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Client

Lee Clinton

Year

2022

My Role

UI/UX Designer

Category

Web Design

Research

Informing decision-making: Research provides data and evidence to support design decisions. It helps designers make informed choices about layout, color schemes, typography, and other design elements, leading to more effective and user-friendly websites

Design

Design

Usability and Accessibility: Good design considers the needs and preferences of users, ensuring that the website is easy to navigate and understand. Intuitive navigation, clear hierarchy, and logical organization of content enhance usability and accessibility, allowing users to find what they are looking for quickly and easily

Usability and Accessibility: Good design considers the needs and preferences of users, ensuring that the website is easy to navigate and understand. Intuitive navigation, clear hierarchy, and logical organization of content enhance usability and accessibility, allowing users to find what they are looking for quickly and easily

Design

Usability and Accessibility: Good design considers the needs and preferences of users, ensuring that the website is easy to navigate and understand. Intuitive navigation, clear hierarchy, and logical organization of content enhance usability and accessibility, allowing users to find what they are looking for quickly and easily

Development

Development

Development optimizes the website's performance by optimizing code, reducing file sizes, and improving loading times. A fast-loading website enhances user experience, reduces bounce rates, and improves search engine rankings

Development optimizes the website's performance by optimizing code, reducing file sizes, and improving loading times. A fast-loading website enhances user experience, reduces bounce rates, and improves search engine rankings

Development

Development optimizes the website's performance by optimizing code, reducing file sizes, and improving loading times. A fast-loading website enhances user experience, reduces bounce rates, and improves search engine rankings

Whom are we solving this for?

Whom are we solving this for?

Whom are we solving this for?

Design Approach

Design Approach

Design Approach

Conclusion

Conclusion


After Sarthi’s launch, the guided questionnaire and personalized fund recommendations significantly simplified the investment discovery process. New users now complete the journey in an average of 14 minutes, compared to 35–40 minutes earlier, with first-time investment conversions rising from 4% to 27%. The clearer risk-profiling visuals and educational FAQs reduced user confusion while drop-offs during fund exploration was reduced by 28%.


Post-launch feedback reflected growing trust in DSP’s platform — 82% of surveyed users said they understood their risk profile better, and 54% felt confident starting their first SIP without external help. The data confirmed that Sarthi effectively bridged the gap between curiosity and action, turning complex fund discovery into a guided, transparent, and user-friendly investment experience.


After Sarthi’s launch, the guided questionnaire and personalized fund recommendations significantly simplified the investment discovery process. New users now complete the journey in an average of 14 minutes, compared to 35–40 minutes earlier, with first-time investment conversions rising from 4% to 27%. The clearer risk-profiling visuals and educational FAQs reduced user confusion while drop-offs during fund exploration was reduced by 28%.


Post-launch feedback reflected growing trust in DSP’s platform — 82% of surveyed users said they understood their risk profile better, and 54% felt confident starting their first SIP without external help. The data confirmed that Sarthi effectively bridged the gap between curiosity and action, turning complex fund discovery into a guided, transparent, and user-friendly investment experience.

Conclusion


After Sarthi’s launch, the guided questionnaire and personalized fund recommendations significantly simplified the investment discovery process. New users now complete the journey in an average of 14 minutes, compared to 35–40 minutes earlier, with first-time investment conversions rising from 4% to 27%. The clearer risk-profiling visuals and educational FAQs reduced user confusion while drop-offs during fund exploration was reduced by 28%.


Post-launch feedback reflected growing trust in DSP’s platform — 82% of surveyed users said they understood their risk profile better, and 54% felt confident starting their first SIP without external help. The data confirmed that Sarthi effectively bridged the gap between curiosity and action, turning complex fund discovery into a guided, transparent, and user-friendly investment experience.

Arigatou

arigatou

Arigatou

Arigatou

©2024 smaran.studio

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©2024 smaran.studio

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