"Analyze UX IR" hand -hand -made style: good? Where does the investor look! (Guide 2025)

"UX/UI, turn the fate IR Website!" How to design "easy to read, load, reliable" until investors "pour the heart" all the lap! (Update May 2025)

Executives, Investor Relations Team (IR), and all website designers! In the world where "investment decisions" are complicated "and" full of information. "" Your IR Website "is not just "Sources" anymore, but it is "experience" to "indicate" professionalism, transparency, and the credibility of your organization in the eyes of investors! But ... the question is your IR Website. "Give an" good enough "experience to" bind the heart ", modern investors that are" smart "and" impatient "?

Imagine ... Important institutional investors are "considering" to invest in your company. He clicks on IR Website but has to face "The face that is overgrown" until unable to find information, "The text is small as ants" difficult to read on mobile phones, and will "download the report files that turn around" until lose emotions! You think "the first impression" like this will affect How does his "decision"? This article, I will not talk about just "colors" or "beautiful pictures", but will take you to "in -depth" to the "art" of the design "user experience (User Experience (UX)" and "User Interface - UI" for the IR Website especially! To make your website "Not just beautiful" but must "easy to read, load quickly" until investors "fall in love" and "ready to invest" with you willingly! If ready ... go "overhaul" UX/UI. Give your IR Website!

IR Website at UX "Poor": "Cemetery" or "Destroying Confidence" that is invisible?

When talking about IR Website, many companies may "focus" to the "completeness of information" or "the beauty of the design", which is the main thing that is "important", but there is another "dimension" that is often "overlooked". Unfortunately, "the experience of users" or UX! If your IR Website "complete information" but "can't find" or "beautiful design" but "difficult to use" is no different from "The library is beautiful but without librarians" or "Luxury sports cars but can't drive."

Think about it ... investors (Especially analysts or fund managers). He "has little time" and must "process data" from many companies. If your IR Website "creates irritability" or "to waste time" in search of information, it will create a "negative attitude" to your organization without knowing! You may feel that your company "does not care" or "not professional" enough to present the information efficiently and these "feelings" that will "affect" his investment decisions! Understanding about The error that the company should avoid on IR Website is a good starting point for UX improvement.

"UX/UI" blind spot that makes IR Website "should not be invested": Where is your company "missing"?

So why does the IR Website of many companies still have a UX/UI that is "unfriendly" with investors as it should be, although it is "so important"? From the experience that I have checked and gave advice on improving many IR Website, I found that "blind spots" or "UX/UI" that are often encountered. There are as follows:

1. "Information architecture" that "is too complicated": like walking in "Mountain data"! The main menu "a lot" is gone, "Special Vocabulary" that general investors "do not understand", or "hide". Important information in many clicks. Causing investors to "be discouraged" and "cannot find information". Finally, having a good architecture for IR Website will help solve this problem.

2. "Navigation" that "is not clear" and "uneven": No "Breadcrumbs" says which part of the website, "Back" button, can't find, or "layout of the menu" changed on each page. Causing investors "lost" and "confused"

3. "Visual Design" that "is not conducive to reading": using "fonts too small", "The color of the letter swallows with the background" (Low Contrast), or "use an animation that disturbs the eyes" too, causing investors "eye pain" and "do not want to read" important information.

4. "Page Speed" that "Turtle calls elder": especially the page with "large PDF file" or "a lot of graphics". Don't forget that they are "less time" and "impatient" than we think!

5. "Not Mobile-Friendly Truly ": Although the Responsive website, but when opening the" smartphone "really" is very difficult to use "the" Overflow "table table, the button" small until pressing ", or" zoom into zoom out "all the time, making the experience" negative "! Because Mobile-First for IR Website is the standard that investors expect.

6. "Search function" "that" is not effective ": No search box on the website or if there is" searching, never found "because I didn't get information in the PDF file or not set the search value for" smart "enough.

If your IR Website has these "symptoms", it means that it's time to "overhaul UX/UI"! And having a UX/UI design team that experts will help you see the image and solve these problems directly.

