2024
Fountain
A platform for synthesized finance tracking.
Context
Finances can be intimidating and Canadians believe retirement is unreachable in this economy. Without encouragement, financial literacy, and transparency in finances, people lose the motivation & hope of reaching financial freedom.
Problem
Budgeting, savings, investments, and debt payments are scattered across different financial institutions & brokerages. It's hard to assess your overall financial health & budgeting goals without constant manual maintenance.
Role
Founder
Product Designer
Tools
UI/UX
Figma
UI/UX
Google Forms
Skills
UI/UX
Product Design
UI & Libraries
Design Systems
Visual Design
Design Direction
Motion
Interactions
User Flows
Prototyping
Move tags for more
User Research
Out of 15 people:
73% use 2-4 Financial Institutions
Those with multiple accounts did so to take advantage of their own specific benefits with majority of them splitting everyday banking from investment accounts.
87% face challenges when budgeting
Reasons mentioned:
15% cost of living
31% none leftover to save
15% bad spending habits
31% unexpected payments
8% not sure how to invest
1 person used a budgeting app
When asked "how do you save/budget for your goals, select all that apply":
5 save what's leftover
9 use auto deposits
8 do a manual check
Solution
Create a platform that gives users the ability to track all their bank/brokerage accounts in one place.
The vision is to provide a transparent & holistic overview of their finances, savings goals, upcoming payments, etc, from all their accounts no matter who they bank & invest with.
Approach
01
User Research
02
Competitor Analysis
03
User Flows
04
Wireframe Ideations
05
Hi-Fi Mockups
06
Prototypes
Process
Strategizing the most helpful features that'll invoke instant gratification through saving & a frictionless journey to motivate users to WANT healthy financial habits.
Diverging Ideas
Understanding the possible UI & layouts for product screens.
Converging Ideas
Chose the most sensible UI for each feature & prioritized layout hierarchies to promote dopamine through saving over anxiety.
Next steps
Currently creating design systems to properly build out nested components for hi-fi mockups & prototyping.
Explore more
