Trading App

Alert Experience in Tablet Device

Supporting daily trading activities when users were away from their desks, we want to establish an alerting system that will enable “alert settings”, “notifications” and be able to “take action” to user’s needs on market changes.

Challenges

Considering 0 to couple hundreds of alert messages for extreme cases
Need to adapt simple native mobile experience regardless of the complex data
Limited timeline for learning and design validation
Need to provide consistent service on different types of device (mobile phone, desktop trading enterprise app)

Solutions
Create a fluence/scaleable alert system that fits on given user
scenarios and validate with clients on other opportunities
Wearing different hats to take some shortcuts based on current user behaviors
Quick validations from competitors & other expert domains

Understand User

Research
Research on trading platforms and user’s working environments

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Persona, CIS

• Japanese trader / Former pro-gamer
• 39, Married with 3 kids
• He traded 1.7 trillion yen worth of Japanese equities last year • On his biggest day, he bought and sold 70 billion yen worth of stocks

Assumptions
• Focus always moving
• Observing multiple factors at once
• Think fast and stay calm
• Act quickly
• Wicked keyboard skills

Pain points
• When to cut and run
• Building and protecting assets
• Wrong bets
• Stop-loss

2. Empathize : Discover & Plan

CIS’s Story Mapping

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Story mapping the experience to learn opportunities

I tried to sketch CIS’s trading scenario, and prioritized the features to support our user in the experience.

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Additional User Interviews

Alex (42), Trader

“I only use the application on the office computer, I am not sure how could I use them on my phone or tablet.”
“Yes, I sometimes set up an alert to my email or text message”

Charlie (37), Corporate Advisor

“I still want to be keep up on the latest news feed and stock updates quickly for my clients, but just not confident enough to rely on tablet because I never tried it before.”