Personal Finance Design (UI & UX)
Project scope
Categories
UI design UX design Graphic design Branding & style guides Financial servicesSkills
financial planning marketing user experience (ux) personal finance figma (design software) information architecture prototyping budgeting forecasting user interface (ui)In this project, we are going to design an application for users to track and manage their finances in a collaborative form such as within Friends or Family Contexts.
This project will push the edges of design within the financial space and introduce multi-player or multi-scenario contexts to a person's financial plan. Through the integration of Budgeting, Forecasting, and Accessibility we aim to help consumers make a strong financial plan even for those who don't invest!
This opportunity will translate into the final product and will be treated as a professional engagement with mentorship opportunities throughout.
- Learn and contribute to an Information Architecture of the Entire Application
- Learn Prototyping in Figma for Hand-Offs with the Marketing and Engineering Teams
- Interact with multi-stakeholders for continuous engagement through the project
- Conduct User Tests and review validation requirements and specifications for additional constraints when designing.
- Leverage Teams for 24/7 Q&A
- Learn & Leverage JIRA and Confluence for Project Tracking and Documentation
- Learn about the design lifecycle end to end including Product Manager and Engineering HandOff Stages.
- Engage in a Weekly Meeting with your assigned Mentor for Design Reviews and Other Discussions
- Additionally, students will have one-hour weekly mentorship for finance and budgeting education.
About the company
Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.
Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.
Now with Social Insights & Guilt-Free Spend Limits!
With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.