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Escort - Support - Success

Ogen

Website on desktop & mobile

Responsibilities: UX/UI team lead

Credits: Cooperation with C.F.I- Code for Israel

Better financial health

A social financial organization that accompanies families and businesses facing financial obstacles.

Today, the escort of an anchor is done with the help of paperwork that complicates the process.

I created a digital product for them that collects all the financial data and makes order in the mess.

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User Research

Understand their hearts

The users who need support encounter financial difficulties that prevent them from moving forward. It is important to understand the challenges they face and the real goal they are striving for.

Market Research

A bit of each

Today there are systems on the market for collecting your financial information and accompanying such as Captain Credit for credit rating, Family Biz for collecting information and of course all the different banks and insurance websites.

Key learning 01

Clarity from the first step

Because this is personal financial information, which includes all of the user's assets and liabilities, it is important to maintain clarity and reliability from the first step.

It is important that the user is aware of the data that will be disclosed, as well as giving

a clear approval.

For start, calculate the economic data for the financial score

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01

02

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Key learning 02

Drive to action

It is important for the user to create different options to motivate action such as tips, alerts and direct contact with the financial lender. All these will advance the user towards his goal.

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Motivation

Alert

Tip

Key learning 03

Order in the mess

The digital system includes a lot of diverse information about the user. That is why is it important to have a clear division according to screens and concentrated topics, to make order in the whole mess.

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User flow

Never alone

In the UX of the system it is important to give the user a sense of security that he is never alone. 

The UX is based on familiar signs and clear explanations of the sometimes scary financial concepts.

Design

More friendly, Less frightening

Creating clear screens that will contain all the necessary information and at the same time be user friendly. Alongside the association's branding department, the user interface was directly influenced by their design code. In the design of the screens I based myself on the color palette, the icons for notifications and the clean font chosen by them.

Primery Colors- Design

1F0127

3F0051

C75EFF

EECFFF

FF6800

Greys Colors- Description text

787878

AEAEAE

D9D9D9

F3F3F3

FFFFFF

Font

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Button positions

For action

Hover

Disable

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Icons

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Positive feedback

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Financial lender

Financial advice

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Relevant future action

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