User Interview
02
Goal
Identify user needs and uncover pain points
Questions
1
Name
2
Age
3
Career
4
Income
1
What is your preferred personal finance app?
2
When do you use mobile investment apps?
3
Frequency/duration of financial app use per week? Reasons for choosing mobile apps?
4
Used financial/wealth management apps before? Impressions?
5
Inconveniences faced while using financial apps? Solutions?
6
Have you used Topia for FIRE financial planning? If so, how frequently do you use it?
7
Describe last use of Topia. Thoughts and feelings about the experience?"
8
Topia membership purchase history? Reasons and timing?
9
What’s your worst Topia experience?
10
What aspects of Topia's software do you think need improvement, specifically?
11
Have you used Topia to track and monitor your FIRE progress? How was the experience?
……
User research with interviews for ages 25-35, online/offline methods, 6 males & 4 females, phone recordings & in-person talks, capturing experiences & needs for precise segmentation.
Problems
03
Too many colors causing distraction and difficulty finding core functions
Painpoint
Homepage lacks achievement sense after accumulation
Simplistic homepage lacks task rewards, poor user experience
Bottom-located common functions cause accidental clicks
Overemphasized core functions cause distraction, poor experience.
Lacks community and articles, hindering beginner learning and goal achievement
Painpoint
Coach view redirects to webpage, inconvenient comparison
Low page efficiency, difficult to differentiate coach pros and cons.
Require separate scheduling and interface switching.
Separate learning and recording areas hinder user engagement.
Easy and continuous recording important, but Topia has poor user retention.
Painpoint
Lack of shareability reduces sense of accomplishment.
No task breakdown, poor user experience
Manual data entry for finances is frustrating, discouraging.
Complex accounting process reduces user motivation to record.
Weak app-to-reality connection perception leads to low coaching service purchase willingness.
Painpoint
No app recognition, no life improvement
App lacks emotional value and necessity.
Users trust bloggers on other platforms more.
No community links beyond workshops, reduces engagement.
User Personas
04
Design Guide
07
Product Position
Simple/Social/Joy
User Interview
Immersive/Relaxed/Easy
Data Analysis
Initiative/Tenacity/
Productive
Keywords
Relaxed
Tenacity
UI Style