🥇 1st Place: uXperience Design Jam
🥇 1st Place: uXperience Design Jam
🥇 1st Place: uXperience Design Jam
UX/UI Design
Fund Forward
Fund Forward
Fund Forward
Simplified financial planning for youth
Simplified financial planning for youth
Simplified financial planning for youth
Developed during a 1-day designathon, I worked with a team of 6 to reconstruct the financial literacy journey, creating the first place winner for the SunLife 2024 design jam. Fund Forward is a visual financial literacy platform designed to simplify financial planning for young Canadians.
Developed during a 1-day designathon, I worked with a team of 6 to reconstruct the financial literacy journey, creating the first place winner for the SunLife 2024 design jam. Fund Forward is a visual financial literacy platform designed to simplify financial planning for young Canadians.
problem
PROBLEM
Financial tools and education exist to help young people. They're just not being used because they're designed in a way that makes people feel too intimidated to even start.
solution
SOLUTION
An approachable website that reorders the existing financial literacy journey process transforming intimidating concepts into an intuitive and interactive experience.
PROBLEM
Financial tools and education exist to help young people. They're just not being used because they're designed in a way that makes people feel too intimidated to even start.
SOLUTION
An approachable website that reorders the existing financial literacy journey process transforming intimidating concepts into an intuitive and interactive experience.
TEAM
Namu Kim Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
Namu Kim Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
ROLE
Product Designer Brand Identity Researcher Project Manager
Product Designer Brand Identity Researcher Project Manager
TOOLS
Figma
Figma
DATE
October 2024
The Ideation
THE PROMPT
"How might we help young Canadians find and use the financial tools and education available to them?"
THE PROMPT
The Ideation
"How might we help young Canadians find and use the financial tools and education available to them?"
The Idea
THE prompt
"How might we help young Canadians find and use the financial tools and education available to them?"
The Insights
WHAT WE NOTICED
The friction
We took a good look at the high-level financial journey flow and we noticed the disconnect rooted from friction in the very first step, turning youths off from even starting the journey in the first place.
Our team dissected the journey map and reconstructed it to match the priorities of learning why financial literacy is important in the first place.
TEAM
TOOLS
Namu Kim Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
Figma
ROLE
DATE
Product Designer Brand Identity Researcher Project Manager
October 2024
TEAM
Namu Kim Leslie Lee Jake Riddell Allison Kalist Fiona Qi Feng Lukas Chladek
TOOLS
Figma
ROLE
Product Designer Brand Identity Researcher Project Manager
DATE
October 2024
8 (팔)
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
THE prompt
"How might we help young Canadians find and use the financial tools and education available to them?"
8 (팔)
8(팔)
8 (팔)
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
8 (팔)
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
The opportunity
The opportunity
Youths may not know about financial literacy, but they do know one thing... their financial goals.
DesignTO
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
The PAin Points
THE FRICTION
We took a good look at the high-level financial journey flow and we noticed the disconnect rooted from friction in the very first step, turning youths off from even starting the journey in the first place.
Our team dissected the journey map and reconstructed it to match the priorities of learning why financial literacy is important in the first place.
We took a good look at the high-level financial journey flow and we noticed the disconnect rooted from friction in the very first step, turning youths off from even starting the journey in the first place.
Our team dissected the journey map and reconstructed it to match the priorities of learning why financial literacy is important in the first place.
The opportunity
Youths may not know about financial literacy, but they do know one thing... their financial goals.
The Approach
Reordering the steps of the financial journey flow, we put the user in the focus of our design.
So we know there are goals our users want to meet, they just lack the how.
Understanding this, our process moves primarily backwards from the initial journey flow.
Choice [Select Goals]
Impact [See the impact of their current situation in regard to the goals]
Action [The actions they must take to reach their goals]
Education [What they must lear to reach their goals]
Awareness [Overall increasing awareness]
The Approach
Reordering the steps of the financial journey flow, we put the user in the focus of our design.
So we know there are goals our users want to meet, they just lack the how.
Understanding this, our process moves primarily backwards from the initial journey flow.
