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Problem Statement

46% of Gen Zs 

and

47% of Millennials

live paycheck to paycheck and worry they won’t be able to cover their expenses.

They experience anxiety about their cost of living, desire financial guidance and education, and need flexible planning that adapts to their lifestyle and needs.

Target Audience Initial Assessment

Through extensive secondary research on the financial habits and lifestyles of Gen Z and Millennials we found:

Our Target Audience Are

Ages 18 to 38

And are users that are entering a new chapter of life who are seeking a hands-on, customizable experience for managing their finances.

Project Name

Bluprint

Role

UX Research Lead
UX Design Lead

Focus

UX/UI Design
UX Research

Time Frame

10 weeks

Competitive Analysis

To better understand the players on the field, we conducted a competitive analysis where we highlighted and compared the main features of the financial planning apps.

competitive analysis
Survey and Interview Analysis

The survey and interview responses indicate that Gen Z and young Millennials are the main audience.

Gen Z and Millennials...

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I feel fulfilled through professional success and goal-oriented environments.

How Might We

How might we build personalized systems to decrease anxiety and cultivate a confident relationship with money so that our users manage their finances comprehensively and are prepared for future expectations?

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Persona
Card Sorting Format

For a better organization of features, categories, and subcategories, we conducted a hybrid card sorting. Participants were allowed to categorize features under given categories, create new categories, and create and duplicate features.

cart sorting
Bluprint | Behind the Name

We see ourselves as the financial architects of our users. Like blueprints, we are here to adjust to your needs and lifestyle. More importantly, we meet you where you’re at every turn in life. We get that life changes, so we’re here to provide you with the tools to manage your financial reality and future through our personalized design system that will leave you feeling confident.

Bluprint's Personality
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Extroverted

Enthusiastic

Upbeat

Friendly

green
Sensing

Stable
Dependable
Values Security

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Thinking

Honest
Straightforward
Diligent

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Judging

Thorough
Resolves Conflict
Values Order

Branding Guidelines
style guide
Color Psychology
color psychology
usability testing
User Testing

As the last step of the user testing exercise, we asked our participants to conduct a SUS survey, where we got

70,6% 

The System Usability Scale (SUS) consists of a 10 item questionnaire with five response options for respondents; from Strongly agree to Strongly disagree. It allows us to evaluate a wide variety of products and services, while giving a global view of subjective assessments of usability.

Bluprint screens
Bluprint's First Impression
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I can ask dumb questions and feel assured that I am safe and secure.

I feel like they’re making decisions as if my money is their money.

I don’t just want to be rich; I want to be financially literate.

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