Disclosure:
Unfortunately, due to a signed NDA, I am unable to display 2/5 full demos (and other information) as they were developed using confidential real-world information from IG Wealth Management. However, I can able 3 of them, which are all related to applications within the wealth management industry.
Demos (recommended to watch in full screen):
I created an app using other financial literacy and investing apps for guideline such as Wealthsimple and other institutions within the Power Corporation of Canada, where clients have the opportunity to view and experience:
- FAQs to provide quick answers to common questions without immediately having to contact support
- Educational modules so that concepts and skills are taught with a goal of educating them and building user confidence within the app
- Financial calculators to support decision making through personalized outputs by having interactive outputs with instant results. Also minimizes friction if everything is one place
IG app - FAQs.mp4
IG App - Modules.mp4
IG App - Calculator.mp4
Takeaways:
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**This project helped me understand:
-** research other competitors in the space and compare the weaknesses of each to create an overall better experience for clients
- creating pop-up ads that aren’t an interruption but more a gentle nudge in case an user wants to take advantage of a promo in the future in case they would want to revisit
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Problem Statement:
Develop regional marketing strategy recommendations for IG Wealth Management focusing on improving client engagement, advisor enablement and localized outreach across diverse markets.*
** edited from provided problem statement to fit NDA guidelines*
Challenges:
- How do investors use technology instead of banks?
- What features are missing from already existing well known fintechs in both Canada and the United States?
- How can in app promotions be less annoying and more of a chance for customers to take advantage of a promotion when they’re ready