SPROUT

Financial goals that grow with your family.

Client: Sun Life uXperience Design Jam

PROBLEM

How might we design a solution that helps young Canadians find and use available financial tools and education? Create an empathetic, inclusive solution that helps young Canadians open-up about financial needs, education & literacy.

SOLUTION

RETROSPECTIVE

As my first design competition, and with over 100 post secondary students participating, I was both nervous and eager to accept this design challenge. This experience taught me the importance of ___ and working in a fast-paced environment, giving me a taste of rapid prototyping and lean UX. I learned how to leverage Behavioural Economics and the EAST framework (make functions Easy, Attractive, Social, and Timely), taking advantage of those mental shortcuts we make to create engaging digital experiences.

Focusing specifically on new parents within the demographic of young Canadians, my team created user personas and identified a list of requirements for our mobile app.

REQUIREMENTS GATHERING

Language preferences

→ language preference accommodation

Set-up survey to personalize savings goals
Functionality to link account with partner’s
Points system to reinforce good savings habits
Record, update, and keep track of savings goals
Search engine for appropriate advisor

→ trustworthy, certified Sun Life financial advisors available for support

Discussion forum to connect with other parents

We came up with the idea of a sprout logo and the tagline “Financial goals that grow with your family” to emphasize support we provide to new parents at the start of their savings journey, and the scalability of the app as their savings goals evolve and these users’ needs grow and change.

PROTOTYPE

‹ BOOZEBUDDY

ROGERS BEYOND THE SEAT ›

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