"UX/UI turns investment games!" Results "tangible" when IR Website "easy to read, reliable loading"

"Investment" with UX/UI that is "excellent" for IR Website is not just "trendy", but it is "investment" that will create a "return" that is "real value" and "measurement" both in terms of "confidence" and "investment opportunities"! Let's see how IR Website has a UX/UI. "How can it" make a difference ":

"Investors 'love' because 'is easy to use'": When investors come to the website "Easy to find" "comfortable to read" and "get a good experience." He will tend to "It takes longer" on your website, "Watch many pages", and "participate" with your content more. All of which will help him "understand" your company "More profound" and "feel good" with your brand

"Reliability 'because' looks professional ': IR Website that is" well designed "" Fast Load "and" Data order ". It reflects the" attention "and" professional "of the organization. It makes investors feel that this company "Give importance" to communication that "transparent" and "effective" which directly affects "Reliability"

"The team IR 'is easier to work' because 'repeated questions, reduced': If your IR Website can" answer questions "that investors want to know" by themselves "through the" complete "and" easy access ", it will help" reduce the number of questions. More "strategic"

"Opportunities for 'attracting' new investors 'increased': investors" look for "new investment opportunities often" impress "with a company with a" modern "and" complete information ". It helps them" decide "more easily and tend to" choose "more than your competitors that have a" IR website " .

"Information 'can access' investors 'wider' because 'Mobile-Friendly'": In an age that everyone uses mobile phones, having IR Website that "works well on all devices" will help "all groups of investors" to access your information. "Anywhere, anytime" Do not miss every important movement.

"Open UX/UI!" (No) Secret IR Website "for easy reading, reliable loading" until investors "pour the heart"

Okay! It's time to "act". Create an IR Website with UX/UI "that will make investors" fall in love ". Your company information! I have compiled "principles" and "techniques" in the "data structure" and "user experience" that will help your IR Website "not just look good" but must "use easy to use investors". Try to apply it! And of course having The expert in the development of IR Website will help the use of these principles to be done smoothly and efficiently.

1. "Understand investors" is the "starting point" of the UX (Understand Your Investor Persona).

Why do you have to do: before designing whatever We must first know that "Who are we designing for?" Each group of investors (such as small, institutions, analysts, or media) may have "Data needs" and "usage behavior".

Guidelines:

Create "Investor Personas": Set 2-3 main target investors and analyze that each group "What do you want to know the most?", "How long does it take on the web?", "What is the main website via the web?", "What is Pain Point to find information?"

Do "User Journey Mapping": Try drawing "travel routes" of each Persona investor on your IR Website, where they will start, click on, and have "obstacles" or "where the traffic jams" where they are "not reaching the desired information.

"Collect feedback" from real investors: If possible, try to survey or interview investors who are following your company. To inquire about the current IR Website and what he wants to improve

2. "Menu structure (Navigation) "that" clear "and" not complicated "(Clear & Simple Navigation)

Why do you have to do: the menu is "map" that will guide investors to various parts of the website if the map is "confused" or "complicated", the investors will "lost" and "frustrated" for sure!

Guidelines:

Use "Easy to understand words" for the menu name: such as "company information", "Financial information", "news and activities", "shareholders", "ESG", "contact the IR", avoiding the terminology or abbreviations that people do not understand.

"Limited number" Main Menu: Should not be too much (for example, not more than 5-7 main menus) so as not to make "eye patterns" and "difficult to choose"

"Group" Sub-Menu) "reasonable": If there are a lot of sub-menus Should provide groups "It is a category" and "not overlapping multiple layers" too (such as not more than 2-3 levels)

There is a "breadcrumbs" (navigation routes): helping investors to know what they are now at "which page" and can "click back" to the duty of the past easily.

"Mobile Navigation" must be especially "use": may use the Hamburger Menu or Bottom Navigation Bar that "convenient pressing" and "clear"

3. "Homepage" is the "important door" that must be "attracting" and "English & Navigational Homepage).

Why do you have to do: The first page is "the first checkpoint" that most investors will come in! It must be "Attracting attention" and "navigation", he can go to other important information like "fast" and "effective"

Guidelines:

"Above the Fold" must "powerful": show the company's "Value Proposition" of the company, "latest news", or "stock price information" in real time to see clearly from the beginning.

There is a "Quick Links" to "popular information": such as the latest annual report, the latest presentation, or IR contact page.

"Summary of important information" of the company: such as business overall, financial highlights, or ESG progress in a "easily digested" form (such as Infographic or Bullet Points)

There is a clear "Call-to-Action": such as "See the latest performance report", "Register to receive IR", or "See Calendar, Investors"

4. "Presentation of" interesting "and" easy to understand "

Why do you have to do: investors "bored" with having to sit and read "Text for a long time" or "Table" that is "difficult to see"! Presenting information that "interesting" and "easy to understand" will help him "open up" and "want to study" your information more.

Guidelines:

Use the "Visual Content" to be useful: such as infographics, charts, graphs, or videos help "summarize" or "explain" complex information (such as corporate structure, or ESG). The use of data presentation techniques with images on IR Website can help a lot.

