04 // Visual Design

Focus on Savings Goals

The final concept of a “savings engine” facilitated customer focus on stated savings goals (emergency fund, retirement, college fund, second home, vacation, etc.).

While project scope didn’t allow for individualized financial guidance, we were able to create a menu from these savings goals with relevant savings ‘rules of thumb’.

The final high-fidelity designs leverage the familiar card design pattern with custom iconography for goal selection, creation, and customization. The customer can create goals and set up recurring transfer contributions, allowing for easy visual tracking of goal targets.

Special consideration was given to flexibility, allowing for goal and contribution adjustments, including the ability to pause transfers.