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.
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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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.
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.
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.