Choice [Select Goals]
Impact [See the impact of their current situation in regard to the goals]
Action [The actions they must take to reach their goals]
Education [What they must lear to reach their goals]
Awareness [Overall increasing awareness]
Reordering the steps of the financial journey flow, we put the user in the focus of our design.
So we know there are goals our users want to meet, they just lack the how.
Understanding this, our process moves primarily backwards from the initial journey flow.
Choice [Select Goals]
Impact [See the impact of their current situation in regard to the goals]
Action [The actions they must take to reach their goals]
Education [What they must lear to reach their goals]
Awareness [Overall increasing awareness]
THE APPROACH
Choose Your Goals
Choose your financial goals.
Choose when you wish to achieve the goal.
Choose the estimated cost of your goal.
3 simple steps to get you started.
Know the Impact
See and adjust the impact of your financial journey within the time frame you chose before you lock your goal in.
know what to do
Based on the goals and constraints you choose, we automate a process to move towards your goals.
The dashboard shows you
Your goals
Your progress
What actions must be taken next
Your last action you completed
make the right decisions
Users are given a curriculum consisting of 3-5 lessons per goal of their choice and teaches them more about financial literacy to help them understand the financial decisions they make in their daily lives.
Implicit Awareness
The users are more aware about financial literacy implicitly through the actions taken throughout the website starting with their goals.
Choose Your Goals
Choose your financial goals.
Choose when you wish to achieve the goal.
Choose the estimated cost of your goal.
3 simple steps to get you started.
Choose Your Goals
Choose your financial goals.
Choose when you wish to achieve the goal.
Choose the estimated cost of your goal.
3 simple steps to get you started.
Know the Impact
See and adjust the impact of your financial journey within the time frame you chose before you lock your goal in.
Know the Impact
See and adjust the impact of your financial journey within the time frame you chose before you lock your goal in.
know what to do
Based on the goals and constraints you choose, we automate a process to move towards your goals.
The dashboard shows you
Your goals
Your progress
What actions must be taken next
Your last action you completed
know what to do
Based on the goals and constraints you choose, we automate a process to move towards your goals.
The dashboard shows you
Your goals
Your progress
What actions must be taken next
Your last action you completed
make the right decisions
Users are given a curriculum consisting of 3-5 lessons per goal of their choice and teaches them more about financial literacy to help them understand the financial decisions they make in their daily lives.
make the right decisions
Users are given a curriculum consisting of 3-5 lessons per goal of their choice and teaches them more about financial literacy to help them understand the financial decisions they make in their daily lives.
Implicit Awareness
The users are more aware about financial literacy implicitly through the actions taken throughout the website starting with their goals.
Key Insights
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
The Prompt:
"How might we help young Canadians find, and use the financial tools & education available to them?"
We took a good look at the high-level financial journey flow and we noticed the disconnect rooted from friction in the very first step, turning youths off from even starting the journey in the first place.
Our team dissected the journey map and reconstructed it to match the priorities of learning why financial literacy is important in the first place.
Key Takeaways
Key Takeaways
Key Takeaways
Challenge existing systems
Innovative solutions takes new routes! Not looking for shortcuts and challenging the fundamental roots head on to redesign the system helped me understand and apply the use of design thinking. I fell in love with the process.
Project Management
Having a group of strangers, I took the initiative to get to know our team, to see their strengths and delegate tasks accordingly so that our teamwork would be smooth. Bouncing ideas off one another, I had so much fun taking on different perspectives to combine logics, design, user experience and empathy to come up with our solution in such a short period of time.
Challenge existing systems
Innovative solutions takes new routes! Not looking for shortcuts and challenging the fundamental roots head on to redesign the system helped me understand and apply the use of design thinking. I fell in love with the process.
Project Management
Having a group of strangers, I took the initiative to get to know our team, to see their strengths and delegate tasks accordingly so that our teamwork would be smooth. Bouncing ideas off one another, I had so much fun taking on different perspectives to combine logics, design, user experience and empathy to come up with our solution in such a short period of time.
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