NESTEGG

CASE STUDY

Create a Goal Feauture Design

SERVICES

UI / UX DESIGN

INDUSTRY

FINTECH

YEAR

2024

TOOLS

MENU

MENU

MENU

MENU

Project Overview

I took on the task of creating a comprehensive financial planning tool with a dedicated focus on the Saving Goals feature. The aim was to empower users to take control of their financial future by setting, tracking, and achieving their savings goals in an intuitive and engaging way. My role in the project was twofold: designing the user-facing Saving Goals interface and creating the backend planning tool that allows financial advisors to offer personalized savings recommendations seamlessly.

Brief

The brief required us to design a suite of interfaces for NestEgg’s Saving Goals feature that: Simplifies the process of creating and managing savings goals, breaking them into achievable milestones. Provides real-time tracking and actionable insights to help users stay on track with their financial plans. Enables financial advisors to offer tailored recommendations and interventions through a no-code backend system. Maintains consistency with NestEgg’s brand identity while fostering trust and transparency.

Design Challenges

Personalization at Scale: Crafting an interface that feels personalized for individual users while being scalable to diverse financial scenarios. Data Simplification: Presenting complex financial data in a way that’s easy to understand for users with varying levels of financial literacy. Engagement & Motivation: Ensuring the design motivates users to stay engaged with their saving goals while avoiding feelings of overwhelm or guilt if they fall behind.

My Role

Designing the Saving Goals Interface: I designed the user-facing interface, enabling users to create, adjust, and monitor their goals with features like progress visualization, goal-setting templates, and integration with financial insights. Creating the Planner Tool for Advisors: I worked on the backend tool for financial advisors, allowing them to offer personalized financial recommendations using an intuitive, no-code interface.

Outcome

Streamlined Goal Management: Users can effortlessly set and track multiple savings goals with clear milestones and real-time progress updates. Enhanced User Engagement: Gamification elements like achievement badges and milestone celebrations increased user motivation to stick to their goals. Advisor Efficiency: Financial advisors gained a powerful tool to offer tailored recommendations quickly, improving their efficiency and client satisfaction. Positive Impact Metrics: The feature led to a measurable increase in user retention, goal completion rates, and overall customer satisfaction.

Key Learning

Empathy in Financial Design: Simplifying complex financial data while maintaining transparency is critical to building user trust and engagement. Iterative Feedback: Regular testing and feedback loops with both users and advisors were instrumental in refining the design. Scalability: Designing for scalability ensured that the feature could be adapted for diverse user needs without compromising the core experience.

Brief

The brief required us to design a suite of interfaces for NestEgg’s Saving Goals feature that: Simplifies the process of creating and managing savings goals, breaking them into achievable milestones. Provides real-time tracking and actionable insights to help users stay on track with their financial plans. Enables financial advisors to offer tailored recommendations and interventions through a no-code backend system. Maintains consistency with NestEgg’s brand identity while fostering trust and transparency.

Design Challenges

Personalization at Scale: Crafting an interface that feels personalized for individual users while being scalable to diverse financial scenarios. Data Simplification: Presenting complex financial data in a way that’s easy to understand for users with varying levels of financial literacy. Engagement & Motivation: Ensuring the design motivates users to stay engaged with their saving goals while avoiding feelings of overwhelm or guilt if they fall behind.

My Role

Designing the Saving Goals Interface: I designed the user-facing interface, enabling users to create, adjust, and monitor their goals with features like progress visualization, goal-setting templates, and integration with financial insights. Creating the Planner Tool for Advisors: I worked on the backend tool for financial advisors, allowing them to offer personalized financial recommendations using an intuitive, no-code interface.

Outcome

Streamlined Goal Management: Users can effortlessly set and track multiple savings goals with clear milestones and real-time progress updates. Enhanced User Engagement: Gamification elements like achievement badges and milestone celebrations increased user motivation to stick to their goals. Advisor Efficiency: Financial advisors gained a powerful tool to offer tailored recommendations quickly, improving their efficiency and client satisfaction. Positive Impact Metrics: The feature led to a measurable increase in user retention, goal completion rates, and overall customer satisfaction.

