CAnsultify

Expert CA advice, simplified.

An app that connects users with Chartered Accountants (CAs).

Brief

CAnsultify aims to simplify access to financial advice. Many individuals struggle to find and schedule appointments with Chartered Accountants (CAs). CAnsultify addresses this by providing an online platform to connect users with qualified CAs, streamlining the process and making expert financial advice more accessible.

Role and Responsibilities

As a product designer on CAnsultify, my key roles and responsibilities included:

User Research: Understanding user needs and pain points through research and analysis.
Design Thinking: Employing design thinking principles to generate innovative solutions.
UI/UX Design: Creating intuitive and visually appealing user interfaces.
Prototyping and Testing: Iteratively designing and testing prototypes.
Collaboration: Working closely with cross-functional teams to bring the product to life.

Target Users

Individuals: Seeking expert financial advice from CAs.

Chartered Accountants (CAs): Looking to expand their client base and manage appointments efficiently.

Product Development Process

Research and Ideation: Understand user needs and brainstorm ideas.

Design and Prototyping: Create wireframes and prototypes.
Testing and Quality Assurance: Test the app for bugs and errors.
Deployment and Launch: Deploy the app and launch it.
Post-Launch Iteration: Gather feedback and improve the app.

empathising

User Interview Questions

For users seeking financial advice

Have you ever sought professional financial advice from a CA? If so, what was your experience?
What are the biggest challenges you face when trying to find and consult with a CA?
What kind of financial advice are you looking for? What are your specific concerns or goals?
How do you prefer to communicate with professionals (in-person, phone, or online)?

For Chartered Accountants

How do you currently acquire new clients? What are the challenges in finding potential clients?
How do you manage your appointments and consultations? What are the inefficiencies in your current process?
Are you open to providing remote consultations? What are the benefits and challenges of remote work?
How comfortable are you with using technology tools for client management and communication?
What are your expectations from a platform like CAnsultify? What features would you like to see in such a platform?

User Goals and Needs

Users want to easily find and connect with qualified CAs.
Users seek a convenient and efficient way to schedule appointments.
Users desire clear and accurate information about CAs' qualifications, fees, and availability.
Users want to receive tailored advice based on their specific needs and circumstances.
Users need a secure platform to discuss sensitive financial information.

User's Pain Points

Users struggle to find CAs who specialize in their specific needs.
Users face challenges in scheduling appointments that fit their busy schedules.
Users often have difficulty understanding the costs and services offered by CAs.
Users may have limited access to CAs due to geographical constraints or time limitations.
Users worry about the security of their personal and financial information.

Define

User Persona