Thndr App is a digital investment platform that is designed to simplify investing. Thndr facilitates access to the right tools and resources that can empower investors with the means to achieve financial freedom.
Discover a financial revolution with Thndr App’s Investment Guide — crafted to simplify the staggering task of starting your investment journey. Triggered by user inquiries on social media, this feature resulted in an impressive ≈8 p.p increase in funded accounts to signups. Tailored for all investors, it enhances user experience, guiding decisions aligned with financial goals and risk tolerance. Join us to unveil the logic, explore diverse personalities, and gain insights from usability testing sessions.
The backstory of our game-changing Investment Guide
We all know it is overwhelming to start investing and find a good investment to start your journey with. So, why not help investors discover their investor personality and give them recommendations to improve their path to financial freedom?
Whether a beginner or an experienced investor, the Investment Guide feature helps you make informed decisions aligned with your financial goals and risk tolerance.
What was the trigger?
We received many CX inquiries and users were also asking on our social media platforms what to invest in. And, many of them weren’t familiar with the different investment products on Thndr.
Investment Guide card design: the entry point from the Explore page
A deep dive into tailoring our guide for maximized impact
We wanted to create a fun, short, and effective guide to have accurate outcomes. Hence, we focused on 4 main aspects that will determine an investor’s personality:
Objective: Determine a clear and specific investing goal.
Risk: Measure the tolerance for uncertain or adverse actions in a given situation.
Duration: Analyze the investing time frame.
Passiveness: Compare activity vs proactivity.
4 questions for each aspect mentioned above
After pinpointing these 4 aspects we created 4 different personalities for all the possible results. Here they are:
Guardian: You know your money’s worth and want to guard your hard-earned treasure.
Maverick: You prefer to take control of your own decisions — and you know very well that with high risk comes an even higher reward.
Portfolio Pro: You’re open to some risk, but prefer to leave it up to the pros to invest on your behalf.
Safe-Player: Slow and steady wins the race; you’re not about taking chances.
4 personalities with their generated recommendations
Cracking the Code: Unveiling the Logic Behind Our Results!
Here’s a diagram illustrating various scenarios and their corresponding outcomes.
A flow explaining the possible results for different answers
Are you curious about exploring different personalities? — we’ve got you covered
We provided a flow where you can view all personalities after you finish the guide. Browsing through other personalities and learning about them might motivate investors to explore more opportunities. We also allowed the users to redo the guide if they wanted to.
We provided a flow where you can view all personalities after you finish the guide. Browsing through other personalities and learning about them might motivate investors to explore more opportunities. We also allowed the users to redo the guide if they wanted to.
Test again and explore all personalities flows
Usability testing sessions for an extra layer of confidence
We tested with 5 users to understand their behaviors and to make sure the flow was clear and easy to digest.
Usability testing sessions highlights
The Moment of Truth: Examining how well this feature has delivered
An increase of ≈ 8p.p in the conversion of funded accounts after releasing this feature.
Data after releasing the feature
In conclusion, introducing the Investment Guide on Thndr App has proven to be a pivotal step towards enhancing the user experience and encouraging informed investment decisions. Recognizing the overwhelming nature of starting an investment journey, the Investment Guide assists both beginners and experienced investors in discovering their investor personality and aligning their choices with financial goals and risk tolerance.
And… That’s a wrap!
I hope you found this case study useful and informative. Feel free to contact us on any social media platform if you have any questions. We would be more than happy to have a chat with you.
