Finding out what matters to your users — and what you can do to meet their needs — shouldn’t start online. Real people + real conversations = real insights.
In combination with two other design students, we set out to understand what matters to people about their financial planning and how their tools fit into their every day lives. The resulting snapshot revealed commonalities shared from multi-million dollar CFOs to retired civil servants.
Some information has been changed to respect the privacy of users.
Models, names, and statistically insignificant details may have been altered. All stock photos are credit to their original photographers and are licensed under CC0 Creative Commons. The full excerpt of this report is available for download as PDF here and includes two user profiles, narrative use scenarios, key findings, and day-in-the-life models.