Taishi.io
Investment solution supporting people's 'wealth wellbeing'. Taishi.io enables you to grow your wealth with minimum financial literacy.
Service types:
Business strategy
Service design
Brand strategy
Branding
Go-to-Market strategy
Operational design
System design & architect
Software development
Deployment
Maintenance
Company overview
Taishi.io is a fintech startup where they aim to digitally transform the entire asset management business in Thailand. Their intention was to build and introduce a new product that serves what the general investors actually cherish, and target it in new market segments that are still under served. And of course, they were working on it with the highest compliant to the local law and regulation of SEC of Thailand.
The challenge: competition
There were are approximately 30 licensed asset management companies in Thailand. Their core business focuses were spinning around compensating the main component that generates the revenue of businesses - the sales force, resulting the nature of the industry to become a more promotion-oriented rather than performance-oriented.
Only a few forward-thinking competitors began to digitize, or at least digitalize, their core operation. None of them were working on digital transformation for enhancing the customer satisfaction by improving the core offering’s performance.
The challenge: customers
The research shows that more than 90% of the products available are performing less than the standard benchmark point. And the return same as this benchmark can be simply achieved by anybody with a well known way for almost for free. Yet, 60-70% of investors are experiencing losses from investing today. These investors should be able to access to investment returns while not being exposed to stress from the risks that is always associated with investing.
Our approach
We started from studying many different philosophies of the investment. What it means to invest, why people invest, and how come they suffer from investment. Through a series of customer & stakeholder interviews, service safaris, and empathy mapping, we found that - every investors actually are looking for the same thing and they all have the same challenge.
To balance between what the customers really need with how to secure the business edge soon became our primary objective.
The client-facing digital platform were thoroughly designed with series of studies about the customer’s behaviours. It formed the user journey flow that facilitates the customer experience that we were expecting. Then it influences the user experience design and sets the user interface designs (CX, UX and UI).
Once we have got these user interface design and the operational design with technological strategy, then the coding begun.
Solution
Digital investment platform with only one fund product to offer for the sake of eliminating all the fussy processes and overwhelming options of investment. This one-fund is strategically designed to focus on a minimized volatility as well as enhancing returns that aims for the above-average.
As well as transforming the back-office operations to be more digital and automated for reducing time and cost on delivering values to the customer, while reducing risks of human errors. As a result, the solution is expected to be fuss-free journey and end-to-end solution in digitals, that delivers a more desirable and realistic outcomes with lower prices.
User feedback
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User-Friendly for Beginners
"As someone new to investing, the user-friendly interface of this app is a game-changer. The design is refreshingly intuitive and is perfect for beginners like me."
22, female, recent college graduate
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Effortless Investing Journey
"Having tried numerous investment platforms, Taishi.io stands out for its simplicity. Offering just one fund portfolio is genius, I feel like I can invest without feeling overwhelmed."
43, male, experienced investor and business owner
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Transparent and User-Centric
"Taishi.io app provides a refreshing take on investing— very simple and transparent. This application genuinely feels like it's designed with the user's best interest at heart. Keep up the great work!”
36, female, digital marketer