3 Minds Digital

Client Brief

Moneyfront is a direct mutual fund investment platform that offers financial advisory services to its clients via a comprehensive portfolio approach. Money Front uses a smart algorithm to profile the client and suggests the best Direct Plan suited to the investors’ persona

Idea

We spent initial one month in research and doing a competitive study with the other similar applications. We had to revisit the different user profiles such as, Individual, Minor, Joint and NRO, and take out the extra information that was asked while Signing Up. This has saved lot of time while onboarding a new user at the same time, we have kept all the mandatory fields that are necessary for a Quick KYC process.

Execution

The existing on-boarding user journey for Mobile is an uphill task for a normal user. The KYC compliance process took unexpected delay in getting approvals from the authorities, which was a painful experience. We have also reduced the registration time by 50% (from 8 steps to 4 steps), with improved User Experience.  We at 3MD have covered all these challenges in the new design, upholding the legalities and experience in mind. 

Result

Everyone has a financial goal in life, whether it is buying a house, a car, Travel abroad etc. This can be achieved by saving your hard-earned money in a systematic way or putting it in lumpsum. The objective of this app is to motivate the users to invest in better plans to meet their financial goals and help them make informed decisions quickly. We have also covered the new features from the web and iOS applications to make it more richer and interactive.

3 Minds Digital

Design

  1. Mumbai

Services

Clients

Category Experience

Employees

51-100 Employees

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