Financial Guidance "3.0"
UX Direction & Wireframes
UI Design Direction
Initial Rapid Prototyping
JS / HTML / CSS App Dev.
Design a new application for HelloWallet that:
- is focused around life goals, not just financial goals (like getting married, having a child, etc)
- helps a individual ensure they are always covered for emergency expenses
- is modular in design & implementation, for long-term iteration
- Product KPI's: Increased Monthly Active Users, Increase in Monthly Savings Rate, Increase in Emergency Savings Balance.
The new version of Guidance went through a year long beta testing period, where iterative changes were made to the UI, but the overall designed themes and UX remained. Feedback was positive enough that HelloWallet made the tool generally available to all users in June 2016.
Initial Prototyping & Wireframes
Quick prototyping using AngularJS, D3, and Bootstrap to test major concepts. Very early wireframes below.
Debt Paydown Goal UX
The tools also let users set goals for debt, guiding them to pay down loans with the highest interest rate first. To help motivate, HelloWallet educates the user on how much interest they will pay in the upcoming years and adjusts the number based on their payoff date.
Summer 2016 Launch
Prompted by requests from users, the Washington, D.C.-based company launched Savings & Debt Guidance to help users achieve their emergency savings, spending, and debt goals.