Finance
Making Finance Accessible for Children
A bank transforms its financial education for kids, ditching boring paper for a fun, interactive app with a cool mascot.
Due to NDA, any client names have been removed and the designs have been altered.
Challenge
The bank's existing paper-based financial education materials failed to engage modern children, who perceive them as tedious homework. My task was to revitalise this content, making it appealing and relevant within a digital-first environment.
Outcome
To solve this, the bank needed to modernise their approach. I transformed their existing materials into a fun, interactive app experience. Kids now learn about finance through engaging games and activities guided by a friendly mascot, sparking their interest in saving and money management.
Skills & Tools
Adobe XD
Mural
UI/UX Design
Paper Prototyping
Hi-Fidelity Prototypes
Design Thinking
Workshop Facilitation
Client Engagement
Exploratory Research
Extensive research was carried on the bank's existing offerings:
Current banking app.
Branding.
The different bank accounts they offer across a broad range of ages.
Educational materials which encompasses both digital and paper-based materials.
User Research + Design Thinking Workshop
Interviews with parents and children were carried out, delving into learning preferences and parental support for financial education.
The outputs from the interviews, helped enrich a Design Thinking workshop with the client. In this workshop, the following activities were performed:
Persona Creation: Representative Personas of parents and children were created. These personas captured their characteristics, frustrations and frustrations and opportunities with a focus on the current landscape of finance education for younger audiences.
Big Ideas: This activity allows for ideation without constraints. Clients, facilitators, and any workshop members can freely put ideas onto the board without a worry for feasibility or cost. This encourages innovative and interesting ideas that would otherwise be dismissed in an ordinary setting.
Prioritisation Grid: A final activity, is used in conjunction with the Big Ideas activity to prioritise ideas. Workshop members will vote for their favourite ideas in respect to impact to the user and feasibility. These ideas will then be places on a prioritisation grid based on their votes. The grid is segmented into three sections, saver for later, big bets and no brainers.
Ideally, the client will want to choose an idea from big bets, as the competition is likely already focusing on the the no brainers and big bets can set them apart.
