First place at the uXperience Design Jam
Myself and a team of five students spent one day innovating a way to promote financial literacy for young adults.
Role: UX Designer
Software: Figma, Adobe
Deliverables: Mid-Fidelity Website and Brand Strategy
Time: 12 Hours
Team: 5 students
Our task was to design a solution for youths that want to get a start in financial literacy. Our research found that two of the biggest barriers are a lack of knowledge and the over complication of initial steps. Young adults under utilize the resources available and get stuck at the first step because they do not know where they stand financially.
Emily is a 29 year old software developer living in Toronto with her spouse. She is focused on saving for a home and preparing for future family expenses. Although comfortable with technology, Emily finds it challenging to prioritize her financial goals especially when planning for long term commitments like retirement.
Through the research insights provided by Sun Life, internal innovation and external mentoring, we created Fund Forward. Fund Forward is a dynamic look forward into your financial future. We visualize the user end goal using a graph that highlights life milestones and their financial impact. Fund Forward acts as an infographic you can explore to learn more about specific financial decisions.
The biggest limiting factor for our team was time. With only one day to research, ideate, design, and pitch to Sun Life judges, we had to make quick decisions. This time constraint limited our ability to conduct extensive user testing with diverse demographics. While Emily represented our primary persona, future iterations would benefit from testing with users across different age groups, income levels, and financial literacy backgrounds to ensure the tool is truly accessible and valuable for all young adults starting their financial journey.