Track spending and build wealth with investing, financial and estate planning
Find
A nugget of insights is found through research
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
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.
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
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
47%
47% Recently Deleted Apps 44% cited "too many apps" as reason for deletion
Emphasize consolidation benefits in onboarding flow.
Customer Journey Map
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
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.
Another project
NPS +40
#savinglives
#behaviourchange