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Kalkine Mobile App Overhaul

Project Overview

The previous Kalkine mobile app was outdated and lacked competitive features, which resulted in nearly zero user engagement. As more companies in the financial technology (fintech) sector move toward App-First or App-Only platforms, it became clear that an app overhaul was necessary to remain competitive and relevant. The primary goal was to create a feature-rich, intuitive mobile app that not only increased user engagement but also provided seamless real-time stock recommendations, portfolio tracking, and market analysis. This overhaul would significantly enhance the user experience, addressing core customer pain points and aligning with modern fintech industry standards.

The Problem?

The earlier version of the Kalkine mobile app was severely underutilized due to:

Navigational Complexity

The app needed to balance a wide variety of features, from stock recommendations to model portfolios, while ensuring a seamless user experience.

Obsolete Features

The app lacked any competitive or industry-standard functionality.

Zero Engagement

Users did not find a reason to use the app as it offered no value beyond what was already available on the website.

Missed Stock Alerts

Users were missing out on crucial stock recommendation alerts because they were busy with their jobs or businesses, and the website was cumbersome for regular browsing.

No Portfolio Tracking

Without a feature to easily track their investments, users had no reason to regularly check the app or the website.

These issues, coupled with the trend toward App-First platforms in fintech, highlighted the need for a complete app revamp.

My Role

As the Product Manager, I was responsible for:

01

Identified Core Problems

Defined the app’s strategic need for a complete overhaul due to low engagement and outdated features.
02

Conducted Market Research

Analyzed industry trends and competitor features to guide app functionality.
03

Gathered Requirements

Aligned with stakeholders to define key features like real-time alerts, portfolio tracking, and personalized recommendations.
04

Led Design & Development

Oversaw UX/UI and engineering efforts to create an intuitive, feature-rich app.
05

Prioritized User-Centric Features

Balanced needs of novice and advanced users, focusing on accessibility and advanced tools.

Challenges & Solutions

Identifying Goals & Core Needs

Create a User-Friendly Dashboard

Offer real-time insights and quick access to essential tools like portfolios, screeners, and stock recommendations.

Increase User Engagement

Build features that encourage users to return, such as real-time alerts, portfolio tracking, and market updates.

Deliver Timely Stock Alerts

Ensure users never miss crucial recommendations, addressing their need for quick updates without relying on the website.

Provide Convenience for Busy Users

Make information easy to access and digest for users with limited time, especially professionals.

Match Industry Standards

Equip the app with advanced screening tools, portfolio management, and real-time insights to stay competitive.

Encourage Habitual Use

Integrate tools like portfolio tracking and market analysis to make the app a routine part of users’ financial activities.

Key Features and Modules

Dashboard

Real-Time Stock Alerts

Personalized notifications for stock recommendations, ensuring users receive the most up-to-date financial advice.

Portfolio Summary

Provides real-time valuation, performance charts, and personalized investment insights.

Product Listing

Display of stock picks, market screeners, and premium reports, categorized for easy navigation.

Market

Market Movers

Displays top movers, gainers, and losers, with detailed insights into each.

Weekly Market Wrap Up

Provides users with a summary of key market events and trends.

Company Screeners

Advanced stock screeners with real-time data for in-depth market analysis.

Portfolio & Watchlists

Sector-Wise Split

Visual representation of portfolio distribution across different sectors.

Market Cap Split

Breakdown of investments by market capitalization for more informed decision-making.

Product Listing

Display of stock picks, market screeners, and premium reports, categorized for easy navigation.