UX Case Study
Savings Engine
Exploratory project to create an easy-to-use savings goal experience.
Role
Lead Designer & project lead on a speculative savings tool designed for the underserved mass affluent market segment.
Results
High impact potential, providing an innovative, intuitive, and customizable auto-savings tool to help the mass affluent reach their savings goals.
Exploratory project to create an easy-to-use savings goal experience for the underserved Mass Affluent market segment.
I served as Lead Designer for the research team tasked with creating marketable customer-oriented savings experiences. The team used a multi-phased approach to gather insights and ideas from prospects, customers, and associates across three targeted geographic markets, collecting 15 in-home empathy interviews, 12 prototype-testing interviews, and ideation sessions involving 25 bank associates.
Work on the Savings Engine project has been divided into four sections in this case study, accessible below:
