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:
NerdWallet is the go-to app for people with debt. People in debt often feel insecure. We want to give financial control back to users by offering clarity about their cash flow. Once we take users out of the financial downward spiral, we provide a sustainable effort to reduce their interest.

Solution:

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.

Learn more about NerdWallet debt goal

NERDWALLET PERSONAL LOAN


User goal:
Qualify for the lowest possible rate for a personal loan.

Business goal:
Increase revenue from funded personal loans.

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.

Learn more about NerdWallet personal loan

Mint


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.

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.

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

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:

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.