works

UX Design for AI-Powered Investing through DCM Velocity

A user experience design built for an AI-powered advisory, helping consumers make more informed decisions backed by technology and machine learning.

Data Capital Management (DCM) is digital investment research, services, and advisory firm, based in NYC. The DCM team has a systematic trading strategy that trades equities based on the analysis of extensive amounts of publicly available data.

This new project, titled DCM Velocity, is an AI-backed investment advisory that offers customers 100% investment transparency and control. The product offers a solution covering the three most essential aspects: discovery, allocation, and management.

The challenge for us was to design UI/UX for a website that communicated the value of an AI that would look through million data points to make the best investment decisions for its users and that would help investors pick an investment strategy based on their needs, and thus later monitor their allocations.

Imagine a simplified design solution to cater to a fully controlled and transparent AI-backed investment advisory!

Image

Data Capital Management (DCM) is digital investment research, services, and advisory firm, based in NYC. The DCM team has a systematic trading strategy that trades equities based on the analysis of extensive amounts of publicly available data.

This new project, titled DCM Velocity, is an AI-backed investment advisory that offers customers 100% investment transparency and control. The product offers a solution covering the three most essential aspects: discovery, allocation, and management.

The challenge for us was to design UI/UX for a website that communicated the value of an AI that would look through million data points to make the best investment decisions for its users and that would help investors pick an investment strategy based on their needs, and thus later monitor their allocations.

Imagine a simplified design solution to cater to a fully controlled and transparent AI-backed investment advisory!

Objective of Design

DCM already possessed a cutting-edge robot advisor technology backed by AI. Apart from sophisticated individual investors, their consumers also consisted of extremely affluent individuals and family office CIOs who understand the concept of an AI-backed investment advisory. 

However, they weren’t aware of what the AI was doing with their funds on the backend. Hence this led to establishing our design objectives such as:

  • Provide information and strategy in a website format, that is most suitable and appropriate for the consumer, for evaluating a robot advisory, thus communicating the distinct function of their AI
  • To extend an under-the-hood look of the strategy offered, thus maintaining complete transparency.
  • Facilitate subscription by enabling consumers to identify the strategy and dive deep into the relevant information.
  • To showcase appropriate, timely data in the form of a strategy page that offers analytical insights.
  • To display theme-based strategies aligned to investor needs and parameters, backed by the AI’s value.
  • A powerful portfolio interface that discloses complete investment details and allows total control of allocations.
Image

Our Process

Pain Points
  • Lack of visibility and transparency in investment strategies for sophisticated individual investors.
  • The absence of insights or details of the strategy offered to the consumer.
  • Difficulty in understanding whom to work with, knowing their backgrounds and strategies.
  • Unaware of what the AI was doing with their funds on the backend.
Discovery
  • Gained an understanding of how an investor makes a decision to invest and knowing the formats involved in making the investment decision. The value that this website can add to individual investors is the ability to dig deep and explore. We had to ensure that our designs impart the right amount of information or knowledge on how the AI helps.
  • The insights also helped in understanding AI’s role in fulfilling user goals and identifying how this can help the investor make well-informed and timely decisions. Therefore, one of the main challenges was to move users from a human advisor to start trusting a AI based robot advisor; the advantages of which were to be showcased in layers for a diverse set of audiences.
Implementation
  • We facilitated a website experience that enables users to dive deep and make an informed decision with an interface that clarifies who affluent investors would work with and how the technology adds to it.
  • Our interface was designed to help explore goal-oriented investment strategies for individual investors as well as for family office investment managers.

Outcomes

Image
Image

Outcomes

Our design team worked towards answering the decision-making questions, that is- as a sophisticated, million-dollar investor, what would their next investment move be? How should we structure a narrative that helps them make the right choice of investment product?

Our UI/UX process around the above aspects led to the following outcomes:

  • A website homepage design that answered all the questions a sophisticated investor had while evaluating an advisor to work with.
  • To communicate the distinct function of their AI in a world where AI and ML are buzzwords.
  • To add value to consumers who are very sophisticated and well-informed.
  • To help the sophisticated investor make a decision aligned with his needs.
  • To be an open book to the investor who needs to look under the hood.

AI-Powered Investing Around Performance, Transparency, and Control

Image
Image

AI-Powered Investing Around Performance, Transparency, and Control

  • The most essential aspect that investors miss the most today is transparency and that’s what DCM was able to successfully achieve. Investors also rely heavily on industry feedback and recommendations which warranted a space on the website.
  • Once invested, an investor is shown a portfolio page, which allows them to monitor and dive deeper into how the AI makes decisions. Furthermore, there’s a dedicated strategy page that allows the user to explore in detail a strategy, its performance, and history.

Impact

Business Impact

  • DCM was able to validate the product idea iteratively instead of spending excessively on building and later altering it. The design intervention also enables them to get a scalable product structure that is aligned with their vision.
  • DCM could deliver transparency thus gaining users’ trust. Investors started relying on the website by gaining relevant knowledge from the 'Industry Feedback and Recommendation’ section on the website.

User Impact

  • New design led to reduced decision-making time for potential investors. Users felt confident and excited about the offerings on display and the information presented to them.
  • Complete transparency on the portfolio page allowed them to monitor and dive deeper into how the AI makes decisions by providing an under-the-hood look at the strategy.
  • The website imparted a feeling of having control over funds and investment for users, helping them to make informed decisions through a dedicated strategy page. This enabled them to explore in detail a strategy, its performance, and history.

Transforming Atidiv’s Global Digital Identity through Website Redesign

Elevating their competitive positioning by clearly showcasing their service strengths with strong content and impactful visuals.

Logo
Image
Image
Image
Image
Image
Previous
Next

Crafting a UI/UX Design Solution for a Frictionless Insider Threat Detection System- Doppler

A multi-layered design solution to identify threats and carry out multiple actions, by emphasizing on visual data design.

Shaping a Travel Platform and a Community for Offbeat Travel and Discovery

The monsoonfish team started with our idea, challenged it, changed it and made it into a product that looks and works great. The team is intelligent, responsive and delivers

Nitin Gupta

Dusty Roads

Dustyroads
Image
Image
Image
Previous
Next

Design Creates Experiences that Facilitate Product Goals.

With more than 20 years in the UI/UX sphere, we craft experiences that match user expectations, thus enabling brands to achieve their business vision.

20 +

Years in Design

200 +

Satisfied Clients

500 +

Successful Projects

40 +

Designers On-board

Take a Look at Our Journal

April 16, 2024
Image

Designing for fintech comes with its own set of challenges, from navigating complex regulations to ensuring robust data security and building user trust in a sensitive domain. This is where specialized fintech UX design agencies come in.

April 15, 2024
Image

Healthcare UX design experts bridge the gap between innovative technology and human-centered design, creating solutions that improve patient outcomes, streamline processes, and empower stakeholders.

March 22, 2024
Image

UX design adapts, playing a crucial role in enhancing user engagement and satisfaction. By putting your users at the center, you can leverage UX design to drive solutions that resonate, fostering customer retention and boosting conversion rates.

There’s a Lot Happening Behind the Scenes in Our Lab!

This project attempted to identify the gaps in this food delivery app and propose UI/UX design ideas to expand Swiggy in different ways for the users to use it for more than just a food delivery app, in turn setting it apart from its competitors.

Image

Our team attempted to fill in the gaps, in terms of its interface and user experience design; for offering a more enhanced and assisted experience for the users throughout their journey.

Image

Exploring possibilities of turning an OTT platform into something more than just for entertainment purposes. Here’s our attempt of working out new sources of income benefiting the platform as well as the audience?

Image