PRODUCT DESIGN : Financial Wellness App

Personalized financial management + wellness

Engages credit union members in a better financial literacy program.

Delivers personalized offers for new financial products and third-party affiliates.

Industry-leading engagement rates for broad demographic.

Exceeded expectations on new credit union member conversions at a fraction of the cost.

ROLE: PRODUCT VISION, USER EXPERIENCE, UI DESIGN

Scores financial well-being using qualitative + quantitative inputs

Developed method for scoring financial wellness to gamify literacy program.

Increased user engagement by 38% in wellness program.

Provided issuing bank provider better understanding of customer health.

ROLE: PRODUCT VISION, USER EXPERIENCE, UI DESIGN