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About the project

  • Young adult do not care about their finances and know how to use money wisely.
  • Users do not care about finances. What triggers them to care is special occasions such as getting married.
  • An application that helps young adults to maintain financial wellbeing through a platform that motivates them to achieve their dream.

Final UI


User Research

  • The goals with the interviews are framing a persona and its problem.
  • Interviewed young adults, both students and professionals about financial wellbeing.
  • I interviewed our assumed users about their behavior, needs and thoughts around financial wellbeing.

Framing the problem

    Lack of motivation
  • Users feel that they lacked motivation to care about their finances.
    Lack of knowledge
  • Users feel unsure about their own knowledge around finances and how to manage money.
  • Users feel that managing your finances is confusing.


  • From the user interviews, I could identify two main personas.
  • Emma, 34
    Emma is a product manager in San Francisco. She is engaged and will get married in about a year. She feels that financial wellbeing is currently where she is at, but she lacks a lot of knowledge of how to use her money wisely in a long-term perspective such as investments and retirement. What trigger her to think about her finances is that she is saving up for the wedding.
  • George, 23
    George is a student and he is facing mostly short-term problems regarding month to month expenses. Since he is not in a place in his life when he has an urge to think about long-term financial wellbeing, we decided to put his persona on the side for now and focus on Emma who is our main target.

Exploring ideas & concepts

Value prop concept sketching

After synthesizing the user interviews and clarifying what problems the product is going to solve and for who, I used value prop to place the personas in their environment. After sketching the user scenarios I could identify what to focus on.

Low-fidelity wireframess

User Testing

Did user testing on my first low-fidelity wireframe. Users gave my valuable insights and I found patterns in my interviews that I could later on make changes to for my next round of testing. I found that users had a difficulty knowing why to send the report card to themselves on email, so after trying out different options, I found a way to present it so users felt more hooked. Users also said that they did not feel comfortable giving specific details about their different accounts. I tested an option where users could choose between three options instead of being specific about their account details and found out that it worked well.

I do not feel comfortable giving this information

- Jimmy

Why do I want to email this to myself?

- Sophie

The most exciting part is filling out my goal.

- Anna

Ideration - part 1

Ideration - part 2

Ideration - part 3

The solution

  • Being able to set a goal in the onboarding process motivates the users.
  • Users learn about if they are in a good financial standing.
  • Learning about their financial standing teaches the users about financial wellbeing.