A Usability Study on Athena Advisory's Financial Advisory Service

Abstract

Athena Advisory is a startup financial advisory firm that aims to provide automated approaches that help optimize customers' financial life. To improve the user experience of its recently published service platform and gauge if the current design and content are understandable and straightforward for users, this study uses unmoderated usability testing to uncover user pain points that need to be addressed, which will be shared through a detailed test report and user personas. Overall, the results found the profile-setting process needs to be shortened and streamlined; the dashboard should show more customized content and provide more explanations for infographics.

First Name
Pei-Syuan
Last Name
Jhang
Organization
Supervisor
Date
Fall 2022