Since launch, Money Score completion rates have increased by 27%, and customers have reported significantly improved comprehension and satisfaction with the product. Although my role at Xillion has concluded, I remain connected to the team and continue to receive positive feedback on the Money Score and my broader design contributions. As Xillion grows, Money Score remains a key entry point for users and a cornerstone of the platform's mission to make personal finance approachable and empowering.
During development, the team decided to shift the platform’s focus to a mobile-first experience, as data showed the majority of users were accessing Xillion on their phones. This strategic pivot impacted the implementation of my designs—a few gamified elements had to be adapted or simplified to better fit mobile constraints while preserving the core user experience.
During development, the team decided to shift the platform’s focus to a mobile-first experience, as data showed the majority of users were accessing Xillion on their phones. This strategic pivot impacted the implementation of my designs—a few gamified elements had to be adapted or simplified to better fit mobile constraints while preserving the core user experience.
Incorporating feedback from the design review, I refined the Money Score experience and developed a high-fidelity design in Figma, ready for handoff to development.
We want to show progress on top
The team wanted to display the progress bar on the top of the page so users can easily see where they are in the quiz.
Adding + Altering Gamification
The team loved the gamification elements and wanted to add more of them. They did want me to alter some of them due to development constraints.
After completing the initial designs in Figma, I presented them to the Xillion team for a collaborative design review.
Here is the feedback I received:
After gathering insights through user research and interviews, I created initial design concepts in Figma to explore layout, structure, and visual style. The goal was to reimagine the Money Score experience in a way that felt more intuitive, engaging, and informative. These early iterations helped guide team discussions and set the foundation for the final design direction.
To better understand the Money Score experience and explore potential design directions, I conducted interviews with existing Xillion users. These conversations helped surface key pain points, user expectations, and motivations. I also spoke with the CEO to align on the product vision and ensure that any redesign would support both user needs and business goals.
Here were the main insights:
Here are some of the key problems I found:
Click here to see my designs in detail.
Before jumping into design, I took time to understand how the existing Money Score experience worked behind the scenes. I reviewed internal company documents (not shown here due to privacy concerns) to learn how the score is calculated and what criteria are used.
Next, I analyzed past customer interviews and took the Money Score quiz myself to evaluate the current user journey—from onboarding to final results. This helped me identify friction points, uncover usability issues, and highlight areas for improvement.
To better understand our users and the challenges they face in personal finance, I reviewed existing user research, conducted interviews, and explored relevant online resources. Here's what I found:
RESEARCH
As a contract Product Designer at Xillion, I contributed to both new and existing products—leading customer interviews, participating in team design jams, and creating marketing content. I owned the end-to-end design process for three products, created lo-fi designs for one additional product, and delivered 10+ social media and marketing assets.
For this project, I was the sole Product Designer responsible for the complete redesign of the Money Score experience—from research to final handoff. I also supported the development team during the initial implementation phase.
The original money score product was a static quiz that was somewhat unstructured and time consuming, often left incomplete by 52% of customers. The following were the main goals for this project:
The Xillion Money Score is a patent-pending algorithm that shows you how well you handle your finances. Like a credit score, customers answer a few questions and provide some information about their finances to get a score. Based on that score, they will get a clear idea of their current financial knowledge and understand what areas they need to improve in to reach financial freedom. The Xillion Money Score is a cornerstone product on the platform and one of the first places we direct new customers to.
NEXT STEPS + REFLECTION
DESIGN + IDEATION
Despite the tools available, personal finance remains a confusing space—nearly 60% of Americans struggle with basic financial literacy. Here's why:
Xillion is an intuitive straightforward wealth management platform that helps users take control of their financial lives with clarity and confidence.
I joined the team to reimagine one of its core features—the Money Score. While Xillion offered valuable insights and tools, we noticed users weren’t fully engaging with the experience. Many dropped off before unlocking the full value of their financial data.
I redesigned the Money Score to make it more intuitive, engaging, and sticky—transforming it from a passive feature into a dynamic, motivating part of the platform.
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