Finliti

Finliti aims to raise your awareness in financial decision-making. They have brought us in to help design their first product application, My Finliti.

Overview

Roles

UX Designer

UI Designer

Tools

Figma

Photoshop

Timeline

February 2021 - April 2021

The Problem

How can we define meaningful content?

Finliti brought me alongside two other designers from the Springboard curriculum project into this initiative to bring a platform to life. Finliti is currently at the point of operations where they have a secure network via Facebook while trying to expand into other avenues of platforms. The business has made it clear, however, that the product they look to introduce to these networks is an educational gamification-simulator to learn about investing. 

HOME SCREEN

23-25.10

Modern Sculptures

This is your Schedule Item. Provide details about the event or activity, where it’s located and any other relevant information.

CONCEPT PAGE

9-12.12

Relating and Related

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FLOW MODE

9-12.12

Abstract Thought

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Add a Title

23-25.10

Abstract Thought

This is your Schedule Item. Provide details about the event or activity, where it’s located and any other relevant information.

Stage 4

Stage 5

Secondary quantitative research

Our Solution

A modified design sprint was refined to accustom all our time zone differences and schedules as the most efficient approach to unite all minds together while receiving input from the founder and CTO. The schedule would go as follows:

 

Stage 1 - Map

Stage 2 - Sketch

Stage 3 - Decide

Stage 4 - Wireframe

Stage 5 - Prototyping

Stage 6 - User Testing

Stage 7 - Insights

We took the time to ask questions and map out our problems to what Finliti needed in their platform. 

 

How might we make investments fun?

 

Break down content to be manageable and bite-size?

 

Personalize the user’s financial journey towards becoming a better investor? 

 

It came to an agreement we had to solve and create a design for the use case for Finliti, as a product. 

Stage 3

We decided based on votes on our the references and ideas to go with a foundation that consisted of:

 

  1. Questionnaire flow

 

We have chosen to present Finliti’s key feature of Investor Profiles, a profile assigned after the Questionnaire flow. 

 

  1. Dashboard flow

 

The Dashboard was chosen as a critical screen as it was a red traffic route and essential screen that transitions from the sign up (Guest user flow) to sign in (Member user flow).

 

3. Missions overview

The Missions screen is an essential key feature in Finliti to present concepts and modules of information for the profile. We realized we would need to create a mock Mission of steps to deliver information and modules.v

This is your About section paragraph. It's a great place to give a short introduction about what you do. Define your distinguishing qualities and share them! Consider adding images for extra engagement. 

Result

We found references and demos we thought were interesting, using connection and base to our idea.

Day 2

Qualatitive research