User Insights:
“ I don’t understand what to invest in when I log on to smallcase “ ” smallcase seems overwhelming and too technical “ ” I feel I need help in investing on smallcase “
https://www.figma.com/embed?embed_host=notion&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FqJIN51YsKdY18fWYRdmrgz%2FSmallcase-customer-journey-map%3Fnode-id%3D0%253A1
Need Explore Find Invest
(Home Page) (Smallcase List) (strategy filter, SIP/lump) (SIP screen)
| Priority | JTBD | Rationale |
|---|---|---|
| Primary | Financial | without this core use-case of investment & making returns, customers will not be using the product. |
| Secondary | Personal | In Smallcase the user can either discover or validate her thoughts on a particular segment. The user feels in control of their decisions and feels like it was an informed one. |
Description: When top picks are recommended.
Why? The user makes faster decision to invest, increasing the conversion rate.
Description: When user Compares smallcases.
Why? Demonstrates user commitment by comparing difference smallcases for easy shortlisting.
😍AHA moment 3:
Description: Using SIP calculator
Why? This helps to understand their need & accordingly personalises smallcases. Feels connected & hence higher conversion rate.
