Project

Golden Snacks

Year

2018

Subject

UI / UX Design & Research
Branding
Prototyping
Motion Design

Outline

Golden Snacks is a company that develops an application to educate people about the concept of finance/money and the importance of them in their young age.

Overview

Golden Snacks is a company that develops an application to educate people about the concept of finance/money and the importance of being financially aware especially at a young age. Then, eventually, influence a path to better financial health.

Golden Snacks researches the behaviors, mindsets, and relationships between a child and parents regarding finances in order to explore multiple solutions that aim to understand patterns in users' needs and wants.

I was assigned to research target audiences and how and why they usually educate their child about finances. Based on target demographic interviews, I and another coworker created personas and synthesized the information we gathered from these interviews. With this information we were able to find out what information best works for them as well as design and test interfaces for them.

Finally we ended up designing a mobile application which offers accurate finance-related resource at the right time.

Final Screen Mock-ups

Business Goals

Take care of an individual’s entire personal financial life, throughout their life and educate them along the way.

Make the most customer-centric personal finances service company that provides them with the right tool at the right time and equalize access to financial stability.

Improve dialogue and relationship between parent, money, and child.

Product Goals

Create a financial services focused platform that grows in functionality from an individual's first account and educates them along the way.

Provide customers with personalized financial services that grows with them and educate along the way.

Unvalidated Problems

Financial education is generalized and fragmented, however, parents still trust schools will teach their kids about personal finances and schools believe banks or parents will. Ironically, there are actually a lot of tools out there for families, but no standard for how to teach financial literacy and most parents do not know where to start and what is a trusted resource.

Target Audience

Our target audience are parents of a children between the ages of 4 to 18 and are highly likely to have strong reasons to offer finance-related education to their kid, such as giving allowances and preparing for college tuition.

Personas

Jennifer

Female
12 Years Old
Has A Brother
San Mateo, CA

Behaviors

Goes to school, and out with friends.Gets an allowance,uses it to buy “toys”Has a cell phone, texts a lot and is a heavy social media user.

Needs

To begin learning about financial best practices as early as possible, but doesn’t know it.

Tom

Male
42 Years Old
Has two kids
(Emily & Sean)
$90,000 Household income

Behaviors

Give kids allowance Tries to teach kids what he knows about budgeting,and personal finance Gives both of their kids cell phones. Isn’t worried about a Standard dinner bill - meets basic needs.

Needs

More wisdom some way to connect with parents of a similar life pattern, and some form of resource for his kids to be able to communicate with kids their age about personal finances.

Interview Questions

Q1.

When do kids/parents realize finance is a problem they need to address?

Q2.

How often are kids/parents talking about their finances and searching for content?

Q3.

Where do parents look for a guide on what to teach and why do they trust a certain resource?

Q4.

What keeps parents from teaching their kids about finance? What motivates them?

Q5.

What worries parents when it comes to financial education for their children?

Q6.

What do parents need to feel that their kids are financially prepared for their future?

The Interviews

View Interview Logs

Synthesized User Data

Clustered User Data

View Miro Board

The Discoveries

Parental figures gage their importance of financial education from their own upbringing.

Parents have a difficult time figuring out what information is important to teach their child,at what age, and how to deliver the info.

Parents either don’t seek out personal finance information or don’t know where to look.

Parents actually talk to their children about finance quite often whenever it can be brought up through daily life experiences like shopping.

Our Validated Problems

Although most parents desire to educate their children about finance it is still a problematic task.

Parents have trouble finding and delivering the correct information based on given circumstances.

The Discoveries

Parental figures gage their importance of financial education from their own upbringing.

Parents have a difficult time figuring out what information is important to teach their child,at what age, and how to deliver the info.

Parents either don’t seek out personal finance information or don’t know where to look.

Parents actually talk to their children about finance quite often whenever it can be brought up through daily life experiences like shopping.

Our Validated Problems

Although most parents desire to educate their children about finance it is still a problematic task.

Parents have trouble finding and delivering the correct information based on given circumstances.

Empathy Map

Sharron

What She Says / Feels

Very supportive and compassionate for others. "How do I make sure my children understand the importance of saving? My biggest priority are my children."

What She Hears

I rely on my partner for most of my financial knowledge, she reads a lot of article and blogs about saving.

What She Sees

I see my children strategically managing what they are buying and really showing that they know what their dollar value is.

What She Says / Does

Budgeting is important when raising a family me and my partner talk to our kids about what we can afford and what allowance we can give.

Product Direction

Features

An age based guide that sends notifications of financial insight to the user.

Organized content categorized by financial topics such as each topic such as saving, spending, and expenses.

Platforms

A mobile application which offers all different kinds of content about money/finances for children.

A simple, one-page website for online promoting of the app.

Initial Sketches

Concepts and Feedback

Concept 1

A UI based on versatility and large formatting to aid parents with easy understanding and comprehension.

Feedback

List layout was easily understood, read time indicator was a pleasant additive for testers, however users couldn't comprehend filter icon, and add child icons.

Concept 2

Inspired by AirBnb this format features an individual sorting system ranging from age to allowance, it also showcases a content specific filtering window.

Feedback

Filter button for some users was challenging to see. Kid icon text confused some users. Info-graphic was a confusing term and some users did not like the size of the article images. Thought the filtering system looked powerful, and that having the ability to sort was appealing.

Concept 3

Featuring an on boarding system to input children's information and allowing for anytime edits, and boasts a card article layout.

Feedback

Although featuring a lower navigation bar users tested out without noticing it. Users still found confused over kid icon text, however the filtering page was appealing to many, as well as the ease to find book mark location.

Usability Testing

Synthesis and Clustering User Insights

View Miro Board

Branding

Color Palette

Sun Flakes
#fedc4a

Evening Sky
#a3b7fc

Newborn
#cbd6fd

Overcast
#eaeaea

Base Grey
#2d2d2d

Type

Logo + Icon

High-Fidelity Designs

High-Fidelity Designs

Launch Prototype View Full Case Study