Why DCSC?

Traditional sector classification systems are outdated, rigid, and lack the ability to capture emerging industries. Dynamic Company Sector Classification (DCSC) offers a modern, AI-powered solution that provides dynamic insights for better investment decisions.

Challenges

• Granular classification: Mapping companies to sectors with high accuracy.
• User adoption: Making AI-driven classification intuitive and accessible.
• Subscription model: Encouraging engagement and conversions.

Key Insights from Research

• Users find standard classification systems too rigid and unable to reflect modern economic trends.
• Existing systems lack emerging sectors and industries.
• Investors need actionable insights rather than just raw data.

Next Steps

• Developed a roadmap combining stakeholder feedback, tech feasibility, and UX priorities.
• Designed KPIs to track user engagement, activation, and retention, essential for optimising the subscription model.

Balancing Business & User Needs

We mapped out pain points, defined user needs, and set clear business requirements while keeping constraints in mind.

Pain Points:

• Outdated sector classification methods.
• Limited access to private company data.
• Rigid, non-intuitive interfaces.

User Needs:

• Tools for building smart portfolios with sector relevance scoring.
• Faster and more accurate sector search and analytics.
• Intuitive navigation for real-time sector insights.

Business Requirements:

• Monetisation via subscription plans, with free tiers for non-commercial use.
• Positioning DCSC as an AI-driven leader in sector classification.
• Scalable design to support future features.

Constraints:

• Budget-friendly AI feature development.
• Designing for a diverse audience, from retail investors to institutions.

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Measuring Success

We created a clear pricing model to simplify plan comparison and drive conversions.

• KPI-based tracking to monitor subscription rates, activation, and retention.
• UX improvements focused on task efficiency and reducing churn.

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First Concepts & User Flows

• Explored different navigation structures and tested sector discovery methods.
• Created wireframes and low-fidelity prototypes to validate the information hierarchy.

Smart Portfolio Builder

A tool allowing users to filter companies based on sectors, financial performance, and investment preferences.

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Portfolio Classification Tool

The Portfolio Classification Tool lets investors input their portfolio and instantly see how it’s distributed across sectors. It highlights how relevant each sector is to the selected companies, helping users spot gaps, understand diversification, and uncover missed opportunities. With built-in relevance scores and risk-performance insights, it’s a smart way to evaluate and optimize any investment strategy.

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Widgets & Visual Enhancements

Designed widgets for:

• Sector statistics
• Sentiment analysis
• Company performance breakdowns

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Style Guide & Custom Illustrations

Developed a consistent design language to ensure clarity and accessibility.

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Information Architecture & Sitemap

Built a structured sitemap to accommodate key features like:

• Smart Portfolio Builder
• Private Company Screener
• Sector Exploration
• API Documentation‍‍

Implementation & Testing

• Conducted usability testing to refine core features.
• Designed a modular design system for UI consistency.
• Implemented tracking to monitor KPI performance and user engagement.
  

Key Outcomes

• Improved sector search and classification speed.
• Increased engagement with Smart Portfolio Builder & Portfolio Classification Tool.
• Boosted conversion rates with an optimised pricing model.
• Built a scalable system to support future expansions.
• Established KPI tracking for continuous improvement.

This project introduces DCSC, a dynamic, AI-driven sector classification platform that simplifies investing and portfolio management. By focusing on user needs, intuitive design, and business growth, we created a product that is both scalable and valuable to investors of all levels.

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