Financial Planning Goals Dashboard
FINANCIAL SCORECARD AND MYGOALS PLANNING TOOLS – MADE WITH USAA
TL;DR
USAA aimed to simplify financial planning for its members. We created user-friendly tools that improved financial management and increased financial security.
RESPONSIBILITIES
UX & Design Strategy, Product Workshop, Web Design, Design System, User Testing, Optimization, Stakeholder Reviews. Development Handover
TEAM
1x UX Designer
1x Visual Designer
1x Copywriter
1x Email Developer
1x Product Developers
TIMELINE
3 Months
USAA, the financial services company for military members and their families, aimed to improve its financial planning tools. The goal? Help members easily set and achieve their financial goals.
Their target audience was USAA members looking for straightforward financial planning solutions. Busy folks who needed tools that were simple and effective.
So, we created user-friendly interfaces, inspiring messages, and clear data visualization. These changes empowered members to navigate, get motivated, and visualize their financial progress.
The results were impressive. Members found the tools easy to use, understand, and they helped them manage their finances better. This, in turn, improved financial security for USAA members and their families.
FINANCIAL PREPAREDNESS SCORE CARDS TO HELP USAA'S MEMBERS BE BETTER PREPARED
In support of the Financial Scorecard scoring methodology (i.e,. Financial Security Indicator), we were tasked with creating a digital experience that quantified financial risks to measure and assess member’s financial security along with impactful and actionable advice towards improving financial literacy and security.
Through a set of 10 questions, we gave members a quantifiable financial health score based on a 100 point scale. Scoring methodology was based on what information the members had saved and their financial ability to handle unexpected loss from a range of life events.
Once a score was established, we focused on creating the Member Results Page that was easy to digest, understand, and scan, while generating a Financial Scorecard breakdown and a prioritized list of actionable steps that will keep members on track to obtain optimal financial health and highlight any gaps to improving it.
HELPING MEMBERS STAY FOCUSED THROUGH THE MYGOALS
We redesigned a My Goals tool and landing page that guides members through steps to make goals easy to set up and use, while drawing and encouraging members through clean and clear interfaces with easy-to-understand data visualization.
The MyGoals landing page played a pivotal role in captivating both new and returning users, providing them with the motivation and guidance they needed to embark on their financial journeys. It served as a platform for users to set up new goals, track the progress of existing ones, and gain deeper insights into their motivations.
By illuminating the path towards their desired destinations, the page empowered users to visualize how future goals aligned with their aspirations, fostering a sense of purpose and direction.
INTRODUCING THE GOALS DASHBOARD
We simplified financial planning for USAA members with a hub-and-spoke design, offering a central location for making changes and instantly observing their impact. We enhanced usability through intuitive UI elements, including iconography, data visualization, and conversational messaging, enabling easy comprehension and educating users on the value of achieving their goals.
Our efforts reduced complexity, empowering members to navigate their financial journeys with confidence, unlocking the true potential of their goals.
DETAILED GOALS GET MORE RESPONSES AND ACTION
Our focus was on creating highly effective financial planning tools for USAA members, driven by detailed goals aimed at boosting responses and actions. We designed outputs that were not only easily understandable but also instilled confidence in members, assuring them that their goals were attainable with the right support.
To achieve this, we implemented intuitive interfaces that presented information clearly and accessibly. Thoughtfully crafted notifications kept members on track, ensuring they remained informed and empowered in their financial journey. Our user-friendly and informative experiences aimed to provide USAA members with the reassurance and guidance necessary to confidently pursue their financial goals.
Our mission was clear: to empower financially challenged Millennials with accessible financial planning solutions. We focused on equipping them to track spending, enhance their financial scorecard, and set meaningful goals.
Our approach involved a redesigned experience to elevate USAA's mission. By providing Millennials with the tools for a stable financial future, we enabled them to seize control of their financial lives.
The outcome is a dynamic solution that aligns with the Millennial mindset, positioning USAA as a leader in providing accessible financial planning resources. Together, we're shaping a brighter financial future for Millennials, ensuring their financial success.