Questrade Roundup

Overview

Spare change adds up, and Questrade RoundUp allows users to take advantage of this. Questrade RoundUp enables users to save as they spend. This new feature rounds up credit card purchases or expenses to the nearest dollar and saves the difference in a diversified investment portfolio. The goal of this project is to create a seamless sign-up experience for both existing and new users by providing them with information that is clear, direct, useful and understandable.

My Roles and Responsibility

I designed a full UX writing process and deliverables – from research, voice definition, and final copy.

Conduct Research
Define Product voice
UI copy demonstration for various scenarios and stages

What I did

01.

Competitive Analysis

02.

User Research

03.

Designing and Writing for different screens

Competitve analysis

I analyzed three competitors that provided the same service by comparing their various copy styles, feature naming conventions as well as the entire user experience as follows:

KOHO

Copy style: Direct and functional. Barely states the benefits of the feature.

Feature name: RoundUp

Accessibility & User experience: Available on mobile app only and easy to navigate

WEALTHSIMPLE

Copy style: Clear, casual, aspirational, and encouraging. “Invest yoUr spare change”

Feature name: Wealthsimple Roundup

Accessibility & User experience:

Difficult to access and only available on their mobile apps

MOKA

Copy style: Clear, concise, and motivational “Make change with spare change

Feature name: Roundup to give

Accessibility & User experience: Easy to access and navigate.

Recommendations

Copy style: Our copy style should be clear, fresh, human, and understandable.

Feature name: Research shows that people are already familiar with the term “Roundup”. I will recommend we adopt the same naming convention. For differentiation purposes, we can name it Questrade RoundUp.

Accessibility & User experience: Accessibility is important. We should ensure that our users can access this feature with ease on our website and mobile app.

User Research

I researched and built user persona from Questrade’s core target audience, focusing on identifying their needs, aspirations, and values. Also, publicly available resources and tools (social media platforms, blogs, Google Trends, forums, reviews & comments) were used to uncover more insights about the target audience- their language, pain points, and frustrations.

User Persona

Meet Lucy

Age- 29
Work- Project Manager
Family- Single
Location- Toronto

Bio: Lucy is a project manager at a tech start-up. She’s a frequent shopper and often uses her credit cards to make payments and purchases. She believes in investment and savings but struggles to keep up with the habit

Goals:

Wants to make smart investments
Wants to pay off student loans

Frustrations:

Bad saving habits.
Fails to make any tangible investments

Recommendations

Based on the insights gotten from Lucy, I came up with the following recommendations for rhe otal experience and copy.

Deposit notifications: We should provide users the opportunity to receive alerts and notifications whenever a RoundUp savings deposit is made to their Questrade account.

Questrade RoundUp Calculator: Some people still struggle with the concept of RoundUp. To aid better understanding, we should include a RoundUp calculator to give users an idea of their savings and how to calculate it.

FAQs: Because we are introducing a new feature, it’s important to have a detailed FAQ that answers specific queries our users might have.

Tone and Voice

Helpful & Human

We provide users with just enough information needed to complete their actions or enjoy their experience and we speak and treat our customers like friends.

Assuring & Empathetic

We understand that investment is serious, and we are here to help you reach your savings and investment goals in a supportive and transparent way.

Direct, Clear & Concise

We want our users to grasp the information when they use or sign up for Roundup. We don’t want them to feel lost or abandon the task

Designing & Writing copy for different scenarios

My research findings influenced my copy style, flow and design elements for this project.

By following UX writing best practices, I wrote to some screens and scenarios.

Our Collection

Value Proposition Page

As the introductory page, I ensured that the copy was direct, simple and clearly stated the benefits of the feature while providing the users with relevant and important information of Questrade RoundUp.
The CTA is clear and specific to the desired action. I also used an image that is relatable to our TA.

Requirement page:

This page provides step by step requirements needed to sign up for Questrade RoundUp. It prepares users and alerts them on what to expect while signing up for Questrade Roundup. Keeping it simple, clear and useful, I used the brand’s intelligent, yet technical and smart brand voice/tone to fill out the copy. In addition, I made use of icons to highlight the steps for easier comprehension.

Input page:

Filling forms can be boring and hectic. To avoid “form fatigue”, I used clear, direct and straightforward copy while providing contextual information where necessary.
In the case of an error, the copy is clear and provides information on what happened and how to fix it.

CTA is clear and specific to the action required. I also included a progress tracker in the design, to enable users keep track of their progress/activity.

RoundUp preference

This page enables users to select their preferences and personalize their experience. Copy is clear, direct, and simple and provides adequate information where required.

Success page

Success page is kept simple with the copy direct and clear. I also included a CTA that directs users to their profile.

Notification page

I introduced this modal to encourage users who may not have notifications turned on to enable them, while highlighting the benefits.

Project Summary

In the course of this project, I evaluated the market research, performed a quick survey, created a set of wireframes, and wrote UI copy for the screens. I made my copy clear, direct, conversational and in tune with the brand’s voice and tone.

Further to what was achieved, with less stringent timelines, I would conduct UX copy testing for a more accurate copy and in-depth understanding of the brand style and voice. As well as incorporate more elements into my design, like the FAQs and Round Up Calculator.

I learned that UX research is a vital process in the UX writing and that UX is way more effective when the user has an effortless time navigating the content in a simple, scannable way, which is what I believe I achieved.