Rotem Digmi. All rights reserved.
The Savings Wizard
Revolutionizing financial literacy through personalized digital guidance for millennial savers at Menorah
Year
2023
Platform
Mobile, Desktop
My role
UX design
Problem
Individuals face challenges in effectively managing their savings.
Due to the perceived complexities of the financial world. A lack of engagement leads to idle funds without a clear financial plan.
Goal
Financial Symphony: Crafting an Advanced Savings Wizard
Create a sophisticated yet user-friendly solution aimed at digitally savvy millennials, empowering them to proactively manage their savings within the framework of Menorh Insurance.
Research
Understanding the nuanced financial behaviors and attitudes of the target audience—millennials.
Fear of Financial Complexity
Millennials fear financial complexities, hesitating to manage savings actively.
Language Preference
Participants preferred simple language; financial jargon caused disengagement.
Digital Savviness
The target demographic desired a digitally savvy tool for accessible online financial management.
Risk Aversion and Goals
Participants varied in risk tolerance and goals; some preferred conservative savings, others explored investments.
Solution
Personalization ensured the tool adapted to users' profiles, fostering engagement and enhancing financial literacy.
Challenges
The research stage brought to light the multifaceted nature of the target audience's financial attitudes, introducing challenges such as:
Crafting educational content to bridge financial literacy gaps.
Balancing simplicity with advanced financial features.
Adapting to diverse risk tolerances and financial goals.
Meuhedet
Meuhedet -
Design system
Built an atomic design system from scratch to unify a fragmented product.
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