WIZELY

Empowering young adults to afford their aspirational lifestyles

Empowering young adults to afford their aspirational lifestyles

THE PROBLEM

Conventional financial advice tells young people to save and invest and then use their money to live a happy retired life at 65. However, more and more young people want to be able to enjoy their money while they're young and live their aspirational lifestyle.

THE OPPORTUNITY

How might we help young adults responsibly afford their aspirational lifestyles?

MY ROLE

Product Design Intern

PROJECT TYPE

Redesign

DISCIPLINES

UI Design, Prototyping, User Interviews, Usability Testing

PLATFORMS

iOS & Android Mobile App

IMPACT

+300%

+300%

Total users

Total users

+$10

+$10

Avg save transaction value

Avg save transaction value

+$4M

+$4M

Total dollars saved

Total dollars saved

+12.9%

+12.9%

Task success rate

Task success rate

-10.2s

-10.2s

Task completion time

Task completion time

+9.25

+9.25

System Usability Scale score

System Usability Scale score

CONTEXT

I joined the Wizely team after they had collected 4 months of user feedback from their V1 product. The challenge from here was to redesign the app from the ground app to address the user needs that were discovered. To contextualize these user needs I created a persona for whom we'd design the new experience.

ISSUE #1 — CONFUSING USER FLOW

Users earned Wizely score by saving daily or completing in-app quizzes, challenges, and polls. At month's end, score converted to discounts with brand partners. The path from activity → score → reward was unclear.

ISSUE #2 — CLUNKY + CLUTTERED UI

The user interface design of V1 was outdated and extremely clunky. The homepage was also flooded with CTAs that made it unclear where a user should start.

ISSUE #3 — INFLEXIBLE SAVING

Users wouldn't be able to earn Wizely score unless they saved every day. The reality was that users would rather save a large amount every once in a while. The notifications also got really annoying.

V2 DESIGN DIRECTION

We modeled the V2 experience around the core user flow: help users save → help users spend.

To support this experience we brainstormed numerous features and used an impact effort matrix to help us define priority for a V2 MVP.


The final core features included: a simple save flow, autosave capability, a wishlist to motivate users to keep saving, and a shopping portal for users to redeem their savings through our brand partners.

DESIGN PROCESS – USABILITY TESTING

We put our mockups through two rounds of usability testing and measured task success rate, task completion time, and System Usability Scale score. The final flows and associated metrics are shown below.

SAVING FUNDS

18s

Avg task completion time

(vs. 15s for expert)

100%

Avg task success rate

MANAGE AUTOSAVE

47s

Avg task completion time

(vs. 25s for expert)

87.5%

Avg task success rate

ADD A WISH

24.5s

Avg task completion time

(vs. 15s for expert)

100%

Avg task success rate

SPEND SAVINGS

24.5s

Avg task completion time

(vs. 15s for expert)

100%

Avg task success rate