UI Design — Emily Phelan

User Interface

Set & Get: Set Financial Goals, Get Rewards

Our client, UW Credit Union (UWCU), needed to expand its customer base with incoming students who are starting their financial journey, but might not know where to begin. Together, my team applied the design thinking process to identify ways to increase membership and retention among the student population. We conducted research, identified user needs, ideated and pitched solutions, prototyped and tested our design, and presented the final outcome to the UWCU team. This is a story of our work.

Time 12 weeks

Team 5 people

Tools Miro, Figma, Illustrator

Role creative director, user research, UX design, prototyping, testing

How might we design an experience for incoming UW students to encourage the achievement of their short- and long-term financial goals?

Ideate

25 total concepts down selected into 5 top concepts

The big idea

Students need guidance to be financially responsible and want financial incentives. By providing unique benefits to new members through in-app features and community partnerships, UWCU can be students’ partner of choice.

Set & Get: Set Financial Goals, Get Rewards

A reimagined in-app experience for new UWCU customers.

Users get started by setting short- and long-term goals, a monthly budget, and manage progress throughout their financial journey.

Gathers personal information, introduces concept, and begins goal-setting journey
Establish short-term goals by determining frequency of short-term spending per selected categories
Set tangible goals, timeline, and savings goal
Analyze monthly income and short- and long-term goals to set budget
Calculate monthly savings required to achieve goals
Goal summary
Local deals and offerings to help save for short-term spending
Updated weekly and available on user dashboard