Upwise from MetLife is a financial wellness app that supports users in balancing day-to-day financial needs with long term planning. The app is offered to users with MetLife benefits packages. In collaboration with the design and product team, I led the design efforts for the app home page, graphs, new student loan calculator feature, financial insights feature, and visual design refresh including illustrations.
The user sees the budget and spend graphs after linking a financial account and creating a budget. The original graphs were dark and users had difficulty distinguishing between the two graphs. My solution was to introduce a pill navigation clearly labeling the graphs and indicating to the user where they were in the interface. I also re-designed the graphs in a lighter color palette and modified the budget graph to a dial to indicate clearly to the user whether they were over, at or under budget.
Following re-design of the home page graphs, user retention after 60-days increased from 3% to 9% between August 2022 and October 2022.
Exploration of spend and budget graph visualizations.
I selected a subset of the brand colors and contributed sets of modular illustrations to the library referencing financial and insurance concepts.
Re-design of app login page to match refreshed color palette.
Users receive a link to download Upwise through their employer emails and the original app download page included app store download buttons only. In collaboration with product and marketing, I re-designed a responsive landing page to reduce friction in the transition from a work computer to mobile phone. Following the re-design, there was a 57% increase in app registrations between August and October 2022.
Approximately 45-million, or 1/7 Americans have student loan debt. We identified an opportunity to help our users consolidate their loans and reduce monthly payments. Users struggle to evaluate their options because the federal qualification process is highly complex.
Following a process of empathize, research, ideate, design, prototype, and test, I designed an in-app student load calculator. The calculator significantly increased new user registrations during March 2023 and 77% of users who begin the process complete the full calculator flow.