5 minute read
In this case study:
Millennial women are disengaged from their finances.
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.
10 weeks (2020)
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
Personas, experience map, competitive-analysis report, moodboards, task flow, sketches, wireframes, low-high fidelity prototypes, and usability report
Quote from interviewee.
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
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.
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
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.