Savings Engine

Exploratory project to create an easy-to-use savings goal experience for the underserved Mass Affluent market segment.

I served as Lead Designer for the research team tasked with creating marketable customer-oriented savings experiences. The team used a multi-phased approach to gather insights and ideas from prospects, customers, and associates across three targeted geographic markets, collecting 15 in-home empathy interviews, 12 prototype-testing interviews, and ideation sessions involving 25 bank associates.

    • Daryle M. // Lead Designer

    • Amanda D. // Senior Business Manager

    • Chris A. // Project Manager

    • Gerald B. // Manager, Consumer Insights

  • Research interviews, prototyping, prototype testing interviews, research synthesis, ideation, design execution.

  • High impact potential, providing an innovative, intuitive, and customizable auto-savings tool to help the mass affluent reach their savings goals.

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