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

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