❌ 1. Overwhelming Introduction Module on Homepage

The homepage of the app starts with a large and extensive introduction module, which can be overwhelming for users. This information-heavy section may deter users from exploring further or engaging with the app.

❌ 2. Difficulty in Identifying Personalized Financial Planning Feature

As an AI-driven wealth management module, personalization and customization are key features. However, the entrance to personalized financial planning is not easily noticeable. This diminishes the value proposition of the app and might lead to user frustration.

✅ Improvement 1: Condensing Introduction Module into a Video

To address the issue of the overwhelming introduction module, it has been condensed into a video format and placed at the bottom of the homepage, rather than at the beginning. This change reduces information overload and allows users to quickly access the core functionalities of the app.

✅ Improvement 2: Highlighting Personalized Financial Planning

The personalized financial planning feature has been transformed into a card-style format and placed at the beginning of the homepage. This design choice exposes more information on the primary interface, making it easier for users to immediately understand the core purpose of the product.

✅ Improvement 3: Simplifying Investment Categories

Instead of the confusing "Four-Pocket Money Management" concept, the investment categories have been revised to "Short-term Flexible Funds, Stable Appreciation Funds, and High-Yield Pursuing Funds." This simplification enables users to quickly grasp the purpose of each category and make informed decisions about their financial management.

❌ 1. Inadequate Utilization of Brand IP

The current design does not effectively incorporate the app's brand identity, which could contribute to a more engaging and cohesive user experience.

❌ 2. Lack of Personalized Recommendations

As an AI-driven wealth management module, personalized recommendations should be a key feature. However, the current page only offers a selection of curated products for each investment category, rather than tailoring recommendations to individual users.

✅ Improvement 1: Implementing Conversatioal Design with Brand IP

Incorporating a conversational design that leverages the app's brand identity creates a more engaging user experience. This approach enables users to easily follow the content and interact with this module, enhancing their overall experience.

✅ Improvement 2: AI-Driven Customized Investment Solutions

As an AI-driven wealth management module, the new design offers personalized investment solutions through simple AI conversations. This feature allows users to obtain tailored investment recommendations, ensuring that their unique financial needs are addressed effectively.

✅ Improvement 3: Refining the Information for Decision-Making

To address the issue of insufficient decision-making information in the cards, the content has been adjusted to showcase the most relevant information for users. By prioritizing key data points, users can make informed decisions more efficiently and confidently.

❌ 1. Unclear Information Hierarchy

The current design of the financial product detail page lacks a clear information hierarchy, resulting in disorganized and confusing content.

❌ 2. Insufficient Exposure of Advisory Team Information

InvestMate does not provide enough information about the financial product advisory team, which can make the service appear less professional and trustworthy to users.

✅ Improvement 1: Enhanced Information Hierarchy and Tag-Based Keywords

The information hierarchy has been restructured and streamlined, making it easier for users to comprehend. Keywords are now displayed using a tag-based format, enabling users to quickly grasp the most important aspects of the financial product.

✅ Improvement 2: Showcasing Advisory Team Profiles and Achievements

To build user trust and understanding, the new design highlights the advisory team's profiles, featuring team member photos and emphasizing their achievements. This increased visibility allows users to better assess the expertise and credibility of the team behind the financial product.

✅ Improvement 3: Improved Invest Button with Additional Features

The "Investment Button" has been enhanced with several new features to support users' decision-making process. A discussion area has been added for users to exchange opinions and experiences, and a watchlist button allows users to add products to their watchlist for later comparison. Additionally, the "subscription fee rate" and "advisory service fee rate" have been included, providing users with essential financial information to make well-informed investment decisions.