Project Overview

KLI is a user experience (UX) research and customer experience (CX) service design agency with 15 years of serving over 150 clients in all industry segments across Fortune 1000s, including Amazon, Roku, Bose, and Google. Our shared purpose is to advise companies on their customer experience (CX) so that we make a difference through better-designed products and services.

Many college students suffer from unhealthy financial behaviors. At the same time, financial literacy tools are not engaging them effectively, as seen in low adoption rates and limited impact. The main goal of this project is to increase financial literacy and promote healthy financial behaviors for college students by conducting research and creating solutions to promote beneficial financial habits.

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Skills

User Research
Literature Review
Design Workshops
Sketching
Interviewing
User Testing / Usability Test
Wireframing
Competitive Analysis

Team

Me
Neda Rahimi
Jack Gerber
Brynn Davis
Linh Pham
Logan Carter
Max Stahl
Kara Pearson
Egan Homeric

Timeline

August 2024 -December 2024

Created and Conducted Workshops

Created the protocol for workshops and collaborated with the user group to come up with design solutions

Created Mock-ups in Figma

Used Figma to create iterative designs (lo-fis, mid-fis, and hi-fis) for our final solution

Led Meetings with Stakeholders

Communicated with sponsors over zoom to showcase ideas/ methods for feedback and open discussions

Conducted & Created Usability Tests

Formulated interview protocols and utilized them during interviews with participants

My Contributions

Current Experience

How the information is presented in banking apps is not targeted towards college students. There is also not many AI tools within the banking apps most college students use so, they have to download additional apps to reach their goals.

*Chase Bank app

What do college students know about financial literacy?

To answer this question we conducted a literature review, user interviews, and created a user persona to walk us through the experience of college students when using a banking app.

Final Design

Our solution would be a tool integrated into existing banking apps so that users do not have to download another app on their phone they are unlikely to open. Our tool makes it clear that AI is being used to build trust with the user and make their banking experience easier.