Improving financial literacy application for young people

How it works

  1. Pick a topic on personal finance

  2. Choose a category within that topic

  3. Choose a subcategory within that category

  4. Earn points for each completed subcategory

  5. Trade in your points for ‘dough’ (money)!

*Please click on the expand button within the bottom bar of the video to enlarge the screen and see the designed experience more closely

Sign in process

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  • Logo screen

  • Sign in screens

  • Loading animation

Lets take a closer look…

Creating an account

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  • Usability questions

  • Allow notifications pop-up

  • Creating a profile

  • Connecting your bank

  • Meeting character helper, Toast!

More detail of how it works

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  • All topics on home screen

  • Categories per topic

  • Subcategories once selecting a category

Example of choosing a subcategory

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  • What learning a subcategory within the app would look like

  • How a user would answer questions

  • How Toast, the character helper, would help and give tips along the way

  • How a user would complete a subcategory and earn points

How to cash in points for money

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  • How a user would cash in their points into money. In this case, be direct deposited into their checking account

Where is the money coming from?

- Users will receive this money value from their bank, acting as something similar to cash rewards. Through the onboarding process, users can set up direct deposit or link to their Venmo.

- This is a benefit for the bank as a long-term investment. If their customers are educated, they will make better decisions and ultimately make more money, making the bank more money. Additionally, building a trustworthy and loyal relationship with a customer for life at a young age.