Interchange - A Financial Literacy App

My team consisted of 4 members: Remy Coronado, Stephanie Munro, Claire Deutscher, Janet Arkills. We conducted 17 interviews averaging 50 minutes per interview.

Money is a sensitive topic, yet participants shared willingly. I found my natural empathy & curiosity were great assets. I could tell when participants had more to say and felt comfortable veering organically off-script to dig deeper. I asked perceptive follow-up questions, leading to valuable insights and ensuring comprehensive results.

Data analysis led us to two key archetypes:

Next we conducted an Ideation Workshop with X participants to further our design thinking. I found this similar to user interviews as participants often had more ideas to share than what they initially presented. I found it easy to solicit more ideas and explanations of their thinking processes.

 For each of our 2 archetypes, workshop participants generated ideas for how we might help users:

• Identify and prioritize their financial values/goals 
• Shift their money habits 
• Appeal to their temperaments (both responsible and avoidant) 
• Save them time  
• Identify trustworthy sources  

Participants then collaborated to cluster responses into 5-6 categories. 

We used these categories to generate our value propositions, which drove our initial concept designs.