Key Learning

Empathy in Financial Design: Simplifying complex financial data while maintaining transparency is critical to building user trust and engagement. Iterative Feedback: Regular testing and feedback loops with both users and advisors were instrumental in refining the design. Scalability: Designing for scalability ensured that the feature could be adapted for diverse user needs without compromising the core experience.

1. Research & Flow Chart Development

  • Conducted user interviews to identify pain points in financial goal planning.

  • Researched leading financial planning tools to establish UX best practices.

  • Created a detailed flow chart outlining the end-to-end user journey for the Saving Goals feature.

2. Low-Fidelity Wireframes

  • Developed initial wireframes to visualise the user flow and interface structure.

  • Incorporated insights from research to ensure the wireframes addressed key user needs and goals.

3. High-Fidelity Designs

  • Designed polished, high-fidelity screens with a clean and modern aesthetic, following NestEgg’s brand guidelines.

  • Integrated engaging visual elements like progress bars and motivational nudges to drive user engagement.

4. Handoff & Documentation

  • Delivered the final high-fidelity designs with a detailed handover file, ensuring clarity for developers.

  • Provided annotated design files and documentation to explain user flows, interactions, and design rationale for seamless implementation.

1. Research & Flow Chart Development

  • Conducted user interviews to identify pain points in financial goal planning.

  • Researched leading financial planning tools to establish UX best practices.

  • Created a detailed flow chart outlining the end-to-end user journey for the Saving Goals feature.

2. Low-Fidelity Wireframes

  • Developed initial wireframes to visualise the user flow and interface structure.

  • Incorporated insights from research to ensure the wireframes addressed key user needs and goals.

3. High-Fidelity Designs

  • Designed polished, high-fidelity screens with a clean and modern aesthetic, following NestEgg’s brand guidelines.

  • Integrated engaging visual elements like progress bars and motivational nudges to drive user engagement.

4. Handoff & Documentation

  • Delivered the final high-fidelity designs with a detailed handover file, ensuring clarity for developers.

  • Provided annotated design files and documentation to explain user flows, interactions, and design rationale for seamless implementation.

Summary Screen Layout (Unrealistic Goals Integration)

The Summary Screen has been enhanced to provide proactive feedback when a user's saving goals are unrealistic. This helps users make informed decisions and increases the likelihood of their success.

1

Progress Transparency

The familiar progress bar and details remain to maintain consistency and motivate users by showing their current status.

2

Warning Banner

A clear, yellow alert highlights potential issues with achieving the goal based on current spending and income patterns. This grabs attention without overwhelming the user.

3

Next Steps CTA

Direct links guide users toward optimizing their savings plan, ensuring seamless navigation and engagement.

4

Actionable Insights

Personalized suggestions, such as adjusting monthly transfers or enabling round-ups, empower users to optimize their plan effectively.

Outcome

Streamlined Goal Management: Users can effortlessly set and track multiple savings goals with clear milestones and real-time progress updates.

Enhanced User Engagement: Gamification elements like achievement badges and milestone celebrations increased user motivation to stick to their goals.

Advisor Efficiency: Financial advisors gained a powerful tool to offer tailored recommendations quickly, improving their efficiency and client satisfaction.

Positive Impact Metrics: The feature led to a measurable increase in user retention, goal completion rates, and overall customer satisfaction.

Key Learnings

Empathy in Financial Design: Simplifying complex financial data while maintaining transparency is critical to building user trust and engagement.

Iterative Feedback: Regular testing and feedback loops with both users and advisors were instrumental in refining the design.

Scalability: Designing for scalability ensured that the feature could be adapted for diverse user needs without compromising the core experience.

Next Project

Imagine.ıo

Next Project

Imagine.ıo