reQuotum

UX Design

Our client was launching a new PERE investment platform, and my role was to design the pre-login pages.

My Role

UX Designer

Responsibilities

Sitemapping, content structuring, lofi wireframes, iterating on hifi designs

Duration

Oct 2022 - Dec 2022

Tools

Adobe XD

Project overview

Generating interest for a new investment platform

Q Investments (QIP), is a Singapore-headquartered Private Equity Real Estate firm that connects residential living real estate to capital markets. They were launching a web based investment platform, reQuotum, which allows accredited investors to invest in real estate private equity and real estate private markets. They got in touch with us to design both the pre and post-login pages of the investment platform.

Kick-off: Requirements Gathering

We started by conducting a requirements gathering workshop with QIP to discuss the specific needs and objectives of the project. This included a brainstorming session with stakeholders to understand better the pain points with the current product, and ideas for improvement.

How do we encourage new users to sign up?

My main role was to work on the pre-login pages, with the goal of encouraging sign ups to the investment platform. I studied similar websites in the market, and explored how we can make understanding the new platform easier. As the product is new and complex, we expected users to have many questions, from how established QIP is, to questions about the signing up process, and making an investment. We had to make sure users could find the answers they needed easily, and at the same time provide assurance that the product is safe, and not difficult to use.

Information Architecture

Proposing a sitemap

The client gave us a rough outline of their proposed sitemap, ie. Homepage | About Us | Invest | Events & Insights | Contact us. I also studied five of their competitors to get an understanding of best practices and learn from their mistakes. With this, I proposed a more detailed sitemap to ensure it served the needs of their users, focusing on guiding new users.

As the product is new, we expect users to have many questions, and they should be able to find the answers easily on the website without having to contact support. Thus, I proposed an FAQ page, which should address the general enquiries like signing up and account set up.

I also added a How it Works page, to give users a step by step explanation on the process. This page should be featured prominently as the 2nd item on the top navigation.

Content Strategy

After fine-tuning the sitemap, I started working on the content structure of each page in the sitemap. In this stage, I discussed with the client how we would organise the information to feature on the site. This includes determining the type of content to be included such as blog posts, charts, videos, CTAs, gated content. We also prioritised information and decided on the sequencing of sections for each page. Throughout the process, we kept the main goal of users in mind, which was to easily understand what reQuotum is, and sign up for an account.

Starting the Design

Lo-fi wireframes

Introducing the product

  • The homepage is the core page to introduce visitors to the product, thus I made sure to feature their USP and investment highlights.
  • I showcased security and regulatory badges right beneath the top banner. This helps to assure users that the product is safe and reliable.
  • I used a counter to highlight some statistics, as well as prominent client logos and testimonials, to further build trust and credibility with visitors by showing that others have found value in the product.

Helping users understand how the product works

  • The "How it works" page is one of the most important pages on the website for new users, as it serves as the main guidance on using the product, as well as encourage them to sign up.
  • I summarised the process into 3 simple steps to make it less daunting to new users. I also included a video as videos can be more engaging and attention-grabbing than text, and can help to break down the information and make it easier for viewers to understand.
  • I also added an FAQ section at the bottom to help visitors quickly find answers to common questions without having to contact customer support.

The investment detail page

  • In designing the product detail page, I worked closely with the designer who was working on the post-login pages, to ensure that we used consistent components like the tags, product overview card and document download elements; this helps with usability and branding, and creates a more cohesive user experience.
  • I added a sign up CTA three times on this page, as we felt that interest in the product would be at its highest on this page. Repeating CTAs increases its visibility and encourages the user to take action.

Hi-fi mockups

In this stage, I collaborated with the UI designers to translate the lofi wireframes into hi-fidelity desktop and mobile designs. We worked closely together to ensure that the final product is both visually appealing and easy to use, and also ensured that it matched the look and feel of the post-login pages.

Collaboration is key

The main takeaway from this project was the importance of teamwork and communication. Despite the team working on separate user experiences for this project (pre vs post login pages), we ensured that visual elements and the overall look and feel of both remained consistent. This reinforces the brand identity and creates a more consistent overall experience for users. The entire process involved several iterations on the design as well as ongoing communication and collaboration between the client, myself and the UI designer. Overall, collaboration is a key element of the design process, and it is essential for me as a UX designer to work closely with the rest of the stakeholders to create a successful product.

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