Columbus Zuma

Definition & validation | Design | Development

Buying and selling financial assets in a simple way

Zuma Advisors is a trading agent that provides advice on financial investments and access to the capital market, for all: clients, ventures and companies.

Introduction

Inefficiency in the process of trading financial assets.
Difficulty to see and follow the portfolio in real time.
Obstacles and excessive times to open accounts.

Goals

Disrupt the business

Offering an alternative to the traditional system of trading financial assets.

Offer clarity

Showing the clients their portfolio, and their tendencies.

Automate system

Simplifying and automating the registration of new clients of Columbus Zuma.

Working methodology

During the process

During an initial phase, we worked together with the client to understand the business and how the financial system works. It was key to understand how the company interacted with their clients. The project started with a Design Sprint to solve the main issues and pains obtained during user research. Once the product was defined and validated, we began working with 2 weeks sprints to develop the different features. Once the app was launched, we began a maintenance phase.

Challenges

The main two challenges for the team were, initially to understand how the financial market worked and, second, to analyze how we could facilitate this interaction. It is a complex business that involves several assets and components, that each behave in their own way.

Process

01. Working hypothesis

Together with the client the main pains to work on were identified and defined.

02. Design and Prototyping

Based on the raised hypothesis, the prototype was designed.

03. Validation

The prototype was validated and refined through user testing.

04. Development

The product, validated by the market and client was developed.

1. Working hypothesis

Together with the client the main pains to work on were identified and defined.

2. Design and Prototyping

Based on the raised hypothesis, the prototype was designed.

3. Validation

The prototype was validated and refined through user testing.

4. Development

The product, validated by the market and client was developed.

Hipótesis de trabajo

  • Los supervisores llevan el control de lo que se factura y vende.
  • Los supervisores más allá del POC cumplen el mismo rol activo.
  • Existe un proceso de trabajo ordenado en cada POC.
  • Los equipos de trabajo son diferentes entre los POCS.

Diseño

  • Armado de User Personas a partir de insights obtenidos de las entrevistas de problema.
  • Desarrollo de un Journey Map para entender comportamientos y preferencias.
  • Prototipado en función de todo lo investigado.

Validación en campo

  • Validación del prototipo a través de pruebas de usabilidad y entrevistas de problema.
  • Refinamiento en base a los resultados obtenidos

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

ACCOUNT OPENING

Easy and fast registration

  • Self-descriptive forms.
  • Simple and easy steps.
  • Guidance and help available.

ACCOUNT OFFICER

Personalized attention available any time

  • Personal account officer.
  • Contact via email and phone.
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6 Minutes of lecture