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2017, UX, Design Lead

SigFig Mobile

SigFig mobile app provides users easy access to their investment. To successfully bring peace of mind and inform users properly, we re-designed the app.

Preview video on Google Playstore

Investment advice at fingertip

In the beginning, we defined a clear set of goals based on our historical learnings and user researches. To let users know how their investments are doing and that their assets are in good hands. The previous version of the app featured aggregation of their investment data, allowing users to compare performance between different assets. For the upcoming re-design we wanted to make sure that we are still providing value for the those users. Finally, we aimed to modularize the structure so that the app is ready for iteration when the potential changes were needed.

Before Re-design

SigFig app was originally started as a portfolio tracker app, serving self-directed investors who are interested in daily ups and downs of their investments all aggregated on the app. Commonly used feature of the app was to provide users multiple perspective on their investments, including news, charts, daily movers and holdings.

Also, design language was outdated, web and mobile experience was inconsistent. SigFig investment management account users have been requesting for features that were absent from the mobile experience.

Design Process

To inform the internal team and to start the design process with a better understanding of the app, we started with creating end-to-end user flow map, followed by concept iteration. We discovered and discussed data structure and potential workarounds early in time.

Understanding Existing User Flow

This exercise enabled us to recognize existing data limitation and complexity early. This included user flow inconsistency between iOS and Android app and legacy features that were not utilized actively by users. Some patched flows had inconsistent language between steps. We were able to discussed solutions for all these improvements holistically.

Concept Exploration

Once we clearly identified the current flow and our goal for the re-design, I've explored overview page concepts. Our focus was to find the right level of information for our users. These prototypes were used for internal sharing and testing to validate the high level concept with the internal team. Here are a few examples of the exploration that we prototyped.

Supports a way for SigFig asset management team to communicate with users.
Explored a way to quickly switch between managed and synced accounts.

Navigation

We explored different ways to support both portfolio tracker users and the asset management users. We eventually separated two paths and allowed users to set 'Tracker Page' as their home screen so that the user can get quick access to the information that they seek. We carefully selected data format for both cases, as well as aggregating and optimizing the flow. Following screens are showing the major screens that were re-designed.

Overview PageOverview page brings access to all accounts that users linked to the app. This includes any external accounts and managed accounts.

Account Page, Deposit historyWe included contribution history in the account page where users can see the account specific information. Here, they can find any actions that they need to take to successfully open accounts.

DepositResponding to a user feedback, we brought the deposit feature accessible from the main navigation.

Tracker PageProvides detailed view on assets. It supports the users who are seeking for easy access to their investment's day-to-day changes.

Building Blocks

Not only to provide a clear visual hierarchy for the app, but to allow ourselves to iterate efficiently, we developed a clear rule for each component based off of SigFig's existing visual style guide.

We proactively converged and diverged the UI components based on their functionality and patterns. This required us to consistently communicate with engineering team to identify potential building restrictions. Sharing the process naturally opened up a discussion and benefited us to find work-a-rounds when we discovered restrictions and edge cases.

What's next?

SigFig mobile re-design allows the team to iterate and release the features with momentum, enabling the product to be more communicative and supportive to our users. We are currently observing how our users are utilizing the application with the changes by catching up with our client support team and financial advisors. Based on the feedback, we will be further iterating our features and designs.

Retirement Investing

A new feature provided by SigFig, allowing users to learn, track and invest for their retirement.