
ARK7 - AIGC
Empower investors to make informative and effortless investment decisions with AI.
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Team: 4 UX researchers & designers and 1 PM
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Role: UX researcher & designer
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Responsibility: PRD Analysis, Competitor Analysis, User Flows, Sketching, Prototyping, Usability and A/B Testing
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Time: May 2023 - August 2023
Background & Summary
ARK7 simplifies Real Estate Investment with Professionally Managed Rental Homes in Shareable Units


As part of a cross-functional team of three UX designers and a product manager, I conducted in-depth industry and user research to uncover key challenges in the investment experience. Over three months, we applied a human-centered design approach while aligning our solutions with business objectives.
Our work resulted in the design of two key features:
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Smart Investment Mode (Collaborative Effort): A streamlined investment experience designed to enhance decision-making efficiency.
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AI Chatbot Redesign (My Contribution) – An assistant that simplifies financial guidance and enhances user engagement.
I led the usability testing and A/B testing for the AI chatbot, iterating based on user feedback to optimize its performance. This feature was successfully developed and launched.
Problems Analysis
Overcoming Key Challenges in User Acquisition and Retention Across Major User Groups
Experienced investors want to manage and improve their portfolios more efficiently.


The lack of real estate investment knowledge deters investment beginners from feeling confident and informed when making investment decisions.
User Needs Analysis

Competitive
Analysis


My Contributions
Leveraging my finance expertise, I conducted in-depth user research and market research to uncover key opportunities in the investment space, particularly in the growing demand for personalized and AI-driven financial solutions.
Ideation
AI-Powered Investment Assistant enhances Decision-Making and Personalization
Smart Investment Mode
Features: Automated investment options, tailored investment bundles, and recurring investment plans.
Objective: To simplify the investment process and provide users with personalized, data-driven investment strategies.
AI Chatbot
Capabilities: Financial knowledge dissemination and customer support.
Objective: To empower users to make informed investment decisions by offering instant responses to financial queries and round-the-clock customer service.


My Contributions
I defined two core AI-driven features with the team: Smart Investment Mode and an AI Chatbot, aiming at enhancing user decision-making experiences.
User Flow: AI Chatbot

User Flow - AI Chatbot
Information Architecture

My Contributions
I redesigned the AI chatbot flows, ensuring clarity and familiarity in interactions. Additionally, I contributed to the updated overall information architecture to enhance decision-making efficiency.
Iterative Design
Continuous User-Centered Testing and Iterative Design for Enhanced Usability
Low-Fidelity Design


High-Fidelity Design:
Scenarios






When clicking the question icon

High-Fidelity Design: Access Points
At the end of property detail page

Me -> Help Center

My Contributions
I designed high-fidelity prototypes for the AI chatbot and participated in the design of the smart investment mode, carefully considering various user scenarios and access points.
Impact
Users' satisfaction was improved by 23% and estimated 160 agent hours/month were saved
Feature Demo



My Contributions
The AI bot I designed was implemented, and the proven increases in key metrics validated the design's effectiveness and alignment with the company's strategic goals.