Elevate
Delivering tailored financial solutions for non-prime users.
Client
Elevate
Services
Visual Design
UI & UX Design
Industries
Financial
Date
August 2022
O1
O1
Discovery
Discovery
Knowledge Learning
Knowledge Learning
During the discovery phase, we explored Elevate’s vision to create a financial savings plan that empowers users to pay down debt effectively. This innovative experience would enable users to connect their bank accounts and upload their credit reports, providing a holistic view of their financial situation. With these insights, users could select personalized plans tailored to their unique needs and goals.
During the discovery phase, we explored Elevate’s vision to create a financial savings plan that empowers users to pay down debt effectively. This innovative experience would enable users to connect their bank accounts and upload their credit reports, providing a holistic view of their financial situation. With these insights, users could select personalized plans tailored to their unique needs and goals.
O2
O2
Research
Research
Asking the right people the right questions
Asking the right people the right questions
In the research phase, we conducted in-depth interviews with both users and stakeholders to gain a comprehensive understanding of their needs and expectations. We also analyzed Elevate’s competitors, performing a detailed competitive analysis to identify opportunities for differentiation. Through this process, we discovered how Elevate’s in-person meetings with users play a crucial role in fulfilling their financial journey. These insights allowed us to align our design strategy with Elevate’s mission to create impactful, user-centered solutions.
In the research phase, we conducted in-depth interviews with both users and stakeholders to gain a comprehensive understanding of their needs and expectations. We also analyzed Elevate’s competitors, performing a detailed competitive analysis to identify opportunities for differentiation. Through this process, we discovered how Elevate’s in-person meetings with users play a crucial role in fulfilling their financial journey. These insights allowed us to align our design strategy with Elevate’s mission to create impactful, user-centered solutions.
12
12
User Interviews
4
4
Competitors Audited
8
8
Stakeholder Interviews
100
100
Data points analyzed
O3
O3
Insights & Opportunities
Insights & Opportunities
Synthesis
Synthesis
After multiple client workshops and alignment sessions with our internal team, it became clear where we needed to focus our attention heading into design.
After multiple client workshops and alignment sessions with our internal team, it became clear where we needed to focus our attention heading into design.
Users Feel Overwhelmed by the Complexity of Their Financial Situation
Users Feel Overwhelmed by the Complexity of Their Financial Situation
Users Feel Overwhelmed by the Complexity of Their Financial Situation
Users Feel Overwhelmed by the Complexity of Their Financial Situation
There’s a Strong Desire for Tailored Guidance
There’s a Strong Desire for Tailored Guidance
There’s a Strong Desire for Tailored Guidance
There’s a Strong Desire for Tailored Guidance
Small Wins Motivate Users to Stay Committed
Small Wins Motivate Users to Stay Committed
Small Wins Motivate Users to Stay Committed
Small Wins Motivate Users to Stay Committed
O4
O4
Users Starting Point
Users Starting Point
Sign Up Flow
Sign Up Flow
In the first step of defining our user flow, we designed a tailored sign-up experience that gathered key insights about our users. By understanding their specific financial needs and challenges, we were able to recommend personalized solutions that aligned with their goals. This approach ensured that each user received the most relevant tools and resources to support their journey toward financial stability.
In the first step of defining our user flow, we designed a tailored sign-up experience that gathered key insights about our users. By understanding their specific financial needs and challenges, we were able to recommend personalized solutions that aligned with their goals. This approach ensured that each user received the most relevant tools and resources to support their journey toward financial stability.
O5
O5
Listening & Implementing
Listening & Implementing
Knowledge Learning
Knowledge Learning
We carefully listened to these user insights and used them as the foundation for brainstorming solutions that directly address their needs. By focusing on their challenges, motivations, and emotional barriers, we developed strategies to simplify complex processes, provide personalized guidance, and deliver small wins that keep users motivated. This collaborative approach ensured that our solutions were not only practical but also empathetic to the unique struggles users face.
We carefully listened to these user insights and used them as the foundation for brainstorming solutions that directly address their needs. By focusing on their challenges, motivations, and emotional barriers, we developed strategies to simplify complex processes, provide personalized guidance, and deliver small wins that keep users motivated. This collaborative approach ensured that our solutions were not only practical but also empathetic to the unique struggles users face.
Synthesizing the Data
To Create Financial Plans
Snowball Plan
The Snowball method prioritizes tackling your smallest debts first, progressing to larger ones over time. This approach allows you to see quick wins as you pay off accounts, though it may result in higher overall interest costs.
The Snowball method prioritizes tackling your smallest debts first, progressing to larger ones over time. This approach allows you to see quick wins as you pay off accounts, though it may result in higher overall interest costs.
Avalanche Plan
The Snowball method prioritizes tackling your smallest debts first, progressing to larger ones over time. This approach allows you to see quick wins as you pay off accounts, though it may result in higher overall interest costs.
The Snowball method prioritizes tackling your smallest debts first, progressing to larger ones over time. This approach allows you to see quick wins as you pay off accounts, though it may result in higher overall interest costs.
O6
O6
Communicating through design
Communicating through design
Communicating through design
Communicating through design
We listened
We listened
We explored a variety of design languages to create a clear and intuitive experience that helps users easily understand how we plan to address their debt and achieve their financial goals. By prioritizing simplicity and clarity, we ensured the design communicated actionable solutions tailored to their unique needs.
We explored a variety of design languages to create a clear and intuitive experience that helps users easily understand how we plan to address their debt and achieve their financial goals. By prioritizing simplicity and clarity, we ensured the design communicated actionable solutions tailored to their unique needs.
O7
O7
Where we landed
Where we landed
Our Approach
Our Approach
We explored a variety of design languages to create a clear and intuitive experience that helps users easily understand how we plan to address their debt and achieve their financial goals. By prioritizing simplicity and clarity, we ensured the design communicated actionable solutions tailored to their unique needs.
We explored a variety of design languages to create a clear and intuitive experience that helps users easily understand how we plan to address their debt and achieve their financial goals. By prioritizing simplicity and clarity, we ensured the design communicated actionable solutions tailored to their unique needs.
O8
O8
Your Guide to Building a Stronger Score
Your Guide to Building a Stronger Score
Credit Building
Credit Building
experience designed to empower users with actionable insights to improve their credit scores. We crafted this program to not only educate users on effective credit-building strategies but also to celebrate their accomplishments along the way. Each milestone reached is met with personalized rewards and recognition, keeping users motivated on their journey. By combining guidance with encouragement, Credit Boost makes the path to financial wellness both achievable and rewarding.
experience designed to empower users with actionable insights to improve their credit scores. We crafted this program to not only educate users on effective credit-building strategies but also to celebrate their accomplishments along the way. Each milestone reached is met with personalized rewards and recognition, keeping users motivated on their journey. By combining guidance with encouragement, Credit Boost makes the path to financial wellness both achievable and rewarding.
O9
O9
Reflection
Reflection
What we learned
What we learned
Simplifying Complexity is a Powerful Skill
Simplifying Complexity is a Powerful Skill
Simplifying Complexity is a Powerful Skill
Simplifying Complexity is a Powerful Skill
Empathy Drives Design
Empathy Drives Design
Empathy Drives Design
Empathy Drives Design
Collaboration is Key to Innovation
Collaboration is Key to Innovation
Collaboration is Key to Innovation
Collaboration is Key to Innovation