7 steps to start investing
Challenge
Help people understand the basics of investing quickly and easily so they can get started on their investment journey.
Solution
Develop 7 clear, concise, easy-to-understand lessons with quizzes and key takeaways.
My role
· Ideating
· Sketching
· Writing and editing
· Pairing with design
· Conducting user research
· Collaborating with the design, research, content, legal, product, marketing,
business, and development teams
Check out the full guide here.
A Beginner investor’s journey
My role
· Writing and editing
· Pairing with design
· Participating in user research
· Concepting
· Collaborating with the design, research, content, legal, product, marketing,
business, and development teams
Challenge
Help people with little or no investing experience feel empowered to start investing with You Invest.
Solution
Develop easy-to-understand content that’s free of financial jargon so people can make the decision at hand.
educational pages For a Beginner Investor’s journey
Challenge
Take the most complex concepts about investing and make them simple and contextual for starters—and make investing fun to learn.
Solution
Develop friendly, easy-to-understand, and concise educational content to empower users with the knowledge they need to feel confident to start investing.
My role
· Ideating
· Sketching
· Writing and editing
· Pairing with design
· Conducting user research
· Collaborating with the design, research, content, legal, product, marketing,
business, and development teams
product landing pages
Challenge
Help people understand the You Invest products so that they can choose which one is right for them and get started.
Solution
Develop clear, consistent copy that aligns across You Invest products.
My role
· Writing and editing
· Collaborating with the design, research, content, legal, product, marketing, business, and development teams