onboard4.jpg

Journey

 
eatt.png

Journey is a financial planning tool created as an intern portfolio project by Team E.A.T.T (Eat All The Tacos).
Journey pushes the connection between young people and finances, and encourages healthy financial
habits through the guidance and help of financial consults.

In order to understand our members problems, we conducted research via an interactive game. In our game, we asked players to rank their attitudes and behaviors regarding financial anxiety. In addition, they were also questioned about potential features/ideas that could alleviate financial anxiety.

game.png

The Problem

Finances are typically viewed as a source of stress, worry, and anxiety. People want to worry less about their finances, but do not know how to approach them.

How might we help millennials define their lifestyle goals for the future?

attitudes.png

We decided that we wanted our idea to tackle the problem that currently affects many young people when considering their finances: finances are too much and too confusing. So many uncertainties come with the future: How will I pay for higher education? How do I take out a loan? What is a loan? What do I do for retirement?

All of these questions force such a long term and big picture view on finances that they become overwhelming and too hard to deal with. We wanted our roadmap to focus on making small, easily achievable goals that eventually lead to larger ones.

sana2.png

After developing our personas and using them to navigate our concept, we began developing hi-fidelity screens for our final project.

Takeaways

Before coming to USAA for an internship, I was very unaware of the way people handled their finances, how banks worked together with their members to help them, and what "finances" really meant. This portfolio project was extremely eye-opening to me of what the design process from start to finish is like, from research to hi-fi prototypes. Overall, I really enjoyed this project and I'm very glad to have worked with such a great team of interns and coordinators who made this possible!

Thanks for reading through my process :)

Journey created by Michelle Tamir, Jenn Lee, Nolan Canady, and Brandon Anderson.