Investment Service (+Payment)

INSIGHT

ISSUE

Page changes do not occur compared to the duration of user visits, leading to user departures or difficulties upon entering the page
Due to the absence of an HCP Multichannel presence through online channels, it is imperative to establish, execute, and stabilize new channels

MARKET

On the portfolio (product) list page, what functions do you wish to have reflected?

ANALYSIS

Customers are unable to freely select bonds according to their requirements or adjust the amounts as needed
Exiting the page results in the initialization of all existing applications
The user interface (UI) and user experience (UX) for accessing desired bond information are inconvenient during bond selection
There is no alignment or prioritization of bond information
Customer feedback through the Voice of Customer (VOC) highlights the need to improve customer behavior when checking detailed bond lists, including page navigation, specific bond amount configuration, and the occurrence of unnecessary clicks

INSIGHT

Desired bonds (products) should be searchable and filterable based on investors' investment preferences and bond selections
Filtered bonds should be saved, retaining their values even when leaving the page, enabling users to access their lists later
Information regarding bond investments should be categorized by priority
Improvements in the UX environment for bond amount configuration should simplify bond information to a single level and create a natural user flow with detailed information
Seek a common UI among those used in other financial sectors and other P2P platforms. Apply a UI in line with current trends to provide a convenient user experience

Upon entering the bond list (product) page, allow users to set or save the list of desired bonds, enabling them to review stored information from the time of page entry without immediate payment
Implement collective application of the investment amount for each bond with a single click, improving UX by offering flexibility and speed
Keep the payment page static and allow users to add and remove desired bonds on the 'My Bond List (Product List)' page. This enhancement ensures swift access to payment information and facilitates purchases, offering a more flexible and convenient user experience than before