JPMorgan Chase has a well respected mobile app that displays several accounts all in one place. I used this existing functionality coupled with user research about savings goals and budgeting needs to compliment the current Chase app with a Financial Fitness feature. This gives users the ability to see their spending habits, how to work on them and use their new knowledge to save for short or long term goals.
To design a personal finance function for the Chase app that marries with the current design. To develop a relationship with current customers who use Chase products and enforce the idea of doing what’s right for customers.
Additional functions and features to enhance the current Chase mobile app.
user research, ux designer, ui designer
pen + paper
wanted to save and/or invest money
feel the impact of their non-essential purchases on their ability to save
buy meals out at least 1-2 times per week
used a computer or mobile app to keep their cash flow in order
can manage their finances but still seeking support or options to save/invest
The prototype was built in Sketch and used with several users to test the functionality and overall appeal of the Financial Fitness feature. A motion test built in After Effects was used to show the full features of the onboarding and adding a goal interactions.
Through user testing, I found that most people were interested in adding investment possibilities as a goal. Research and testing could be done around incorporating Chase’s existing investment feature (You Invest). I also found that users who had the Chase app on their phone were interested in the Spending Summary wheel and utilizing its functionality, so testing for possible functionality or alternate uses will be something to investigate. Overall, keeping the feature easy to use, transparent and also finding the path of least resistance is the focus for any update.