Desktop/mobile design

BECU: Financial Health Pilot

Platform restructuring

Problem statement

The aim of the Financial Health Pilot is to empower members to manage their financial goals effectively while building trust and encouraging long-term engagement.  

Design question

How can we help users better understand the content of the Financial Health Pilot based on their own mental models?

Research

Conducted a workshop with a few members of the Financial Health team.

Site map

Created an initial draft of the site map, visualizing the common mental model of a paycheck-to-paycheck member as they navigate through our website.

Design iterations

With a timespan of two weeks, worked through multiple iterations of how the platform could be restructured to better fit our members' mental model.

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