Offering Details Re-Design

The offering details page on the Yieldstreet platform is essential for investors but has faced usability challenges. Investors have reported difficulties in understanding and navigating the page, often only paying attention to key elements such as the metric boxes and hero banner. Additionally, the product marketing team, which manages the page, has expressed a need for more customization options to enhance the presentation of investments and make them more engaging for users.

New offering details page.

01

Problem

In the initial phase of our redesign process, we collected user feedback through interviews and analyzed Fullstory sessions. By observing user interactions with the current offering details page, we identified critical pain points and areas for improvement.

This analysis revealed the following key issues that we aim to address:

Legibility
The content on the page was difficult to read and understand, especially for first-time investors and those dealing with abstract investments.

Usability
Investors struggled to locate and access the information they needed due to the excessive amount of text and images.

Accessibility
Many investors lacked the time or inclination to navigate all the content, often focusing only on essential elements like the metric boxes and hero banner.

Product Marketing Team
The team managing the page felt constrained by the current system and sought more customization and flexibility to improve presentation and functionality.

Previous investment offering details page.

02

Objective

The objective of this project was to redesign the offering details page to enhance legibility, usability, and accessibility for investors, while also providing greater customization and flexibility for the product marketing team.

Increase Legibility
Address difficulties reported by investors, especially first-timers and those dealing with abstract investments, to make the information easier to understand. According to our analytics, 24% of users who view the offering details page never reach the bottom of the page.

Improve Usability
Simplify the process for investors to locate and access the information they need on the page.

Enhance Accessibility
Enable investors to more easily find and focus on the most critical information. Out of the 20 investors we had interviewed, a total of 16 investors stated that the page was too long and felt overwhelmed.

Boost Customization and Flexibility for the Product Marketing Team
Allow the team to create and design pages tailored to different asset classes, improving overall presentation and functionality.

Fullstory heatmap analysis.

Investor feedback snapshots from user interviews.

Analysis of the number of investors who never reach the bottom of the page.

03

Exploration

The design exploration process was iterative and included several crucial steps: conducting stakeholder workshops and creating both low-fidelity and high-fidelity wireframes to assess different redesign options.

Stakeholder workshop exercises.

Low-fidelity explorations.

High-fidelity explorations.

04

Solution

Through the research and explorations we conducted we came to the solution of creating two versions of our offering details page. A newly re-design offerings details page and a new offering overview page.

Re-designed Details Page

In the redesigned details page, we tackled the four key pain points identified during our analysis. The page was restructured to significantly improve readability and usability for investors. This was accomplished by narrowing the text width for easier scanning, enlarging images, adding a clearer structure to each section, and incorporating sub-navigation to streamline scrolling.

These enhancements were also applied to the offering details page on the YieldStreet mobile app, ensuring a consistent presentation of information across our platform.

New offering details page.

Mobile web responsive view.

Applying the updates to the offering details page of the Yieldstreet mobile app.

New Overview Page

The goal of the overview page was to create a more concise layout by organizing information into modular sections. This approach categorizes content, making it more navigable and enhancing overall legibility, usability, and accessibility.

Additionally, this modular design allows for greater customization, which is especially valuable for addressing different asset classes and investor segments. It enables us to tailor messaging and highlight features relevant to various investor types, facilitating quicker and easier investment decisions and ensuring alignment with their goals.

Before and after: transforming long pages into digestible chunks of information presented in modules.

Small module examples.

Medium module examples.

Large module examples.

Building out the overview page with the different modules and module sizes.

Offering overview page mobile view.

05

Result

We believe the proposed solution will enhance the user experience and address pain points identified through both user feedback and insights from our product marketing team. The advantages of this approach include:

Improved Clarity and Organization
The new design presents information clearly and logically, making it easier for investors to understand and navigate details about the offering.

Enhanced Visual Appeal
The redesigned layout enhances the visual appeal of the offering details, potentially increasing its attractiveness to potential investors.

Increased Personalization
The new design enables greater personalization, allowing investors to view information tailored to their specific needs and preferences.

Greater Customization
This approach allows for more customization, which is particularly beneficial for different asset classes. It helps target messaging and highlight features relevant to various investor segments.

Enhanced Accessibility
The redesign improves accessibility for a wider range of investors, including those with visual impairments or other accessibility needs.

Better Differentiation from Competitors
The updated design helps our offerings stand out from competitors, potentially making them more appealing to investors.