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
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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