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

hero_mint

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

82%

of women of all ages thought men know more about investing and financial planning.

59%

of women ages 20-34 defer investing and financial planning to spouses.

34%

of women ages 18-29 are likely to have zero retirement savings.

The problem

The research is shocking. Women can no longer afford to remain uneducated, under invested, or disengaged from their finances.

interviewee2

"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.

taskflow

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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