Role:
UX/UI Designer
Company:
Google UX Certificate
Project:
Wealthwise
Brief:
Design a personal credit-management app and a responsive website to enable users to track and improve their credit scores and review and apply for new credit cards based on criteria such as the lowest interest rate.
Research:
Developing a finance app requires near-expert knowledge to ensure all essential features are included, helping users budget effectively, understand their finances, and improve their financial well-being. I conducted extensive research to identify and compile a comprehensive list of must-have features.
Key Features to Include:
Credit Score (current and previous month ---> month)
Credit Report
Personalized Tips for improving credit ( Price breakdown monthly + weekly spending on subscriptions, takeout, groceries, gas, bills, rent/mortgage) show how much the user is spending on each activity and where we could cut back costs with useful suggestions
Budget Development (ability to change whenever) --> automatically updates based on income ---> includes options on which type of budgeting you would like to do (common 4)
- Includes how much you can spend on each category
- How much you can save
- HowMuch You Should Usee for Credit Debt Based on Goals
- How much you should save based on Goals
Yearly Reports
Fraud Prevention
Other Tips for improving your credit score
AI to look at finances to suggest credit cards based on current finances
Selection of many different types of credit cards
Current balances owed on credit cards, when the next payment is due and rewards currently on each card
Total Chekings
Total Savings
Q/A (understanding credit, its importance, and the best way to use credit cards for someone in different circumstances)
Include Cash Income
Estimated monthly salary based on previous paychecks
Ability to create recurring payments on credit cards
Affinity Mapping
To better understand the current market and available assistive resources in the financial advisory industry, I conducted research and identified common user experience themes among major companies. I then organized these insights into an affinity map for analysis.
Personas:
“All these apps. I just want something simple and intuitive.”
Solution:
A financial app that leverages AI to analyze users' finances, helping to create personalized budgets based on current spending habits, wealth goals, debt, and income. The app also includes a credit card matching feature, utilizing your financial analytics to recommend the best credit card options tailored to each user's unique financial profile."
Ideation:
Informational Architecture
Wireframing:
Lo-FI
Mobile Device
Website
Design System:
Final Website Design | Dark Theme
All Features
Final Mobile App Design | Light Theme
Sign up