
C L I E N T
Financial
Services
R O L E
Visual Designer
​
T E A M
Product Management Director
Product Development Manager
Interaction Designer / Adam Marcus
Solutions Lead / Kara Williams
Project Manager / Vivienne and James
UX Researcher / Connie, and Christina
Director, UX Research / Jackie Antig
Product Strategist / Shabi Ghaffari
Budgeting tool
O B J E C T I V E
Provide members of a financial app with best-in-class education and tools to support their savings journey and financial well-being.
A P P R O A C H
By using data from member's accounts, we provided personalized and actionable recommendations to a member based on their spending patterns and income so that they can manage their budget easily. We introduced alerts and in-line suggestions to help maximize savings. By testing the end-to-end experience with users, we synthesized insights to then implement improvements to the flow.
DISCOVERY
Key insights from user-research and discovery sessions from stakeholders
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The utilization of the current budgeting tool is very low, it's buried and people don't know it exists.
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An experiment was tried with a huge button for budgeting, but people didn't want to spend time to learn how to use the tool.
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Members seek guidance to help them navigate financial areas that they are unfamiliar with
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We want to be proactive instead of reactive
CONSIDERATIONS
How Might We
Introduce a prominent entrypoint to the budgeting tool
How Might We
Provide personalized guidance to budgeting in a proactive manner
How Might We
Make it very easy to use the budgeting tool by reducing the cognitive load
WIREFRAMES
Goal: A customer
CONCEPT ITERATIONS
Video icon indication



Categorized services



Video link



DESIGN PRINCIPLES
1
Discoverable
Easily identify a service that offers a video consultation amongst the other available services
2
Contextual
Provide enough information progressively for a customer to understand what action to take while booking an appointment and joining a video consultation
3
Scalable
Utilize patterns and affordances that can scale across the product beyond the booking flow
4
Ease of use
Make it easy for customers to quickly book and seamlessly join a video consultation
DESIGN DECISIONS
Appointment request

'Video' text indication that can scale with any other metadata

CTA mentioning 'Video' so the appointment type is reinforced

Message attachment mentioning 'Video' for consistency, and title truncated after 3 lines
Appointment confirmation


Video call link and activation details added to provide clarity, with the ability to easily copy link for sharing

'Add to Calendar' CTA that helps to integrate the appointment with preferred calendar
Pre-populated message added to the Google Calendar event
Join video consultation

A banner reminder is pinned to the header after the appointment is confirmed. It gets updated with a CTA that acts as an entrypoint to join the call on the day of appointment.
LOCALIZATION
Key learnings on translating content for user-testing
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Consider audience demographics in the relevant city and adjust costs according to their currency
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Simplify content where possible, e.g. not all regions understand timezones and their acronyms
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Use the more concise translation or truncate copy
Español de México

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