The definition of "done" for this design effort was to shape the experience for the "Savings" branch inside the newest main pillar within George App's ecosystem, Fin Coach. The target was to financially educate the clients while guiding them to specific products that would help them reach their financial targets and goals.
The definition of "done" for this design effort was to shape the experience for the "Savings" branch inside the newest main pillar within George App's ecosystem, Fin Coach. The target was to financially educate the clients while guiding them to specific products that would help them reach their financial targets and goals.
The definition of "done" for this design effort was to shape the experience for the "Savings" branch inside the newest main pillar within George App's ecosystem, Fin Coach. The target was to financially educate the clients while guiding them to specific products that would help them reach their financial targets and goals.
Clear options
Clear options
Clear options
Presenting the users their options right off the bat.
Presenting the users their options rightoff the bat.
Presenting the users their options right off the bat.
Clear overview
Clear overview
Clear overview
Giving them a clear overview of their financial state and where they should be.
Giving them a clear overview of their financial state and where they should be.
Keeping it flexible
Keeping it flexible
Keeping it flexible
Allowing the users to edit their current income and also add specific savings they might have either in cash or deposited at other banks.
Allowing the users to edit their current income and also add specific savings they might have either in cash or deposited at other banks.
The grand finale
The grand finale
The grand finale
In the final step, the users are presented their savings plan. They are also asked if they want to set up a recurrent transfer to the savings account that will be created after they tap on the primary CTA.
In the final step, the users are presented their savings plan. They are also asked if they want to set up a recurrent transfer to the savings account that will be created after they tap on the primary CTA.
