Columbus Zuma
Definition & validation | Design | Development
Your financial assets management in your hands
Zuma Advisors, a trading agent that provides advice on financial investments, came to Amalgama to stay at the forefront of technology and be able to offer digital services to its clients.
Context
Due to the standard in the financial industry, where most services migrate to a digital interface, Zuma saw the need to provide
its clients with a mobile application that allows them to consult and execute financial investments from anywhere.
Challenges
Integrations
Integration with current Zuma portfolio management systems.
UX
Offer a good user experience, displaying a large amount of data in a simple way.
Security
Protection of sensitive information.
Process
Working hypothesis
Together with the client the main pains to work on were identified and defined.
Design and Prototyping
Based on the raised hypothesis, the prototype was designed.
Validation
The prototype was validated and refined through user testing.
Development
The product, validated by the market and client was developed.
Working hypothesis
Together with the client the main pains to work on were identified and defined.
Design and Prototyping
Based on the raised hypothesis, the prototype was designed.
Validation
The prototype was validated and refined through user testing.
Development
The product, validated by the market and client was developed.
Solution
A tool that helps you invest in an easier and better way.
Buying and selling assets in a simpler way. Transparent access to your portfolio.
MARKET
Investing
Easier tradings
- Setting the price and clicking.
- Being notified when it's done.
SHARE PRICES
Analyzing stock market in real time
- Share prices.
- Bond price calculation.
- Mutual fund quotation.
PORTFOLIO
Easy access to investments
- Visualization of past investments.
- Shares review.
- Bonds review.
- Access to common fund trusts.
ATTENTION AND SUPPORT
Simple managment
- Self-descriptive forms.
- Simple and easy steps.
- Guidance and help available.
- Personal account officer.
- Contact via email and phone.