"Divide the content" into "short paragraph": and use "sub-headings" or "Bullet Points" help to be easy to read and scan for information faster.

"Emphasize important messages" with bold (different colors): to help "attract the eyes" to the main point.

If there is a "PDF file" for download, there should be a "short summary" or "Highlights" to read on the webpage first: so that investors can decide whether the document "involved" with what he is looking for.

Causing "data tables" (such as financial statements) "Easy to see" and "compare": may use alternating colors Or have a function for "sort" or "filter"

5. "Search function" "Powerful" and "Powerful & Accurate Search Functionality).

Why do you have to do: for IR Website that has a "a lot of information" (such as many years of reports, many news). Good search function is "Life saving tools" that will make investors "discover" the desired information that is "fast" and "not frustrated"!

Guidelines:

"Position" of the search box must be "clear" and "easy to access": often placed at Header or Sidebar.

"Search results" must be "involved" and "prioritize" well: show the most matching duties first.

Should "find the PDF file" as well (if possible): because of important information Usually in the PDF file

There is a "filter" or "Advanced Search)" (if necessary): such as filtering according to the document type, according to year, or according to the special keyword.

Show "advice" or "Search Suggestions": to help investors search more precisely.

"True case ... more than theory!" When the "UX" yes "turns the IR Website" to invest "instantly!

In order to clearly see the "investment" with a good UX "can really make a difference". I would like to give an example "Future Public Company Limited", a listed technology company that used to have IR Website that "complete information", but "UX is terrible" until investors "shook their heads".

"Yesterday ... that investors ignore": its original IR Website has a "very complicated" menu. There are 4-5 layers of sub-menu stacked! Finding the "last annual report", a file must click almost 10 times! In addition, the website looks "Do not support mobile phones", so the time to open on the smartphone The letters are so small that they can't read. The data table is overflowing. Many analysts "complain" that finding information from this website is "wasting time" and "frustrating".

"Mission ... overhaul UX to excellence": The company decided to "overhaul the UX/UI" of all new IR Website by working with UX/UI design experts who understand investors' behavior They start by doing "User Research" and "Card Sorting" to "organize" all new data. Then "new Information Architecture (IA)" for easy understanding "and" Easy to access "the number of main menus to only 5 menus that are" really important "." Mega Menu "that shows all SUB-MENU" and the most "design. Version "new" beautiful "and" easy to use ", not as Desktop Version! In addition, "Interactive Charts" is used to present financial data and "Download Center" that includes all important documents in one place.

"The result ... that the investor 'loves"! ": After launching a new IR website that" UX Steam "for a few months The company began to see "Changes" are remarkable! "FEEDBACK from investors and analysts" become overwhelmingly "positive". They see that new websites "Easier to use" "Easy to find information" and "look more professional" more "the time that people on the web page (Average session)" increased by more than 70% and "Pages Per session" also increased as well. The most important thing is that the IR team found that "repeated number of questions" that investors have called to ask. "Very reduced" because they can "Find the answer by yourself" from the website! This is a "power" of a good UX that helps "impress" and "facilitating" to truly for investors! And also helps to supplement The reliability of the IR Website is very much.

"Your company queue!" Checklist. Easy. Check the IR Website UX "and conquer the investors.

Read here Many of you would like to "explore" IR Website. Look, right? UX is "good enough" to "tie the heart" yet? Let's use this "CHECKLIST" in the "UX's UX" of your IR Website:

1. "First Impression": The first page looks "reliable" and "communication" clearly what your company does?

2. "Navigation": "Clear" menu "" Easy to understand "and" find important information "within 3 clicks or not?

3. "Information Access": Financial Report, News, ESG "Easy to find" and "Easy Download" or not?

4. "Page Speed": "Fast download" website to "does not cause investors to become irritated" or not? (Try testing with tools)

5. "Mobile Experience": Open on the smartphone "Easy to use" "Read comfortably" and "complete function"?

6. "The clarity of Call-to-Action (CTA) ": There is a" IR "contact button," Register to receive news ", or" Download documents "that" clearly "and" Click "?

7. "Help & Support": "FAQ" or "Contact IR" that "is easy to access"?

If you are "tick correctly", almost every item Congratulations! Your Website has a "strong UX" and "ready" that will impress investors! But if there are still some things that "Still need to improve", don't wait! "Good investment" with UX is "investment" that will help "add value" and "create advantage" for your company in the long run! What about your IR Website ... ready to "Give the best experience" to investors yet? Study of the UX test method of IR Website with real investors Will help you get a valuable feedback

"Question-Answer IR UX Designer!" Clear all questions about investors' experience designs on the website.

