Tricor-IPO-mobile-mockup-3

Date of project: 2020

Client:

Tricor Group (Tricor) is the leading business expansion specialist in Asia, with global knowledge and local expertise in business, corporate, investor, human resources & payroll, and corporate trust & debt services. Tricor provides the building blocks for, and catalyses every stage of your business growth, from incorporation to IPO.

Goal:

Enhancing the user experience of Tricor’s IPO offerings.

The aim is to build an auto-collection function for IPO application monies to provide a seamless user experience for investors. This will allow them to submit their applications and make payments in one go, automatically executing the payment right before the deadline. The expanded choice of bank accounts, including options for both FPS and non-FPS participants, will make it easier for investors to participate in IPO offerings through Tricor’s platform.

The auto-collection function will streamline the payment process, improve the convenience of submitting IPO applications, and reduce the burden of manually collecting payments from investors. It will also be integrated into Tricor’s online platforms, such as the website and app, to enhance the user experience of Tricor’s IPO offerings.

By leveraging technology to automate and simplify the IPO application process, we aim to improve efficiency and effectiveness for investors and Tricor.

Objectives:

  • Improve the convenience and efficiency of the IPO application process for investors.
  • Implement a debit authorization feature to streamline the payment process.
  • Integrate auto-collection functionality into Tricor’s online platforms to enhance the user experience.
UX developer and ui designer brainstorming about mobile app interface wireframe design with customer breif and color code at office.

Approach:

  1. Research: Conduct research to understand the IPO application process for investors and identify areas for improvement. This may involve user interviews, surveys, and usability testing to gather insights and feedback.
  2. Define: Define the problem and objectives for the auto-collection function based on the research findings. Determine the key features and functionality needed to achieve the desired outcomes.
  3. Ideate: Generate ideas and prototypes for the auto-collection function, considering the needs and goals of the target users (investors).
  4. Test: Test the prototypes with users to gather feedback and validate the design. Make iterative improvements based on the feedback received.
  5. Implement: Develop and launch the auto-collection function, ensuring that it is integrated into Tricor’s online platforms (website and app) seamlessly and intuitively.
  6. Evaluate: Monitor and evaluate the performance of the auto-collection function, gathering data and feedback to identify any areas for further improvement. Continuously optimize and enhance the user experience of Tricor’s IPO offerings.

Solution:

  • Build an auto-collection function that allows investors to provide debit authorization for their IPO payment when submitting applications on Tricor’s website and IPO App.
  • Integrate the auto-collection function into Tricor’s online platforms seamlessly and intuitively.
  • Expand the choice of bank accounts available to investors, including options for both FPS and non-FPS participants.

Result:

  • Implemented an auto-collection function that enhances the user experience and streamlines the payment process for investors.
  • Successfully integrated the function into Tricor’s online platforms seamlessly and intuitively.
  • We improved the convenience and efficiency of the IPO process for investors by reducing the burden of manually collecting payments and expanding the choice of bank accounts.

Takeaways:

  • Implementing an auto-collection function can improve the convenience and efficiency of the IPO process for investors.
  • Integrating the function into online platforms seamlessly and intuitively can enhance the user experience of IPO offerings.
  • Streamlining the payment process and expanding the choice of bank accounts available to investors can increase participation and improve the overall experience of the IPO process for investors.

Conclusion:

The auto-collection function for IPO application monies improved the convenience and efficiency of the IPO process for investors. It streamlined the payment process, enhanced the user experience of Tricor’s IPO offerings, and contributed to the growth and success of Tricor’s IPO offerings.