🥇 1st Place: uXperience Design Jam
🥇 1st Place: uXperience Design Jam
🥇 1st Place: uXperience Design Jam
Web Design
Fund Forward
Fund Forward
Fund Forward
Simplified financial planning for youth.
Simplified financial planning for youth.
Simplified financial planning for youth.
Fund Forward is a visual financial literacy platform designed to simplify long term financial planning for young Canadians. Developed during a 8-hour designathon, the solution directly addresses the paralysis many youth face at the outset of their financial journeys marked by overwhelming jargon, scattered resources, and low financial confidence. By helping users map out major life milestones, Fund Forward creates an engaging, personalized graph that visualizes the impact of each financial decision. It transforms intimidating concepts into an approachable, interactive experience that fosters awareness, goal-setting, and self-directed action.
Fund Forward is a visual financial literacy platform designed to simplify long term financial planning for young Canadians. Developed during a 8-hour designathon, the solution directly addresses the paralysis many youth face at the outset of their financial journeys marked by overwhelming jargon, scattered resources, and low financial confidence. By helping users map out major life milestones, Fund Forward creates an engaging, personalized graph that visualizes the impact of each financial decision. It transforms intimidating concepts into an approachable, interactive experience that fosters awareness, goal-setting, and self-directed action.
Fund Forward is a visual financial literacy platform designed to simplify long term financial planning for young Canadians. Developed during a 8-hour designathon, the solution directly addresses the paralysis many youth face at the outset of their financial journeys marked by overwhelming jargon, scattered resources, and low financial confidence. By helping users map out major life milestones, Fund Forward creates an engaging, personalized graph that visualizes the impact of each financial decision. It transforms intimidating concepts into an approachable, interactive experience that fosters awareness, goal-setting, and self-directed action.
TEAM
ROLE
TOOLS
DATE
Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
UX Designer UI Designer Researcher Project Manager
Figma
October 2024
TEAM
ROLE
TOOLS
DATE
Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
UX Designer UI Designer Researcher Project Manager
Figma
October 2024
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kyopo [ˈkjoʊ.poʊ]:
kyopo [ˈkjoʊ.poʊ]:
Project Information
Project
Information
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
Project
Information
Project Information
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
The Problem
The Problem
The Problem
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
THE QUESTION
THE QUESTION
"How might we help young Canadians find and use the financial tools and education available to them?"
"How might we help young Canadians find and use the financial tools and education available to them?"
THE QUESTION
"How might we help young Canadians find and use the financial tools and education available to them?"
Exhibit Pamphlet
Exhibit Pamphlet
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
1. Financial Anxiety
Young Canadians consistently expressed high levels of stress and uncertainty around key financial goals. These milestones felt distant, overwhelming, and hard to plan for without trusted guidance.
2. Lack of Clear Starting Points
Many users didn’t know where or how to begin their financial journey. Despite having access to resources, they often avoided them due to the large amount of information, confusing terms and lack of control.
3. Demand for Visual & Simplified Tools
The research pointed to a preference for intuitive, visual-first experiences. Users gravitated toward interactive graphics, progress tracking, and goal-based modules rather than static content or dense financial dashboards.
4. Desire for Personalization
Users wanted more autonomy and transparency in their financial planning. They sought tools that felt adaptable to their lives: offering relevant suggestions, the ability to set their own priorities, and insight into how their decisions affect their future.
Exhibit Pamphlet
Young Canadians face growing pressure to make smart financial decisions early in life, yet many feel overwhelmed, confused, or disengaged from the tools designed to support them. Existing financial resources are often dense, impersonal, and scattered leading to low confidence, underutilized support systems, and a lack of connection between long-term goals and everyday actions. Fund Forward was created in response to this disconnect, aiming to reimagine financial literacy as something personalized, empowering, and visually engaging.
The Insights
The Insights
The Insights
Our team looked into some insights about why young Canadians struggle with financial literacy and forward planning for their future. These findings revealed four major pain points that shaped the core concept and functionality of the project:
Our team looked into some insights about why young Canadians struggle with financial literacy and forward planning for their future. These findings revealed four major pain points that shaped the core concept and functionality of the project:
Our team looked into some insights about why young Canadians struggle with financial literacy and forward planning for their future. These findings revealed four major pain points that shaped the core concept and functionality of the project:
These insights directly influenced our decision to design Fund Forward as a goal-oriented, modular platform that uses interactive graphs, personalized guidance, and digestible financial education to help young adults confidently take control of their future.
These insights directly influenced our decision to design Fund Forward as a goal-oriented, modular platform that uses interactive graphs, personalized guidance, and digestible financial education to help young adults confidently take control of their future.
These insights directly influenced our decision to design Fund Forward as a goal-oriented, modular platform that uses interactive graphs, personalized guidance, and digestible financial education to help young adults confidently take control of their future.
1. Financial Anxiety
Young Canadians consistently expressed high levels of stress and uncertainty around key financial goals. These milestones felt distant, overwhelming, and hard to plan for without trusted guidance.
2. Lack of Clear Starting Points
Many users didn’t know where or how to begin their financial journey. Despite having access to resources, they often avoided them due to the large amount of information, confusing terms and lack of control.
3. Demand for Visual & Simplified Tools
The research pointed to a preference for intuitive, visual-first experiences. Users gravitated toward interactive graphics, progress tracking, and goal-based modules rather than static content or dense financial dashboards.
4. Desire for Personalization
Users wanted more autonomy and transparency in their financial planning. They sought tools that felt adaptable to their lives: offering relevant suggestions, the ability to set their own priorities, and insight into how their decisions affect their future.
1. Financial Anxiety
Young Canadians consistently expressed high levels of stress and uncertainty around key financial goals. These milestones felt distant, overwhelming, and hard to plan for without trusted guidance.
2. Lack of Clear Starting Points
Many users didn’t know where or how to begin their financial journey. Despite having access to resources, they often avoided them due to the large amount of information, confusing terms and lack of control.
3. Demand for Visual & Simplified Tools
The research pointed to a preference for intuitive, visual-first experiences. Users gravitated toward interactive graphics, progress tracking, and goal-based modules rather than static content or dense financial dashboards.
4. Desire for Personalization
Users wanted more autonomy and transparency in their financial planning. They sought tools that felt adaptable to their lives: offering relevant suggestions, the ability to set their own priorities, and insight into how their decisions affect their future.
The Conclusion
