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Discover, Research, Track
At its core, Quantamize looks to empower investors with the ability to discover their next big investment with quantitative research. Keeping this in mind we centered the design around discoverability, with intuitive modules that highlighted research opportunities in a buy/sell matter. By carefully segmenting the products we also made it easier to find research relevant to that user. Lastly the ability to track research through an easy “Add To Watchlist” button on many of the dashboard pages makes it easy to follow the progress of an investment opportunity.
Driving Engagement Through UX Innovation and Strategic Media
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Innovative Investment Modules
Each module featured within the dashboard required a balance of what both amateurs and veteran investors looked for when evaluating investment opportunities. The dashboard modules allowed for investment information to be read in a quick & digestible manner but also appealed to information junkies by allowing a user to easily dive into detailed investment information.
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Streamlined Navigations
One of the largest issues we encountered in the old Quantamize design was the ability to find information and quickly navigate throughout the platform. By incorporating a static sidebar menu design, users now had the ability to access any product with just a few clicks. The addition of breadcrumbs allowed users to go to visit previous pages with ease, while not having to restart their search. Finally, by adding an expandable stock ticker at the top of each page, users could easily benchmark any investment opportunity against major global index.
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Influencer & Paid Media Strategy
Our team, structured partnerships with influencer podcasts and thought leader publishers, to create content that informed individual investors while growing Quantamize’s brand credibility. Our team coordinated research, media buys & supervised content production. The series of sponsorships & content pieces results in high-converting traffic to the website.
