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C L I E N T

Financial

Services

R O L E

Visual Designer

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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

  • The utilization of the current budgeting tool is very low, it's buried and people don't know it exists.

  • 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. 

  • Members seek guidance to help them navigate financial areas that they are unfamiliar with

  • 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

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Categorized services

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Video link

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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

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

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CTA mentioning 'Video' so the appointment type is reinforced

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

Appointment confirmation

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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

  • Consider audience demographics in the relevant city and adjust costs according to their currency

  • Simplify content where possible, e.g. not all regions understand timezones and their acronyms

  • Use the more concise translation or truncate copy

Español de México

Tagalog

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UX/UI PRODUCT DESIGNER

© 2025 SHRUTI GANESAN

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