Design a new financial education experience

This research and experience prototyping project identified new ways on how financial education could be delivered in digital and physical footprint form.

The problem

Banks get a bad rap - and often rightly so - yet we all use them. So, how do we design experiences that restore trust and help customers manage their money better?

My role

I led the project from A-Z.

Project

  • A research project identifying the value proposition for a new type of financial education, exploring trust and financial literacy across four segments.

Deliverables

  • Deep insights report across four segments

  • Value proposition and suggestions for improvements on the existing prototypes.

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