Interest Area and Context
Good MTS usability is driven by clear information architecture and natural behavioral flows. Through observation, we realized that users rarely complete their entire investment workflow within a single app. They frequently seek information from external channels (like YouTube and online communities) and use the broker app primarily to check their holdings and execute trades. The gap between what the app offered and how users actually behaved presented a major design opportunity.
User Research & Journey Mapping
Through an online survey (N=139) and AI-moderated interviews (N=65), we analyzed reasons for continued use and churn, advanced feature usage, and information consumption patterns.
Problem Statement
We identified that users operate based on specific "information units" required for their investment decisions. The existing app structure, which listed features sequentially, caused cognitive overload. We needed to restructure the app based on actual behavioral sequences: onboarding, strategizing, investing, and evaluating.
Design Value and Direction
We proposed four key UX directions to redesign the investment journey:
- Prioritizing Critical Information: Separating asset/holding status from market/news exploration on the home screen.
- Behavioral Flow Connection: Connecting purpose-driven tasks to minimize unnecessary screen transitions.
- Information Density Adjustment: Implementing customizable home screens that start with a simple view for beginners and scale up as users gain experience.
- Repositioning AI: Framing AI features as tools for summarizing and analyzing complex investment information rather than simply adding new, overwhelming functions.
UI Analysis & Implementation
To ensure our UX insights translated into actual product improvements, we closely tracked the implementation status with the product teams. Core structural changes, such as an integrated search function and a dual UX strategy for beginners and advanced investors, were fully adopted as foundational updates. Additionally, custom quick-menu configurations were successfully integrated into specific user flows.
