Xillion Money Score: Your Financial Health Snapshot
Team:
Sana (Me): Product Designer
Gagan : Founder
5 Developers
Impact
Designed and launched 4 products.
Developed comprehensive marketing materials.
Tools:
Figma
Adobe Photoshop
Adobe XD
Duration
July 2022 - January 2023
A Bit About Personal Finance
Managing Money
Once we start earning money we need to start figuring out how to manage it (aka budgeting, investing, 401Ks etc). There are so many different courses of action you can take and a multitude of financial information out there to sift through.
Going Through Information
Coming up with a sound financial plan will often require extensive research and may leave you even more confused than before.
Xillion Makes It Easy
Xillion gives its customers all the tools they need to make the best personal financial decisions without having to spend hours learning about finance.
Xillion Money Score
The Xillion Money Score provides a comprehensive assessment of financial health. By answering a few questions, users receive a personalized score that highlights financial strengths and areas for improvement. This powerful tool empowers users to make informed financial decisions and accelerate progress towards their goals.
Project Goals
Enhance the Xillion Money Score quiz experience by:
01
Increasing engagement through a dynamic and interactive format.
02
Streamlining the quiz process for faster completion.
03
Implementing gamification elements to boost completion rates.
My Role
As a contract product designer at Xillion, I contributed to a wide range of projects, including product design, customer research, and marketing materials. With a focus on three product redesigns, one low-fidelity prototype, and multiple marketing deliverables, I demonstrated versatility and design leadership. On the Money Score project, I assumed full ownership of the redesign, from conceptualization to initial development support.
Thorough Product Analysis
To gain a deep understanding of the existing Money Score product, I conducted a thorough examination. This included a meticulous review of internal documentation detailing the scoring algorithm, followed by an in-depth analysis of customer interview data. To gain firsthand experience, I personally completed the Money Score quiz, evaluating the user experience and identifying potential areas for improvement. Here is the old money score design:
Product Vision & Design Direction
To align the Money Score quiz with the broader company vision, I engaged in in-depth discussions with the CEO. A shared emphasis on creating a delightful and engaging user experience emerged as a core objective. To achieve this, we explored a gamified puzzle approach, drawing inspiration from the intuitive design of TurboTax. This strategic direction laid the foundation for the redesign process.
Iterative Design Process
To establish a strong visual foundation, I developed multiple layout iterations. Through collaborative feedback, the final design effectively balanced user needs and business objectives.
Incorporating Gamification
To enhance user engagement, I infused gamification elements into each quiz question. By incorporating visually appealing and interactive components, the redesigned experience aimed to increase user satisfaction and motivation.
Design Version 1: Account Connectivity & Personalized Experience
The initial Money Score redesign accommodated two primary user flows: account-connected and account-unconnected. By integrating account data, we enhanced accuracy and personalization while providing a streamlined experience for users who prefer to manually input information.
Mobile - First Design Adaptation
In response to shifting user behavior towards mobile devices, the product strategy pivoted to a mobile-first approach. This necessitated significant adaptations to the Money Score redesign, including replacing the puzzle element with a progress bar to optimize the mobile experience. The focus going forward is on creating exceptional mobile experiences and scaling them effectively to desktop platforms.
User Validation & Positive Reception
Despite implementation challenges, the redesigned Money Score concept resonated strongly with users. The emphasis on engagement and gamification proved successful, as evidenced by overwhelmingly positive feedback and a Product Hunt score of 114 upvotes.
Sairam Shanmuganathan
Easy to use product for money management. Has better visibility for tracking and improving our finances.
Adhithyan Sampath
Best aide in personal finance management
Overcoming Challenges & Fostering Growth
Initially facing a steep learning curve within the unfamiliar fintech domain, I diligently acquired domain expertise through in-depth research and customer interaction. Overcoming design challenges necessitated a growth mindset, resilience, and a willingness to iterate. Adapting to the fast-paced sprint workflow and aligning design decisions with product functionality were pivotal in developing a comprehensive skill set. This experience has significantly expanded my design capabilities and adaptability.
Thanks For Reading!
