Coinstack proPOSAL.

pROPOSAL OVERVIEW

An industry trade group and nonprofit have joined to provide a financial literacy and gateway app for individuals interested in finance. The app is provided to help individuals with apprehension and / or a lack of knowledge about finance. It is designed for adults, age 18 and over. There are hopes that with the success of this app, a junior version will be created to provide guidance to individuals under the age of 18.

Role: UX designer for proposed mobile app

Timeline: 1 week, July 11-15, 2022

Responsibilities: Paper and Digital Wireframes, Mockups, Information Architecture

rESEARCH

The company provided results of a benchmark study that was conducted in the northeastern and southwestern regions of the United States. The survey results showed that 20% of individuals do not understand how to plan for future financial goals across age groups. 52% of the respondents indicated that they were apprehensive about diversifying a financial portfolio. 30% stated that they had never opened a bank account. Due to the survey results, it is concluded that the design should be easy to use, encouraging, and easy to understand. 

dESIGN

The following are images of wireframes and mockups for the proposal. 

cONCLUSION

The joint venture will be beta tested in the following states, New Jersey, New Mexico, Maryland, and Arizona. Based on the findings, adjustments will be made to the app. It is proposed that the app will launch in all markets in September 2023.