For the IR team and all executives "confident" and "ready to go" to "overhaul the UX/UI" for the company's IR Website. I have compiled "popular questions" that are often asked often. About this issue with "the answer honestly" from real experience Come on!

Doing "User Research" for the IR Website "really necessary"? How can we go to "find information" from investors?

Necessary "very much"! "Guess" that investors want something "too risky"! User Research will really help you "understand" them. As for how to find information, there are many types:

"Analyze data from Google Analytics": see which investors are most often, how long it takes, or "drop" out of which page the most.

"Make a short survey": may send to investors on your email list or have a pop-up asking on the website. (But don't be too disturbing)

"Interviewing investors or analysts" (if possible): To talk directly will give "Insight" very profound.

"Watch the feedback from the internal IR team": Ask the IR team that investors tend to "Ask questions often" or "What are the problems in looking for information?"

If our website has a "a lot of" and "complicated", how will UX/UI design "not boring" and "still professional"?

This is the "challenge" the classic of IR Website! "Tips" is:

"Focus on Visual Storytelling": Use "beautiful infographics", "Interactive Charts that are easy to understand" or "Videos short" to help "sub -information" to be more interesting and "see images" more clearly. Use of information on the presentation with images on IR Website will help a lot.

"Use White Space wisely": Do not "compress" everything into one page. Having a "gap" that will help the content "breath" and "look more comfortable".

"Divide the content into 'chunks' that is easily digested": use a sub -top, Bullet Points, or Card Design to "organize" related information. And make it easier to read

"Create a little interactive elements": For example, HOVER has more information, or clicking to see hidden details will increase the "Engagement" and make the information "not too flat".

"Treatment of 'consistency' of the design": Although there are a lot of information But if the overall design "Go in the same direction." It will still watch. "Being professional" and "reliable"

The design IR Website is "beautiful" and making "fast download" and "SEO-Friendly". Can it really "?" Really?

Can go together. "Of course"! And "Should have to" go together! In this era, "beautiful design" does not mean that it is necessary. "Large file" or "complicated code" always. The talented UX/UI designer will be able to create designs that are "beautiful" "modern" and "light" (fast download) by using various techniques such as:

Optimize images correctly

Writing "clean" and "effective"

Choosing a "suitable" font "and" fast download "

Using SVG (Scalable Vector Graphics) for icons or graphics that are not complicated.

The limitation of using JavaScript or Animation that is "heavy" beyond necessary, so no need to "choose" but must "make it balanced" and "answer" both beauty, speed, and SEO!

There is still a "question" or "doubt" about "UX design and structure" for IR Website? Do not let "misunderstandings" as "obstacles" in creating "the best experience" for your investors!

"It's time to ... create an IR website that 'is easy to use' until the investor 'is impressed' and 'want to invest' with you!" (Conclusion)

How are you? Everyone? Read here I believe that everyone will "see the picture" and "deep understanding" that "good UX" and "clear information structure" it "is not a fun thing", but it is the "heart" that will help "turn" IR Website to become "Powerful" communication tools "and" create a truly impressive investor! We have "in -depth" to "blind spots" that make most of the IR Website "do not answer the problem", see "tangible results" when UX "excellent, and" open the scripture "the design principle that "Really works"

Remember ... the most important heart of creating the "IR Website" that should be invested "is" thinking of investors as the center "always. Trying to" play the role "as them and ask themselves if "If I am an investor, I would like to 'search for information'? What do I want to 'see' on the web page? And how do I want to 'feel' when using this website? "If we can" answer these "needs and expectations at the point" and "superior" the opportunity that investors will "believe" in our organization and "decide" to be part of our success, it is "not too far"! What about your company's website? ... ready to "Give the best experience" to investors yet?

Okay! "Opportunities" to "create impressions" and "attract quality investors" it "can't wait"! Do not let the "difficult IR website" or "confusing data" as "destroy the" credibility of your organization anymore! It's time to "invest" with "right UX" and "smart structure" to create "differences" and "advantage" that will make your company. "Sparkling" and "standing one" in the hearts of investors proudly!

Want Vision x Brain to be "UX architect" to help you "design" and "laying the structure" IR Website that "not only beautiful ... but also 'easy to use' until investors 'love' and 'want to invest' immediately!" Right? Click here! Consult our experts for free! No obligation! Or if wanting to get to know Website development services, complete investors and UX/UI design services that focus on user experience Ours more Can stop by to see more details! We are ready to help your IR website "impress" and "open the door to investment opportunities" great!

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