NERDWALLET DEBT


User goal:

Get out of personal debt.

Business goal:

80% of Americans are drowning under financial burdens. Getting out of debt is the No. 1 financial goal. Solving the problem is the best way to acquire and re-engage users.

Project vision:

80% of Americans are drowning under financial burdens. Getting out of debt is the No. 1 financial goal. Solving the problem is the best way to acquire and re-engage users.

Product Solution:

  • Diagnose my debt: A plan or strategy to save my interest and get out of debt faster
  • Keep me on track: Organize all my debts in one spot and track my debt progress
  • Help me pay off my debt faster: Recommend financial products to reduce my interest

Contribution:

Strategic planning, research, interaction design, and visual design.

Status:

Our team shipped Debt goal and Credit Builder goal. Both goals are the top 2 goals in terms of activation across all goals.

More Details:

Learn more about NerdWallet debt goal


NerdWallet Debt Desktop

NERDWALLET PERSONAL LOAN


User goal:

Qualify for the lowest possible rate for a personal loan.

Business goal:

Increase revenue from funded personal loans.

Product Solution:

Change the existing paradigm from the “Expedia” of loans to the “Kayak” of loans: One-stop shopping with five-minute pre-qualification. Redesign the data information for seamless apple-to-apple comparison for loan products on mobile devices.

Contribution:

Strategic planning, research, interaction design, and visual design.

Status:

Multiple releases since 2016.

Success Metrics:

1000-plus basis point increase on click-through rate with annual 250% revenue growth.

More Details:

Learn more about NerdWallet debt goal


NerdWallet Person Loan Desktop

Mint.com First Time Use module


User goal:

Provide a personalized financial experience to manage my money.

Business goal:

Users will complete the first time user experience and add a name and at least one bank account.

Product Solution:

First Time Use module which is geared to start a personal conversation and help users get started; Financial Snapshot module that highlights key financial indicators that users are interested in; Activity updates help users to plan their money better.

Contribution:

Strategic planning, interaction design, and visual design.

Success Metrics:

5% of users completed add bank accounts in 30 days.

Mint.com First Time Use module Desktop

DemandForce


User goal:

I am a small business owner and I need to keep the books full and avoid no-shows.

Business goal:

Increased engagement. Reduced no-shows. Raise the perception of DemandForce value.

Pain points:

  • I am a front office staffer. I am trying to understand the near-term priorities I should be focusing on in Demandforce
  • It’s difficult to find what I need to accomplish my tasks because Demandforce doesn’t present those clearly to me which makes me feel like Demandforce isn’t helping me be efficient

Product Solution:

"Tasks and notifications” is a cloud-based appointment management feature that helps users manage multiple appointments and notifications to keep the books full. This feature will increase front desk personnel’s performance.

Contribution:

Strategic planning, research, interaction design, and visual design.

DemandForce Desktop