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Overview
Background
Process OverviewDesign Process
User Research
Competitive Audit
Opportunity
Iteration / Feedback
Usability Testing
Final Solution
Learnings
Nav.It: Financial Journey
Nav.It is a financial management product guiding young adults to build financial health and management confidence by integrating mindfulness.
I was a product designer on this team for 6 months in which I discovered, iterated, implemented Financial Journey feature.
Designs and increased user engagement by Designs raised for Nav.It to hire in-house developers.
I was a product designer on this team for 6 months in which I discovered, iterated, implemented Financial Journey feature.
Designs and increased user engagement by Designs raised for Nav.It to hire in-house developers.
Timeline
6 months
6 months
Tools
Process
User research
Usability testing
Design system
Prototyping
User research
Usability testing
Design system
Prototyping
Team
Victoria Liang (UXD)
Hannah Mei (UXD)
Paul Campbell (PM)
Toby Miller (Dev)
Daniel Trotter (Dev)
Kaitlyn Ranze (UX Writer)
Kayden Maier (Customer Success)
Victoria Liang (UXD)
Hannah Mei (UXD)
Paul Campbell (PM)
Toby Miller (Dev)
Daniel Trotter (Dev)
Kaitlyn Ranze (UX Writer)
Kayden Maier (Customer Success)
Role
Lead product designer
Lead product designer
Timeline
6 months
6 months
Tools
Skills
User research
Usability testing
Design system
Prototyping
User research
Usability testing
Design system
Prototyping
Team
Victoria Liang (UXD)
Hannah Mei (UXD)
Paul Campbell (PM)
Toby Miller (Dev)
Daniel Trotter (Dev)
Kaitlyn Ranze
(UX Writer)
Kayden Maier
(Customer Success)
Victoria Liang (UXD)
Hannah Mei (UXD)
Paul Campbell (PM)
Toby Miller (Dev)
Daniel Trotter (Dev)
Kaitlyn Ranze
(UX Writer)
Kayden Maier
(Customer Success)
Background
Business Opportunity
Nav.It has a unique mission of incorporating mindfulness practices into building financial health. By better streamlining the two, Nav.It can stand out from competitors as a way to
User Problem
How might we enhance users' financial well-being by tracking mindfulness and fostering healthy habits?
Process Overview
User Research
There was a lack of current perspectives in the space I was designing for. As a designer, I pushed to do research to gain confidence and mitigate the gap.
From conducting and, I noticed young individuals who
From conducting and, I noticed young individuals who
The Opportunity to Build Healthy Spending Habits
Most users associate negative feelings towards their finances and feel unconfident and dissatisfied with their current financial status and management methods. So, I saw this as an opportunity to help them improve their financial wellness using Nav.It.
Competitive Audit
Nav.It did not have user financial information on the home screen which was a major problem in providing effective services to users. So, I looked at competitors to figure out what are the essential features and user flows that make a financial management app successful.
Here are things I observed as successful in other products for user engagement:
With further research looking at published studies, . Gamification will help Nav.It stand out from competitors to be approachable, educational and helpful in increasing user financial wellness and confidence.
Redesigning the Home Screen
After conducting a thorough audit of competing products, we identified the need for nav.it to make a strong initial impression on users, fostering trust and increasing engagement. Consequently, we've decided to begin by addressing the home page, as user feedback has indicated confusion with the current design.
was the best course of action.
was the best course of action.
Iteration and Feedback
Identified Opportunities for Home Screen
To rework the experience of the native app, we wanted it to succeed at the following things:
Through iterative exploration rounds, we gathered feedback from 20 users and made data-driven decisions to refine the optimal solution.
Visual Optimization Exploration
Concept brainstorming
"Financial Journey" Prioritization
Progress Tracking Exploration
Function Differentiation
Incentivization Exploration
Achievements
Usability Testing
Our Users Value:
Financial Journey (FJ) Guide
Our users found this helpful in guiding them to build good financial habits.
Usability Heuristics: Match between system and the real world.
Rather than using convoluted language and financial terms, the redesign uses everyday language to explain flows.
Usability Heuristics: Match between system and the real world.
Rather than using convoluted language and financial terms, the redesign uses everyday language to explain flows.
Financial Journey (FJ)
Users liked that they're able to see the list of tasks they completed / have yet to complete and see their plants grow as they progress through different levels.
(Note: Financial content advised by Nav.It Finance Expert)
(Note: Financial content advised by Nav.It Finance Expert)
Mindfulness Journey:
Watering Goal Guide
Users can now experience the clear integration of mindset reflection in building financial habits: observing trends between mindset states and spending habits.
Usability Heuristics: Help and documentation.
Listing out essential steps for users to take makes their navigation process easier.
Usability Heuristics: Help and documentation.
Listing out essential steps for users to take makes their navigation process easier.
Watering Goal Level Up
Users feel more confident and encouraged when they reach their goals and level up.
Journey Map
To help users visualize their progress.
Achievements
Users gain a sense of confidence and achievement when looking at their collection!
Show Off Achievements
Allowing users to change the display of their trees based on their achievements instills a sense of accomplishment when they see it displayed.
KPI Impact
Retention, onboarding, acc. connectivity rate increased by 100-150%.
