Investment Goal Feature Summary & Details in Client/MFD App must shows Folio Number in mapped Schemes

Posted about 1 month ago by StayAhead Financial Services

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StayAhead Financial Services
StayAhead Financial Services

"Investment for a Goal Menu Tab" on the Mobile App's landing page two simple suggestions (in my opinion) that will further take this tab to the next world-class level

(1)The first scheme name mapped and presently showing under any particular goal must reflect the Folio Number, as this will create a lasting impact on the investor. From a behavioral point of view, it's also necessary so that they can think many times before redemption.

(2)Secondly_" Investment for a Goal" Tab, you add "My" before and rename it-"My Investment for a Goal." it will create more attachments to Investors for their goals(just for a behavioral point of view I'm stating). Rest, Investwell decide but must thought over it

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Suresh P Vithlani

Suresh P Vithlani posted 15 days ago

Product Requirement Document (PRD) or a Jira ticket to hand off to your dev or product team. It’s written in a clear, actionable format with priority flags and rationale to support urgent implementation.

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