Investment Application
Mobile App Development (iOS & Android)
Problem Statement
Many individuals in Thailand, especially those with little to no investment experience, find it difficult to start investing due to a lack of knowledge, confidence, and access to easy-to-use investment platforms. Traditional brokerage services and investment platforms can be complex, overwhelming, and intimidating for beginners, leading to hesitation and missed opportunities for wealth building.
Pocket, a mobile app by Phillip Capital Thailand, aims to bridge this gap by providing a user-friendly, intuitive, and educational investment experience. It simplifies the process of investing in mutual funds, Thai stocks, and US stocks, making it accessible for beginners while also offering tools to support their financial growth. By addressing barriers such as complexity, lack of guidance, and fear of financial risk, Pocket empowers users to take control of their financial future with confidence.
Objective:
To create a seamless and beginner-friendly investment platform that enables users with little or no investment experience to confidently invest in mutual funds, Thai stocks, and US stocks while growing their wealth.
Key Differentiators & Visual Identity
🐱💰 Unique Branding with a Mascot
• A friendly mascot character is integrated into the app to humanize the investment journey.
• The mascot guides users through onboarding, explains financial terms, and provides investment tips in a fun and interactive way.
✨ Motion Design & Micro-Interactions
• Rive animations enhance onboarding, success confirmations, and key investment milestones.
• Micro-interactions (such as button hover effects, dynamic loading indicators, and personalized greetings) create a more engaging and responsive user experience.
• Motion feedback (e.g., a congratulatory animation when users complete their first investment) makes investing feel rewarding and approachable.
UX Process
✅ 🚀 User-Centered Onboarding Process
UX Process:
• Research & Persona Development – Understanding beginner investors’ fears and motivations.
• Wireframing & Prototyping – Creating low-fidelity wireframes and testing with potential users.
• User Testing & Iteration – Refining the onboarding journey based on feedback.
Final Experience:
• Conversational onboarding with the mascot guiding users step by step.
• Easy KYC process with real-time progress tracking.
• Interactive investment preference quiz to provide personalized recommendations.
✅ 🚀 Beginner-Friendly Investment Experience 🏦
UX Process:
• Competitor Analysis – Identifying pain points in existing investment platforms.
• User Flow Mapping – Simplifying the steps to invest in mutual funds and stocks.
• Usability Testing – Ensuring users feel confident making their first investment.
Final Experience:
• Simple and visual portfolio management – Users can see investment growth at a glance.
• In-app explainer animations – Breaking down complex financial terms into digestible insights.
