Financial Insights

BofI Federal Bank

As a customer, I want real-time financial insights, so that I can better moniter my finances.

User Research

To understand the problems of financial monitering I started to research larger banks like Wells Fargo and Bank of America which focused on account monitering. These two banks utilized Personetics to provide their customers with deeper insights into their spending habits. However, their means of providing this information was through snippets of notifications.

Our approach was more of a marketing approach. The scope was to create insights from the dashboard and leader the user through a inbox. This allowed users to come back to insights and the bank to provide better personalized options for users.

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