Broad investment platform with guidance on managing risks, personalized insights and current trends.
Kathy is motivated to expand her knowledge beyond traditional savings and explore investment opportunities for long-term financial independence.
Expectations
Motivation
Product Designer
Kathy, 25
Interactive, easy to use educational resources that would explain important financial topics like credit score, budgeting, emergency fund, etc.
David aims to expand his knowledge of financial literacy to build strong financial habits that can help him out of college.
Expectations
Motivation
Student
David, 20
Hannah, 22
SMM Freelancer
Given self-employed status, Hannah wants to manage her savings efficiently in order to achieve financial security and control over her spendings.
A user-friendly budgeting interface with personalized insights and clear, accessible tools for easy setting and tracking savings goals.
Motivation
Expectations
User Persona