Kafi Securities Pioneers Smart and Secure Wealth Management Solutions

Product:https://apps.apple.com/vn/app/kafi-wealth/id6444062288

#FINANCE

#MOBILEAPP

Kafi Securities is one of the pioneering firms in Vietnam’s Wealth Management sector, leveraging a digital ecosystem to develop comprehensive financial solutions. In collaboration with GEEK Up, Kafi has built an integrated financial ecosystem, featuring Kafi Wealth—a platform for asset and investment management—and Kafi Trade, a margin lending service for securities trading.

Our Work

Services

UX Research

Product Concept

UX Ideation

01The “Burden of Choice” in a Dynamic Financial Services Market

Digital transformation in the banking and financial sectors has significantly enhanced customer convenience, providing a wider array of asset management and investment options. However, Financial Literacy remains a major challenge, especially among Affluent & High-Net-Worth Individuals in Vietnam. Amid many similar financial products in the market, customers often struggle to make informed decisions and allocate funds effectively. Conversely, for individuals or organizations to entrust their asset management fully, businesses must not only optimize operational efficiency but also ensure transparency, accessibility, and an enhanced user experience.

02Leveraging the Digital Ecosystem to Build a Comprehensive Solution

Unlike many digital financial platforms that focus on developing standalone features in pursuit of becoming a super app, Kafi Wealth is positioned as a ONE-STOP-SHOP FOR WEALTH BUILDING. This ecosystem integrates both savings and investment management into a single platform, helping customers optimize cash flow and move closer to financial freedom.

03A Rigorous Research Process to Optimize Digital Solutions from the Outset: Smart, User-Friendly, and Trustworthy

As a Digital Innovator in the field, Kafi does not compromise on research quality in a rush to bring products to market. Instead, the company has chosen GEEK Up as its strategic partner to conduct an in-depth research process, structured into four key phases: 1. Gathering insights from Kafi and industry competitors 2. Analyzing customer data to identify financial needs and pain points 3. Visualizing the Product Concept & Customer Journey Map 4. UX Ideation for the two most critical operational flows

04Core Wealth Tech & Customer Journey—Two Pillars of Success

When developing digital solutions for Wealth Management, two crucial factors must be addressed: Wealth Tech and the Digital Customer Journey. - Wealth Tech: Managing performance and risk in Wealth Management requires profound expertise in finance and historical data. This core technology must be built methodically over time to ensure accuracy and effectiveness. - Digital Customer Journey: A seamless user experience—from onboarding and fund transfers to portfolio tracking and withdrawals—is critical. A well-designed digital product not only saves time but also fosters long-term trust with customers. The success of Kafi Wealth exemplifies the strategic combination of technological advantages and deep customer understanding. Placing customers at the heart of digital transformation is the guiding principle for all enterprises. However, to effectively execute this strategy, businesses need the right strategic partner and a well-structured approach to research and testing, ensuring resource efficiency and long-term success in the optimization phase.