Investify.ai

Summary:

Investify.ai leverages AI technology to create personalized portfolios tailored to users' unique financial goals. The platform empowers users to explore AI-curated portfolio options, build custom portfolios with actionable insights, and track their progress over time. By simplifying the complexities of investing, Investify.ai helps users make confident decisions and stay on track toward achieving their financial goals.



Our design approach focuses on creating an intuitive, accessible, and engaging mobile experience. The user-friendly interface removes barriers for investors to offer clear guidance at every stage of their financial journey. AI-powered analysis provides recommendations, while continuous support from an integrated AI assistant ensures users feel supported and informed. With Investify.ai, building a portfolio is straightforward, empowering, and effective.



Concept:

Curate an investment portfolio like you curate your favorite playlist, leveraging AI.




Inspiration:

Based on our experience in the financial services industry, mobile users often feel frustrated by the lack of option to personalize their preferences throughout the experience. Users also feel confused by overwhelming investment products, particularly when starting to build a portfolio, making it difficult to optimize their next best action.



Objectives:

Building a portfolio can involve a lot of guesswork and uncertainty. By utilizing our AI tool, we help analyze your portfolio for potential returns and timeframes, driving towards your goals.



Design approach:

We designed holistic, end-to-end user flows with unique features. We crafted a clean, professional look and feel in both light and dark mode to make the experience delightful and seamless. From selecting a stock to evaluating the total projected value, we considered every step of the user experience to enhance the impact of their financial decisions with informed insights and confidence.