Price alerts 🔔

Enabling clients the ability to track and action
market movements their way.

Lead design
Wealthsimple 2021
~8weeks

 

How might we reduce unnecessary friction in
our clients investing journey? 

 

Content mapping


Guiding principles


Right context, right time

Provide information only when necessary. Creating and editing alerts is a stepped process in which we provide guidance and necessary context only when it is valuable to do so.



Inspire transparency

Alerts is a table stakes feature. It should provide the Client with visibility into the total allotment of alerts available, regardless of where alerts are being viewed.



Provide confidence

Alerts is a table stakes feature. It should provide the Client with visibility into the total allotment of alerts available, regardless of where alerts are being viewed.

Key requirements


Trigger values

Ability to set alert criteria for a set price or an increase/decrease by a set percentage



Manage alerts

Ability to create, edit and delete alerts within the mobile experience. 



Settings

Ability to decide how they wish to receive notifications on stocks and coins (choosing between market based alerts and those they’ve created).

Final

Impact

*

Clients with at lease one alert set

*

Triggered alerts to date

*

Distinct securities with an alert enabled

*

of orders are associated with an alert


Last updated 04.2022

Shoot me a message to see the impact of this work

hi@kellyseay.com

 

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