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FINANCIAL

WELLBEING

MIT CIVIC DESIGN INITIATIVE

FINANCE

2019-2020

Defining and mapping the concept of “Financial Wellness” within the context of new and existing financial service offerings to design a tool that helps the client visualize the layers needed to achieve a holistic financial wellbeing journey. 

details.

Team

Amanda Sayers

Emanuele Gandini

Yihyun Lim

Brief

“How can we design a holistic financial experience to help customers feel supported, guided, and informed about their financial health across different life stages?”

My Role

  • Conducted secondary research

  • Pulled-out the most relevant insights  

  • Created a design tool to visually map financial service offerings

  • Presented the research and tool at client meetings

Learnings

  • How to transform a big pool of case studies into a useful analysis

  • Creating a design tool from scratch

  • Working with remote ideation tools

  • The finance and service sector! 

process.
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​01 Research​​

Collected case studies for each of our three focus areas

  • Competitor research

  • Analogous industries

  • Interesting Tech

​02 Analyze

Pulled key insights from the data to present to the client, using value maps and service development timelines.

​03 Ideate and Map

Mapped financial services across a user’s life timeline to identify any patterns.

​04 Deliver

Developed a tool that filtered the services to visually represent how we defined a  financial wellness user journey.

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