Case Study
Making money, make sense.
Designed the user experience for a financial mentorship platform targeted towards millennial women from conception to developer handoff.
5 minute read
Mint is an iOS product that allows women to connect with certified financial professionals and coaches to empower them to achieve financial success.
In this case study:
The problem
Millennial women are disengaged from their finances.
The solution
Empowering women to take charge of their finances through personalized financial plans and access to mentors.
What I did
Created the end-to-end product design.
What I learned
The importance of seeking feedback versus validation.
Highlights
Product
Mint
Users
Millennial women
ROLE
Product Designer
CLIENT
Capstone (Academic)
TIMEline
10 weeks (2020)
TOOLS
Pen, paper, sticky notes, Figma, InVision, InDesign, Photoshop, and Illustrator
Skills and methods
Qualitative and quantitative research, competitor and market analysis, user interviews and surveys, UI pattern finding, usability tests, and prototypes
Artifacts
Personas, experience map, competitive-analysis report, moodboards, task flow, sketches, wireframes, low-high fidelity prototypes, and usability report
The problem
The research is shocking. Women can no longer afford to remain uneducated, under invested, or disengaged from their finances.
"I want to connect with women who are 10-15 years older than I am to answer my financial questions about milestones that they have already achieved and to provide me with a blueprint of success. Kind of like a big sister, or a financial fairy godmother!"
Quote from interviewee.
User Interviews
Users showed interest in improving their financial literacy but were at a loss of where to begin. The financial space has a wealth of information which makes it overwhelming and difficult to understand. The language used is often complex, convoluted, and full of jargon making it difficult. Users also struggled with taking an active role as they found it easier to defer to a family member or partner for financial advice.
What I did
I designed the user experience of a financial mentorship platform. I leveraged the familarity of social products to help women achieve financial success with Mint.
Task flow
User story
As a new user I want to be able to connect to a financial mentor so that I can receive personalized expert advice on my personal financial goals.
TASK
Schedule a 1:1 session with a financial mentor.
Sketches and wireframes
This rapid ideation helped me visualize different ideas, components, and placement. I used an amalgamation of different parts from each sketch to proceed to the next step: wireframing.
Insights from testing
The solution
Empower millennials to take charge of their financial success with access to mentors.
Lessons learned
I learned about the importance of speaking to users directly to gain a better understanding of their experiences with the problem space and further my ability to empathize to build a compelling digital solution.
Usability testing
Although a task is completed successfully when user testing it doesn't mean it's perfect. There is always opportunity to simplify, reduce users' cognitive load, and improve the overall user experience.
Feedback vs validation
When seeking feedback it's easy to seek only validation. Innovative thinking and solutions happen through feedback and criticism.
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