Your New Wall Street
Masterhow to Value Publicly Traded Company’s Stocks
Successful Business Outcomes
User-friendly tool for intuitive financial modeling and stock valuation, offering cost-effective, high-quality education that adapts to users' preferred pace of learning.
User Friendly Tool
Cost Effective
Learning at own pace
Predict what to expect in the future
Following a logical and structured approach towards model building from start to finish provided a significant competitive advantage.
Major challenges
Financial modeling remains a complex field, often inaccessible to many. Simplified, user-friendly tools are needed to democratize financial analysis.
Current products and training in financial modeling and stock valuation are scattered and lack cohesion. This fragmentation leads to inefficiency and hinders effective learning.
Lack of accessible and easy-to-use tools for learning financial modeling and stock valuation.
Discovery Workshop
We aimed to create a frictionless and hassle-free experience for users, making financial modeling and valuation professional yet easy to use.
Turning abstract ideas into something tangible
By providing appropriate context, we designed financial apps to offer a pleasant and intuitive experience, breaking away from the traditional, cumbersome models.How to design a financial modeling training software from scratch?
Using a user-centered design approach, we recognized that learning new concepts can be overwhelming. Given the complexity of modeling and valuation, we simplified both processes and interactions, carefully structuring information to minimize cognitive load.
Multiple Persona
By focusing on user needs and organizing information logically, we identified key personas, listed their pain points, and created user stories and use case scenarios.
Information Architecture
Mapping personas and their journeys helped us think about user needs effectively, identifying pain points and opportunities in a systematic and straightforward way.
Design System & Component Library for everyone to use
Using a simple organizational principle as Atomic Design, design teams create a single source of truth. It contains UI Assets and patterns library that accelerates design delivery and development velocity.
Low-fidelity Wireframes
Prototype showing the skeleton of a screen, representing its structure and basic layout. Serves as an element of conversation and confirmation of agile user stories.
Expertise came to live
Prototype showing the skeleton of a screen, representing its structure and basic layout. Serves as an element of conversation and confirmation of agile user stories.
