Bread

Overview

The Challenge

Money is a topic that most young adults feel uncomfortable discussing. Jargon like, "bull market," "APR," and "asset allocation" make learning about finance even more confusing. Young adults needed a financial literacy website that makes learning about money fun and interesting.

Credits

Thank you Bradford Prairie and Sean Bacon from San Diego City College who helped me create this conceptual work.

Space

School Project

My Role

UX/UI Design

Completed

2021

Process

How might we create a website that simplifies financial information for young adults while keeping them engaged?

jump to prototype

ideation

User Persona
Wireframes

inspiration

Survey

Implementation

Branding
Final Prototype
Lessons Learned

Survey

I started off this project by conducting a survey with participants between the ages of 18 - 30. 22 people participated and gave me key insights into how a financial website could serve them.

Financial Stress

7.05 out of 10 was the average score that people ranked their stress about money.

Financial Subjects

The top 3 things that respondents wanted to learn more about were investing, taxes, and buying property.

Learning about money

The top 3 sources that people learned about money from were family, friends, and youtube.

User Persona

The Recent Graduate

Avery Gonzales

Age: 22
Location: Austin, Texas
Occupation: Teaching Assistant
Income: $30,000 per year
Financial Stress from 0-10: 7.5

User Need statement

"I need an approachable website that teaches me about finance and investing"

bio

Avery recently graduated with a B.S. in Education. She really enjoyed college, but now she feels lost in the "real world." During the 2008 financial crisis, her family struggled and it was an impressionable time for her. Now with $20k in student debt, she wants to learn more about money.

Goals

Learn about money in an engaging way
Learn how to get out of debt
Start dipping her toes in investing
Understand how taxes work

Frustrations

Victim-blaming financial advice
Overwhelming websites
Confusing and cryptic jargon
Financial ads from social media influencers

Financial Interests

Budgeting

Debt

Taxes

Investing

Financial Education

Family

Friends

Social Media

60%

20%

Ideation

Creating a sitemap

After I gathered information from the surveys, I organized them into a sitemap. I took key information about gaps in financial understanding and created a sitemap that would make sense for them.

Branding

Logo

Colors

Typography

#1b262c

#2c3a42

#fbfeff

#196054

#763c4a

#4a47a3

Learnings

Surveys are useful but imperfect

I created a survey and was surprised by how many people felt comfortable enough answering questions anonymously. It allowed me to have a wider reach for data collection, but I was aware of the "participation bias" that might exist.

Prototyping brings insights

After moving to the prototyping phase, I had to tweak how some of the hover effects would work. It would have been a better practice to start prototyping earlier in my design process.

mute colors for darkmode

Darkmode is becoming more popular, but I learned pretty quickly that saturated colors vibrate on dark backgrounds. To make this design easier on the eyes, I desaturated the colors.

Bread

Overview

The Challenge

Credits

Space

My Role

Completed

Team

Process

ideation

inspiration

Implementation

Survey

Financial Stress

Financial Subjects

Learning about money

User Persona

Avery Gonzales

User Need statement

bio

Goals

Frustrations

Financial Interests

Financial Education

Creating a sitemap

Wireframes

Branding

Logo

Colors

Typography

Branding

Final Prototype

Learnings

Surveys are useful but imperfect

Prototyping brings insights

mute colors for darkmode

Next Projects

Various Visual Works

Various Visual Works

Amy Myers MD

Amy Myers MD

Verve

Verve

Contact Me