Xillion Money Score: Your Financial Health Snapshot
Team:
Sana (Me): Product Designer
Gagan : Founder
5 Developers
Impact
Designed and launched 4 products.
Developed comprehensive marketing materials.
Tools:
Figma, Adobe Photoshop, Adobe XD
Duration
May 2023 - November 2023
A Bit About Personal Finance
Managing Money
Once we start earning money we need to start figuring out how to manage it (aka budgeting, investing, 401Ks etc). There are so many different courses of action you can take and a multitude of financial information out there to sift through.
Going Through Information
Coming up with a sound financial plan will often require extensive research and may leave you even more confused than before.
Xillion Makes It Easy
Xillion gives its customers all the tools they need to make the best personal financial decisions without having to spend hours learning about finance.
Xillion Money Score
The Xillion Money Score provides a comprehensive assessment of financial health. By answering a few questions, users receive a personalized score that highlights financial strengths and areas for improvement. This powerful tool empowers users to make informed financial decisions and accelerate progress towards their goals.
Project Goals
Enhance the Xillion Money Score quiz experience by:
01
Increasing engagement through a dynamic and interactive format.
02
Streamlining the quiz process for faster completion.
03
Implementing gamification elements to boost completion rates.
My Role
As a contract product designer at Xillion, I contributed to a wide range of projects, including product design, customer research, and marketing materials. With a focus on three product redesigns, one low-fidelity prototype, and multiple marketing deliverables, I demonstrated versatility and design leadership. On the Money Score project, I assumed full ownership of the redesign, from conceptualization to initial development support.
Overcoming Challenges & Fostering Growth
Initially facing a steep learning curve within the unfamiliar fintech domain, I diligently acquired domain expertise through in-depth research and customer interaction. Overcoming design challenges necessitated a growth mindset, resilience, and a willingness to iterate. Adapting to the fast-paced sprint workflow and aligning design decisions with product functionality were pivotal in developing a comprehensive skill set. This experience has significantly expanded my design capabilities and adaptability.
Thorough Product Analysis
To gain a deep understanding of the existing Money Score product, I conducted a thorough examination. This included a meticulous review of internal documentation detailing the scoring algorithm, followed by an in-depth analysis of customer interview data. To gain firsthand experience, I personally completed the Money Score quiz, evaluating the user experience and identifying potential areas for improvement. Here is the old money score design:
Product Vision & Design Direction
To align the Money Score quiz with the broader company vision, I engaged in in-depth discussions with the CEO. A shared emphasis on creating a delightful and engaging user experience emerged as a core objective. To achieve this, we explored a gamified puzzle approach, drawing inspiration from the intuitive design of TurboTax. This strategic direction laid the foundation for the redesign process.
Design Version 1: Account Connectivity & Personalized Experience
The initial Money Score redesign accommodated two primary user flows: account-connected and account-unconnected. By integrating account data, we enhanced accuracy and personalization while providing a streamlined experience for users who prefer to manually input information.
Click here if you want to see my designs in detail
Incorporating Gamification
To enhance user engagement, I infused gamification elements into each quiz question. By incorporating visually appealing and interactive components, the redesigned experience aimed to increase user satisfaction and motivation.
User Validation & Positive Reception
Sairam Shanmuganathan
Easy to use product for money management. Has better visibility for tracking and improving our finances.
Adhithyan Sampath
Best aide in personal finance management
In response to shifting user behavior towards mobile devices, the product strategy pivoted to a mobile-first approach. This necessitated significant adaptations to the Money Score redesign, including replacing the puzzle element with a progress bar to optimize the mobile experience. The focus going forward is on creating exceptional mobile experiences and scaling them effectively to desktop platforms.
Mobile - First Adaptation
In response to shifting user behavior towards mobile devices, the product strategy pivoted to a mobile-first approach. This necessitated significant adaptations to the Money Score redesign, including replacing the puzzle element with a progress bar to optimize the mobile experience. The focus going forward is on creating exceptional mobile experiences and scaling them effectively to desktop platforms.
Thanks For Reading!
Iterative Design Process
To establish a strong visual foundation, I developed multiple layout iterations. Through collaborative feedback, the final design effectively balanced user needs and business objectives.
