CreditWise
This example highlights the process and results of a service design approach that focused on defining a shared vision and financial trajectories framework for the level up experience in CreditWise.
Project
CreditWise Design Strategy
Role
Sr. Design Manager
Context
Customers needed a different way to interact with and deepen their relationships with financial institutions. There is a sea of tools and information. Customers may eventually find their way but it requires hard work, and often harder lessons. CreditWise can help.
CreditWise can impact financial lives by clearing a path and keeping people moving forward toward more holistic financial wellbeing.
It’s not about single touchpoints or products — it’s about considering how people move through the experience and connecting the dots for them along the way.
Outcome
CreditWise has helped people shift their perspectives to get them on a better financial trajectory, and better identify customers who are ready to make a change, by selecting for a given perspective.
Financial Perspectives shape how people see the world and how receptive they are to help with their finances.
Perspectives transcend segmentation, demographics, income brackets, and underwriting risk models.