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Simplifying Credit Card Spending Management

Customer

Budget Buddy

Services

Design Visual

Design UI & UX
Pesquisa

Industry

Fintech

Duration

5 months

My role

Research Benchmarking In-Depth Interview Project Management Usability Testing Visual Design Prototyping

Research
Benchmarking
In-depth Interview
Project Management
Usability Testing Design
Visual Prototyping

Design Team

Andressa Mendes

Leticia Matos

HIGH-LEVEL GOALS

Following the SMART methodology, we focus on the first three letters (Specific, Measurable, Achievable) to develop a solution that helps reduce the average delinquency and impulsive spending of users. Empowering them to manage their credit card finances in a centralized and controlled manner.

Specific

Reduce recurring credit card subscription expenses by 20% over the next three months.

Measurable

Monitor whether spending by categories is following aligned objectives. Example, reduce spending on subscriptions and ifood by 10%.

Attainable

Clear management and more analytical visualization of credit card expenses by periods.

HOW WILL THESE GOALS BE ACHIEVED?

From this, hypotheses were raised to be validated through qualitative and quantitative research. In the current stage, using the CSD Matrix to identify the certainties, assumptions, and doubts that were reached after considering the strategy regarding our business.

What are the main pains of users in managing credit card expenses?

How is the current user satisfaction assessment regarding the existing tools for credit card management?

What are the specific difficulties faced during the process of financial monitoring and control?

What are the suggestions and expectations of users for possible improvements?

Guia de Estilo

In large organizations or competitive sectors, a distinctive name for the design system can differentiate it from the competition and highlight its value, encouraging the evolution of best practices.

We sought to promote the organization of the style guide and cultivate a sense of ownership and pride among the designers. Based on this ideal, we named the system