National Fin-Ed Platform

Making financial education accessible, free and fun.

“How do we build an enganging financial education hub?”

Client: National banking institution

Duration: 4 months

Role: UX Research, Workshop Facilitation, Instructional & interaction design

Challenge

📚 Organize educational material, content & functionalities
🖇️ Build scalable information architecture and user flows
🎢 Design interfaces that make learning digestible and engaging

Context

Context

Approach

Extensive workshopping to understand and co-organize the educational material
Implementing instructional design principles
Crafting scalable designs

Planning the feature roadmap based on business & development requirements
Mapping the user flows
Designing hi-fi UIs for mobile and desktop adjusted to the design system

Solution & Impact

👨‍👩‍👧‍👦 Double-themed Platform: Learning for students & adults

🛟 Guided Learning: A virtual guide helps students learn & explore
📈 Scalable Content:  The “LAB” section groups & grows with the content
🚀 Exploration & play
Learning through varied, bite-sized steps
❇️ Strategic Integrations: Aligned APIs, services & content from other client sites

👨‍👩‍👧‍👦 Double-themed Platform: Learning for students & adults

🛟 Guided Learning: A virtual guide helps students learn & explore
📈 Scalable Content:  The “LAB” section groups & grows with the content
🚀 Exploration & play
Learning through varied, bite-sized steps
❇️ Strategic Integrations: Aligned APIs, services & content from other client sites

Process

Discovery Workshop

Facilitating a session to set objectives & co-create directions.

10 Stakeholders

4 objectives

Discovery Workshop

Setting objectives & co-creating directions.

10 Stakeholders

4 objectives

Information Architecture

Optimize content distribution & navigation
Understand mental models of kids & adults
Create a scalable structure for future content

Making onboarding & booking a priority

Wireframe

Layouts, quizzes, calculators, article pages, glossaries and everything under the sun

Ideate & design

Review & refine UIs with visual designers

1. Discovery Workshop
Facilitating a session to set objectives & co-create directions.
10
Stakeholders
4
objectives
1. Information Architecture
Optimize content distribution & navigation
Understand mental models of kids & adults
Create a scalable structure for future content
1. Wireframe
Layouts, quizzes, calculators, article pages, glossaries and everything under the sun
1. Ideate & design
Review & refine UIs with visual designers
1. Discovery Workshop
Facilitating a session to set objectives & co-create directions.
10
Stakeholders
4
objectives
1. Information Architecture
Optimize content distribution & navigation
Understand mental models of kids & adults
Create a scalable structure for future content
1. Wireframe
Layouts, quizzes, calculators, article pages, glossaries and everything under the sun
1. Ideate & design
Review & refine UIs with visual designers
1. Discovery Workshop
Facilitating a session to set objectives & co-create directions.
10
Stakeholders
4
objectives
1. Information Architecture
Optimize content distribution & navigation
Understand mental models of kids & adults
Create a scalable structure for future content
1. Wireframe
Layouts, quizzes, calculators, article pages, glossaries and everything under the sun
1. Ideate & design
Review & refine UIs with visual designers
1. Discovery Workshop
Facilitating a session to set objectives & co-create directions.
10
Stakeholders
4
objectives
1. Information Architecture
Optimize content distribution & navigation
Understand mental models of kids & adults
Create a scalable structure for future content
1. Wireframe
Layouts, quizzes, calculators, article pages, glossaries and everything under the sun
1. Ideate & design
Review & refine UIs with visual designers

Learnings

🧭 Early definition of content strategy is a major catalyst
🔦 Look at people not just metrics to understand engagement
🧮 Progressive disclosure, gamification and nudge theory are crucial for educational UX
✏️ Leverage UX writing & micro-copy to build character and guide users

National Fin-Ed Platform

“How do we build an enganging financial education hub?”

“How do we build an enganging financial education hub?”

“How do we build an enganging financial education hub?”

Challenge

Context

Context

Approach

Solution & Impact

Solution & Impact

Process

Discovery Workshop

Facilitating a session to set objectives & co-create directions.

10

Stakeholders

4

objectives

Discovery Workshop

Setting objectives & co-creating directions.

10

Stakeholders

4

objectives

Information Architecture

Optimize content distribution & navigation

Making onboarding & booking a priority

Making onboarding & booking a priority

Wireframe

Layouts, quizzes, calculators, article pages, glossaries and everything under the sun

Ideate & design

Discovery Workshop

Facilitating a session to set objectives & co-create directions.

10

Stakeholders

4

objectives

Information Architecture

Optimize content distribution & navigation

Wireframe

Layouts, quizzes, calculators, article pages, glossaries and everything under the sun

Ideate & design

Learnings

Learnings

Next Project

Next Project

Next Project