Web based platform to help women access financial solutions and wealth planning.
About
FundEvolve is a unique web platform that addresses the growing need for women financial literacy. Their goal is to ensure women have access to financial solutions and wealth planning. Having a functional, simple and easy to navigate platform is one of the most important aspect for FundEvolve. Our task for this project was to create an onboarding experience for new users, simplify the dashboard and create a new feature to help user understand the platform better.
Problem statement
How might we better the onboarding experience for users and facilitate their experience on the financial platform?
Goal
We aimed to design and implement an onboarding experience to enhance user understanding and engagement, interactive tooltips and developing a summary dashboard to track financial progress and provide insights.
Project overview
Role:
UX Research
UX/UI Design
Usability Testing
Deliverables:
Prototype
Research
Design
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Reflections and next steps
Reflecting on the design process for FundEvolve, it's clear that our focus on improving the onboarding experience and enhancing user understanding of financial concepts was well-aligned with the platform's mission. Despite the time constraints, we were able to utilize competitor research to gain insights into best practices and refine solutions directly in Figma. Moving forward, it's important to consider conducting user testing to validate the effectiveness of our designs and ensure they meet the needs of the target audience. Additionally, further collaboration with stakeholders will be crucial to polish the onboarding experience and new features based on feedback and evolving requirements. By persistently refining and enhancing our designs, we can ultimately deliver a platform that empowers women with the financial literacy tools they need to achieve their goals.
