01 Project overview
Obermatt is a leader in unbiased stock analysis and investment services. They are changing the way information is provided. Financial information should be affordable to individual investors and institutions alike, with professional tools and insights, and shouldn’t cost an arm and a leg.
TLDR; Obermatt partnered with Three.Design to redefine its brand into a next-generation stock analysis platform.
02 Website analysis
Pain Points
Hermann and his team did a first sprint with our sister company SQUARE BLACK. So we had to make sure to be thorough to fit the style and continue the project to our best ability. We had couple of calls with Michal from SB and Hermann to make sure we understand everything and we're on the same page.
This doesn't change our approach in the slightest, when it comes to a website redesign it's important to analyse the current website. Carefully look through it and make a lot of annotations to help us find the key pain points & also get to the "Why" some things are there and if they need to be there.
When something was unclear to us, we just asked Hermann and his team a couple of questions, since they are the experts in their own field. Do we really want a video on the main page? Do people even look at it? Why should I subscribe when I have no clue whats the offer is?
All of this helps us to understand the client's needs, what problem are we trying to solve & does this make sense for the target market?
03 Data Immersion
With the homepage done the challenge was just about to start. Many design agencies fear FinTech. Rightfully so, there's so much data to be shown and so little space, there's very little to be left out. Three Design was up to that challenge. Determined to uncover the brand’s core elements and changing the investing niche forever. We helped Obermatt refine their vision into a compelling narrative, laying the groundwork for the brand’s transformation
04.1 Crucial Page - Top 10 Lists
Filtering through data
Obermatt has a few unique offerings that make them stand out, one of them is the Top 10 Lists. It is a list of the top 10 stocks for various markets (S&P 500, DAX, etc.), investment themes, sectors, or ESG criteria.
When it comes to dealing with tons of data and indices there's always the question:
"How do we make it easy to use and packed with information?"
Do you show the user full list? What about hot indices? Filters? How will the not so tech-savvy users feel using it?
04.2 Crucial Page - Top 10 Lists Detail
Everything you need to know
After the user goes through the Top 10 Lists page there's a big chance they see a theme they like and want to know more about it. That's where the detail comes into action.
Obermatt divides their research based on strategies such as
• Value - How inexpensive the stock is
• Growth - Expected potential growth
• Safety - Financial stability
• Combined - Combination of Value, Growth and Safety
• Sentiment - Market's current opinion towards the company
• 360 View - Combination of financial performance with the market sentiment
All of the strategies combined together give the users everything they need to know before they make the decision
05 To compare or not to compare
Which one to choose?
For someone new in the investing field it's always hard to get by and choose the right stock to invest in. You're new so you hardly know anything about it. Not anymore, with the comparison page you can see everything you need next to each other and decide if the PROS and CONS are worth it.
It was crucial to make this feature as easy as possible to use because this makes the life of someone new so much easier.
06 Dashboard
All in one place
Of course it would be tedious to go through all the pages, search up all the stocks without being able to save them and have them all in one place.
A good dashboard has all the information the user needs while looking visually pleasing and easy to use. Not the other way around you see on the internet these days.
This is where we get to use the years of experience to create a delightful flow that is focused around the user and the beauty of data.
07 Mobile Breakpoint
According to research Hermann and the team did 50% of the traffic they have comes from mobile. That means the mobile view has to be spot on and personalised.
Based on this research we've created new elements for the mobile breakpoint with showing as much information as possible in mind. It was important for us to show Obermatt that sometimes rules are meant to be broken, which we illustrated couple of time with breaking the grid with the data tables and graphs. This allows the user to see as much as possible while comparing different indices.
