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.
https://amalgama.co/wp-content/uploads/2020/07/Zuma_fondo1@2x.png https://amalgama.co/wp-content/uploads/2020/07/rectangulo-azul@2x-1.png

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.
https://amalgama.co/wp-content/uploads/2020/07/zuma_fondo_2@2x.png https://amalgama.co/wp-content/uploads/2020/07/Rectangle@2x.png

ATTENTION AND SUPPORT

Simple managment

  • Self-descriptive forms.
  • Simple and easy steps.
  • Guidance and help available.
  • Personal account officer.
  • Contact via email and phone.
Previous
Next
6 Minutes of lecture