Digi-Vest Robo Advisory by Chris https://padlet.com/christopher_brown6/c4ceem7bca3o Inteview Questions BrainStorm en-us 2018-08-20 17:28:54 UTC 2018-08-22 18:22:51 UTC hello@padlet.com Christopher christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112493 Questionnaire

1.What are the draw backs when thinking about investing 

2.If you are considering growing your wealth.What would be your long or short terms goals you would want to achieve.Mention three

3.If you could choose a smart or modern way to invest.What/How would you foresee this being achieved.

4.Would you prefer technology platforms or professional financial advisors to assist you achieving an investment strategy.

5.On a scale from 1 to 10 , 10 being most preferred, would you use a mobile platform to manage your investment needs.Explain why

6.On a scale from 1 to 10 , 10 being most preferred, how innovative is this product.Explain why

7.On a scale from 1 to 10 , 10 being most preferred, how often would you use this product.Explain why

8.What is your overall reaction to this product?
]]> 2018-08-20 17:29:44 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112493 Jarius Who uses Robo Advisory? Targeted user christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112533 Can we list in general  potential users of Robo advisory. I'm not sure if I'm correct here.

1. A End User which does not have the necessary knowledge or understanding of investment solutions or investment funds; but has the need to setup an efficient and customizable goal-based investment portfolio which will enable them to meet their short term and/or long-term financial milestones in life.

2. A user who already know what they want and how they need to invest their money.

3. A user who already invested and just checking the progress of their investment or how far they are from the set target.

Not sure if those are the only investors that we are targeting  ]]> 2018-08-20 17:29:54 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112533 Richard christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112563 1. Do you have any existing investment products?

2. Would you say that these investments were setup with a specific goal in mind?

3. Would you be interested in targeted investments? (Might be a bit leading)

4. How do you manage or keep track of your investments?

5. Would you be comfortable managing your own investment portfolio?

6. If not, what do you think you could do to improve your confidence when investing?

7. Are you comfortable with new technology?

8. What is most important to you when choosing an investment solution?

9. Would you consider yourself to be adverse to risk? ]]> 2018-08-20 17:29:59 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274112563 Chanel christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150154 A semi-structured interview will aid in evaluating whats the Users needs and expectations , this will equip the team to develop for a satisfactory user and IP experience. 

1. What is your understanding of an investment ?

2. Do you currently have an investment and if not would you want to look into the various options available that would best suit your needs and generate funds on your behalf?

3. Do you prefer using a website , chatbot, mobile or branch (face to face) for assistance with regards to information on investments?

4.If you had a digital tool to assist and sort out all your investment  goals and needs by cutting out the middle man would you use this tool and explain why?


]]> 2018-08-20 19:41:30 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150154 Pieter christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150323 Start the semi-structured interview by providing an overview of the concept, then ask the following Qualitative questions:
 
  1. What are your biggest challenges in saving or investing towards a short or long term investment goal?
  2. Will this app add value to your life and how?
  3. Will this app create value in your family? 
  4. What features would make you tell your friends about this app?
  5. What features would you want to see in the app to make you use it?
  6. What other features would you want to see in an app? 

Quantitative Questions to ask:
  1.  How much knowledge do you have on investment funds? None/ Intermediate/ Sufficient Knowledge/ Expert
  2. Have you ever tried saving towards a short or long term investment goal? Y/N
  3. Were you successful in saving towards a short or long term investment goal? Y/N
  4. Would you utilize an investment advisory app to help you reach a  short or long term investment goal? Y/N
]]> 2018-08-20 19:42:09 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150323 Zeyn christopher_brown6 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150353 1)Would you allow other mandated persons, like a family member to have access to manage your portfolio.
2)Would you prefer a desktop application or a mobile application or both to manage your investing.
3)Would you like any offline capability for instances where a data connection is not available?
4)Would you like to receive alerts when certain events are triggered on your profile? If yes, what alert medium options do you prefer?
5)Would you like to include balances of accounts held other banks in your dashboard on the app?
6)How much time would you spend on the app in a week?
7)What operating system do you prefer?]]> 2018-08-20 19:42:18 UTC https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274150353 Jarius jarius_mongalo1 https://padlet.com/christopher_brown6/c4ceem7bca3o/wish/274429131
Start by providing and overview of what we are tasked to create on Robo Advisory App.

1. Do you know how investment work? 

2. Do you understand the investment well enough to invest without profesional assistant?

3. Will you say is always important to set a goals before investing? 

4. If you were to invest are you looking for safety, income or growth from this investment? Or both growth and income?

5. Are you comfortable taking risks?

6. How would you describe your typical attitude when making important financial decisions?
   (Very adventurous/Fairly adventurous/Average/Fairly cautious/Very cautious)

7. If you were to have a app to manage your investment from what are the things you would like to see on the App?
  


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