Plata

Plata

Client

Design Studio Class (SAIT)

Year

2024

Tools

Figma, FigJam, Google Forms

Year

2024

Tools

Figma, FigJam, Google Forms

A mobile app designed to help Gen Z achieve financial literacy.

A mobile app designed to help Gen Z achieve financial literacy.

Plata Hero Image
Plata Hero Image
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Plata Hero Image
Overview

Gen Z will be a third of the world's population and 27% of the workforce. But despite their potential, nearly half of them are financially illiterate. We found that Gen Z aren't looking for another crash course, or a financial advisor. They're looking for financial advice that is relatable, easy to understand, and simple.

Client

Design Studio Class (SAIT)

Industry

Finance

Service

UX / UI Design

Duration

12 Weeks

The Solution
The Solution

A mobile app designed to help Gen Z achieve financial literacy.

The Problem
The Problem

How might we help Gen Z build financial confidence by making budgeting, saving, and investing more accessible, relatable, and easy to understand?

User Research


Surveys +
Secondary Research

User Research

Surveys +
Secondary Research

User Research


Surveys +
Secondary Research



I led the direction and guidance of survey questions on Google Forms to gather & analyze quality/quantitive data from
39 participants.


I led the direction and guidance of survey questions on Google Forms to gather & analze quality/quantitive data from 39 participants.



I led the direction and guidance of survey questions on Google Forms to gather & analyze quality/quantitive data from
39 participants.

66.7%

of 39 respondents face hurdles in attaining financial literacy


01

1/3

of Gen Z will make up the global population


1/2

of Gen Z lack the necessary financial literacy, fuelling the cycle of financial instability.


01

Pain Points
Pain Points


Users struggle to distinguish accurate financial advice from misinformation.

Users feel financial literacy is too dense, or filled with jargon.

Users don’t know where to start, and simply learn through their friends or family.

Credibility, Complexity, and don't know where to start.

Pain Points
Credibility, Complexity, and don't know where to start.

Preferences for Content Delivery
Preferences for Content Delivery

72.2%

of survey responders seek relatable examples


01

92%

of survey responders prefer short videos and interactive modules.


01

The Gen Z audience show limited engagement with traditional sources like school or financial advisors.

The Gen Z audience show limited engagement with traditional sources like school or financial advisors.

The Gen Z audience show limited engagement with traditional sources like school or financial advisors.

Defining Desired App
Features

What had the most impact? What was
feasible?

Defining Desired App Features


What had the most impact? What was feasible?

Defining Desired App
Features

What had the most impact? What was
feasible?

📍 Budgeting Tools - 87.2% of respondents

📍 Personalized Advice - 76.9% of respondents

📍 Interactive Learning Modules - 66.7% of respondents


📍 Budgeting Tools - 87.2% of respondents

📍 Personalized Advice - 76.9% of respondents

📍 Interactive Learning Modules - 66.7% of respondents

User Flow
User Flow

Due to the time constraints I focused on creating the onboarding user flow,
wire-frame, and high-fidelity prototype.

Due to the time constraints I focused on creating the onboarding user flow,
wire-frame, and high-fidelity prototype.

Low-fidelity wireframes
Low-fidelity wireframes

Once completed these would eventually be the foundation of my high fidelity.

Once completed these would eventually be the foundation of my high fidelity.

High-fidelity wireframes
High-fidelity wireframes

The intention here is to motivate users to complete their onboarding, and of course provide the data that would help personalize the content that is
resonates most.


The intention here is to motivate users to complete their onboarding, and of course provide the data that would help personalize the content that is
resonates most.


If I had more time…
If I had more time…
If I had more time…


User Testing at the low-fidelity stage to understand/validate whether I was on the right track.

Explore more ways to make onboarding more fun while still adhering to WCAG standards.

Co-design sessions with survey participants to understand key design patterns.

User Testing at the low-fidelity stage to understand/validate whether I was on the right track.

Explore more ways to make onboarding more fun while still adhering to WCAG standards.

Co-design sessions with survey participants to understand key design patterns.

PORTFOLIO

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CHECK OUT SOME MORE

CHECK OUT SOME MORE

CHECK OUT SOME MORE