Track spending and build wealth with investing, financial and estate planning
Track spending and build wealth with investing, financial and estate planning
Find
A nugget of insights is found through research
Find
A nugget of insights is found through research
User test conclusion
User test conclusion
User test
Account
Manual login required for each financial institution despite Plaid integration
Add connection troubleshooting wizard and credential preparation checklist
User test
Account
Manual login required for each financial institution despite Plaid integration
Add connection troubleshooting wizard and credential preparation checklist
User test
Budgeting
Budget creation is "a bit more manual" than expected
Implement smart budget wizard with AI-suggested categories based on spending history.
User test
Budgeting
Budget creation is "a bit more manual" than expected
Implement smart budget wizard with AI-suggested categories based on spending history.
User test
Hidden tools
Users report Origin "still in its infancy stage with features"
Add contextual feature tours and progressive disclosure of capabilities.
User test
Hidden tools
Users report Origin "still in its infancy stage with features"
Add contextual feature tours and progressive disclosure of capabilities.
User test
Missing bits
Former Monarch users "considering switching back" due to missing functionality
Prioritize transaction editing and bill tracking to match competitor feature parity.
User test
Missing bits
Former Monarch users "considering switching back" due to missing functionality
Prioritize transaction editing and bill tracking to match competitor feature parity.
Key numbers
Key numbers
Open data
85%
Only 14.76% use one app; 41.82% use 2-3 apps, 29.90% use 4-5 apps
Build seamless integrations, not full replacement.
Open data
85%
Only 14.76% use one app; 41.82% use 2-3 apps, 29.90% use 4-5 apps
Build seamless integrations, not full replacement.
Open data
67%
67% Have Financial Plans But 66% struggle with high living costs and 48% with low income
Actionable execution tools over planning features
Open data
67%
67% Have Financial Plans But 66% struggle with high living costs and 48% with low income
Actionable execution tools over planning features
Open data
83%
83% Invest Regularly Yet spread across 3+ institutions (68% of users)
Central investment dashboard aggregating all accounts.
Open data
83%
83% Invest Regularly Yet spread across 3+ institutions (68% of users)
Central investment dashboard aggregating all accounts.
Open data
47%
47% Recently Deleted Apps 44% cited "too many apps" as reason for deletion
Emphasize consolidation benefits in onboarding flow.
Open data
47%
47% Recently Deleted Apps 44% cited "too many apps" as reason for deletion
Emphasize consolidation benefits in onboarding flow.
Customer Journey Map
Customer Journey Map
Shape
Future product is shaped in close collaboration with a client
Shape
Future product is shaped in close collaboration with a client
Concepts
Together with the client we've come up with a solid amount of conceptual sketches representing ideal Customer Journey. They found reflection in the final cut stage
Cut
Facets polished to shine bright. The product is ready to go live
Cut
Facets polished to shine bright. The product is ready to go live
Dashboard
Origin's intuitive dashboard transforms complex financial data into actionable insights at a glance. Users experience a seamless command center where wealth management meets elegant design, providing real-time portfolio performance, goal tracking, and personalized financial health metrics that empower informed decision-making from day one.
Dashboard
Origin's intuitive dashboard transforms complex financial data into actionable insights at a glance. Users experience a seamless command center where wealth management meets elegant design, providing real-time portfolio performance, goal tracking, and personalized financial health metrics that empower informed decision-making from day one.
Estate planning
Origin democratizes sophisticated estate planning by making complex legacy strategies accessible and actionable. Our platform guides users through trust structures, beneficiary management, and tax-optimized wealth transfer strategies
Estate planning
Origin democratizes sophisticated estate planning by making complex legacy strategies accessible and actionable. Our platform guides users through trust structures, beneficiary management, and tax-optimized wealth transfer strategies
Learning
Knowledge becomes wealth through Origin's personalized financial education ecosystem. We've crafted adaptive learning paths that evolve with users' financial journeys, delivering bite-sized insights, expert-curated content, and interactive tools that transform complex financial concepts into confident decision-making capabilities.
Learning
Knowledge becomes wealth through Origin's personalized financial education ecosystem. We've crafted adaptive learning paths that evolve with users' financial journeys, delivering bite-sized insights, expert-curated content, and interactive tools that transform complex financial concepts into confident decision-making capabilities.
Settings
Personalization meets security in Origin's comprehensive settings architecture. Users maintain complete control over their financial privacy, notification preferences, and account configurations through an interface that balances granular customization with effortless usability, ensuring every interaction feels tailored and secure.
Settings
Personalization meets security in Origin's comprehensive settings architecture. Users maintain complete control over their financial privacy, notification preferences, and account configurations through an interface that balances granular customization with effortless usability, ensuring every interaction feels tailored and secure.
Onboarding
First impressions set the foundation for lasting relationships. Origin's onboarding experience eliminates traditional friction points through progressive profiling, smart data integration, and personalized goal-setting that transforms new users into engaged wealth-builders within minutes, not months.lization meets security in Origin's comprehensive settings architecture. Users maintain complete control over their financial privacy, notification preferences, and account configurations through an interface that balances granular customization with effortless usability, ensuring every interaction feels tailored and secure.
Onboarding
First impressions set the foundation for lasting relationships. Origin's onboarding experience eliminates traditional friction points through progressive profiling, smart data integration, and personalized goal-setting that transforms new users into engaged wealth-builders within minutes, not months.lization meets security in Origin's comprehensive settings architecture. Users maintain complete control over their financial privacy, notification preferences, and account configurations through an interface that balances granular customization with effortless usability, ensuring every interaction feels tailored and secure.
Investment
Origin's investment platform combines institutional-quality portfolio management with retail accessibility. Our solution delivers sophisticated asset allocation, automated rebalancing, and tax-loss harvesting through an interface that makes complex investment strategies feel intuitive, empowering users to build generational wealth with confidence.
Investment
Origin's investment platform combines institutional-quality portfolio management with retail accessibility. Our solution delivers sophisticated asset allocation, automated rebalancing, and tax-loss harvesting through an interface that makes complex investment strategies feel intuitive, empowering users to build generational wealth with confidence.
Key milestones
Role
User testing
Facilitaton
Strategy
Vision
Value based roadmap
Prototype
Design principles
Design
Full cycle
Final user test
Facilitation
Results presented here may differ from an official stance of the client.
Results presented here may differ from an official stance of the client.
Another project
Another project
NPS +40
#savinglives
#behaviourchange
NPS +40
#savinglives
#behaviourchange
Better Things
We read between the wants
Better Things
We read between the wants