Helping new earners understand and practice smart financial habits
Project Description
Solo design sprint — 4 weeks
Deliverables
Brand Identity
Research and User testing
Wire-frames and High fidelity mockups
Role
Product Designer
The problem
Students are not able to sustainably manage their personal finances
As a college student with a tight budget, I found it difficult to budget and handle my expenses. I could see this behavior in many of my peers.
according to visual capitalist (April 2022), only…
of US high school students receive education in personal finances.
The solution
A platform that helps students develop sustainable financial habits
The project resulted in a learning platform that leveraged gamification to create a personalized digital tool for money management and financial education.
Learn and apply lessons to real life
Streaks and tokens to hold you accountable
Better breakdowns of your spending habits
Research + design
Most finance/budgeting platforms lack sufficient educational resources
Not only was I trying to discover the key pain points, but I also wanted to leverage my research to create a unique product that addresses these issues.
Back to the drawing board
Ensuring my designs solved for user engagement
My iterations were tackling too many problems at once, and failed to address the primary concern of offering financial literacy in an engaging manner.
Taking the best from games bring to WiseWallet
I was able to narrow down the features that would benefit my target audience the most, leveraging quiz structures and scoring methods for an ideal experience.
the final product
Focusing on ease of use and user retention
The new direction I took for the platform solved perfectly for the problem statement mentioned earlier. Some features the support this include…
Overview
The refined interface included a decluttered dashboard, designed to ease navigation, showing only information relevant to the user.
Gamification lessons
Each of the lessons end with chapter quizzes supported by a rewards system to motivate users to keep up with the content and maintain consistent learning.
Detailed Overview
To allow users to apply their learnings, I designed the profile page to have an expense report, with a breakdown per purchase.
This offers a detailed rundown of daily expenses along with an itemized receipt(s).
Key takeaways
Despite the time constraints (which may have limited the user testing phase), I gained valuable insights about…
The power of gamification when creating engaging experiences
Demonstrates how strategic design can motivate users and enhance learning and performance
