WealthBlock was founded under the premise that everyone should have the right and ability to invest in opportunities. Today, it's marching towards this mission by providing an AI driven, block-chain built investment platform for private capital raising.
How do we make investing easy for anyone? How do we make great opportunities known by great investors? How do these great opportunities communicate effectively that they have a great offer? And lastly, how do we do all of this while maintaining a high-level of trust?
We set out to create a design system based on the guidelines of Google Material Design and the framework of Angular Material, resulting in the Block Design System.
We got right to work coming up with a brand style guide that would speak to the type of user they were trying to acquire - a not-so-tech-savvy organization trying to communicate their great opportunity to not-so-tech-savvy investors, in a trustworthy, concise way.
We leverage the color-theory: Blue means trustworthy. We took advantage of using playful, but professional primary colors to help support the primary color. We exercised constraint by using simple styling and simple icons.
Many sessions with the CTO wireframing various projects like onboarding, dashboards, and a CRM tool. I created a series of components that allowed me to create high-fidelity wireframes very quickly so that we could focus on layout, content, and functionality, over worrying about design details like color, typography, and styling.
I used Flowkit for creating user flows very quickly. We created several userflows in the very beginning to help us understand how the two primary user types would navigate the platform. I also created a userflow recently to help us revisit and clean up the flow has development progressed.
InVision, we've created several prototypes to help illustrate the various flows and help identify any gaps in the design and user experience of the platform or for a specific project/feature.Using
How do we show platform admins who is viewing or engaging in their offers? How do we give platform admins the tools they need (or don't know they need) to promote or engage with potential investors in a meaningful way?
By tracking a custom sales funnel, investors get dropped into pools that allow the platform admins to identify key investors to approach at the right time. We created a simple way for platform admins to work through each pool, and to reach out to investors in a highly targeted way through automated emails or custom emails.
By reporting back to platform admins impressions/views, unique investors reached, total investors net worth, and time spent on their platform - we give them insights that are actionable by revealing drill-down reporting into specific offers and breaking down those key performance indicators.
Being a very small and nimble team, true in-app onboarding was not the highest priority feature until this year.
The overall goal for this onboarding project was to allow new platform admins a quick and simple process for setting up their platform. We wanted to intentional minimize the amount of steps or fields that needed to be filled out. We also wanted to use as little help tips as possible by using concise, easy to understand language.
Users were having to rely on the team for demos of the product, reach out to support with questions, and to refer to the library of help documents to get their platform up and running.
By having a clean, simple, and concise onboarding process with timely help tips with audience-appropriate language, we were able to design an onboarding process that streamlined new users and gave them a great first impression of the application and what to expect going into it.
I have been the only designer - the lead UI/UX designer for WealthBlock since its inception 3 years ago. We have one full-time developer (who is also the CTO) and one contract developer.