UX Design in Figma
Learn to Invest
In this project I was tasked with creating a design for social good. My main objective was to design a user-friendly platform that would empower individuals with little to no investment knowledge to confidently navigate the world of finance. To get started, I put myself in the shoes of the users, understanding their motivations, challenges, and the hurdles they face when it comes to learning about investing. This empathy-driven approach allowed me to gain valuable insights and clearly define the problem: the lack of accessible and engaging resources for those seeking to improve their financial literacy.
.png)
The Story
The Designer's Role
In this project, my role as a designer was to create a user-friendly platform that would empower individuals with limited investment knowledge to confidently navigate the world of finance. I immersed myself in the users' shoes, understanding their motivations, challenges, and the barriers they face when it comes to learning about investing. By empathizing with their needs, I gained valuable insights that allowed me to define the problem: the lack of accessible and engaging resources for those seeking to improve their financial literacy. Drawing upon my financial background, I aimed to simplify complex investment concepts and create an enjoyable and interactive learning experience.
Project Goal
The primary goal of this project was to bridge the gap between complex financial concepts and user-friendly design, providing individuals with a platform that makes investment education more accessible and relatable. By creating a user-friendly and intuitive design, the aim was to empower users to make informed financial decisions and improve their financial literacy. The overarching objective was to create a positive impact on individuals' lives by promoting financial understanding and confidence.
Target Audience
The target audience for this project was individuals with little to no investment knowledge who desired to enhance their financial literacy. This included a diverse range of users, from beginners to those with some familiarity with financial concepts. The design aimed to cater to their unique needs by providing clear explanations, interactive tools, and intuitive visualizations. The target audience sought a platform that would simplify complex investment concepts and make learning about finance more relatable and practical.
Key Challenges or Constraints
One of the key challenges in this project was simplifying complex investment concepts without oversimplifying or diluting their essence. Striking the right balance between clarity and accuracy was crucial to ensure users could grasp the fundamental principles of investing. Additionally, creating an engaging and intuitive design that catered to a wide range of users with varying levels of financial literacy presented its own set of challenges.
Research Study Details
To gain insights into the target audience's needs, motivations, and challenges, a research study was conducted. The study involved analyzing existing resources, conducting user interviews, and collecting feedback from individuals seeking to improve their financial literacy. This research study provided valuable insights that guided the design decisions and ensured the platform was tailored to the specific needs of the target audience.
Initial Design Concepts, Sketches, or Wireframes
During the ideation phase, initial design concepts, sketches, and wireframes were created. These visual representations incorporated real-life examples, interactive tools, and intuitive visualizations. The design concepts aimed to simplify complex investment concepts and make them more relatable and practical for users. Iterations and refinements were made based on user feedback and usability testing.
User Testing Results
User testing played a crucial role in refining the design and improving the user experience. Through usability tests and feedback from potential users, the design was iterated upon to address pain points, improve clarity, and enhance usability. The user testing results provided valuable insights that shaped the final design and validated its effectiveness in facilitating learning and empowering individuals in making informed financial decisions.
Mockups or High-Fidelity Prototypes of Final, Polished Designs
Based on the insights gained from user testing and iterative design processes, high-fidelity prototypes and mockups were developed. These showcased the final, polished designs that incorporated clear explanations, interactive tools, and intuitive navigation. The design aimed to create an engaging and accessible learning experience, boosting user confidence and knowledge retention. The final design was carefully refined to ensure it effectively facilitated financial education and empowerment.
A Little Extra
All Videos
Lesson 1 - Introduction
Lesson 2 - Basics of Investing
Lesson 3 - Setting Financial Goals
Lesson 4 - Understanding the Stock Market
Visual Aid
Taking the project to new heights, I embarked on an exciting extension of my design capabilities. Building upon the foundations of the website and mobile app, I delved into the realm of visual lesson plans for each of the 7 essential lessons. Harnessing the power of cutting-edge AI tools, I introduced six instructors to enhance the learning experience, delivering information in a captivating and polished manner for users.
The integration of video adds an immersive dimension to the learning journey. Each lesson becomes a dynamic exploration, combining visuals, graphics, and AI-generated instructors to guide users through the intricacies of investing. This innovative approach not only simplifies complex concepts but also elevates engagement and retention, ensuring that users not only learn but truly comprehend.
The AI-generated instructors were chosen to strike the perfect balance between professionalism and relatability. These virtual guides provide a seamless learning experience, presenting information with clarity and enthusiasm that resonates with users. Their interactive presence brings the learning material to life, fostering a connection that makes the educational journey not just informative, but enjoyable.
As a result, the video lesson plans take financial education to a new level of sophistication and accessibility. By combining intuitive design with the power of AI, this extension of the project offers a holistic and dynamic learning experience. It's more than just a lesson; it's an immersive exploration of the world of finance, guided by AI companions designed to make learning engaging, efficient, and impactful.
Thank you for joining me on this remarkable journey as I took a deep dive into a design for social good unveiling the future of financial education. Learn to Invest UX design is a testament to the boundless possibilities of design and technology coming together to empower individuals in their pursuit of financial literacy.