Challenge Summary
Welcome to the "Financial Education Web Application Design Concepts Challenge". In this challenge, our customer is looking for a unique and engaging design concept that helps their existing and potential financial customers make better and informed decisions.
Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!
Challenge Objectives
Project Background
Our customer is a financial services company offering retirement-related products similar to 401K plans for their customers. To help their customers understand and learn more about finance, tax savings and investments, they are looking to create a more engaging "educational experience" that will allow a customer the ability to learn and self-service themselves quickly.
The goal of this design concepts challenge is to design the "financial education" application focused on creating a new, fun, and engaging user experience. We want to explore new ways of engaging our customers to take the time to learn about their financial future through modern techniques like gamification, recommendation and reward systems, teaching modules, etc. In the end, our customer would like to see an increase in engagement with this tool from their financial customer base.
Users
This application would be used by anyone who wants to learn or get ideas about financial management. The user could be an existing customer who enrolled in 401K plans or a new customer who is looking to learn more about finance and their retirement options. Our users could be of any age group, any gender or level of knowledge. Consider this audience while you design the solution.
Screens Requirements
For this challenge, we are not providing exact screen requirements. You are free to design as many as you like as long as your screens are in line with the flow since this is a design concepts challenge.
7. Sign In (Desktop)
We are looking to include a sign-in screen where existing customers can log into the app with their email address and password. Keep link to user registration and forgot password options. Show some error validation in this screen. Note: This is not a priority screen.
8. Other Screen(s) (Desktop)
Any other screen/concepts for this application? This is a design concepts challenge… this is the space where you can shine/showcase your thoughts.
Target Device
Branding Guidelines
Please consider the below guidelines during your design process:
Target Audience
Judging Criteria
Your submission will be judged on the following criteria:
Final Deliverables
Marvel Prototype
We need you to upload your screens to MarvelApp.
Submission & Source Files
Final Deliverables
For submission you have to upload a zip file that contains the following 4 files:
Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!
Round 1
Submit your initial designs for a checkpoint feedback.- Landing Page
- Financial Topics List
- My Profile
- Leaderboard/Rewards/Discussions/Quiz
Round 2
Submit your final designs with all checkpoint feedback implemented.- Onboarding
- Landing Page
- Financial Topics List
- Financial Topics Details
- My Profile
- Leaderboard/Rewards/Discussions/Quiz
- Sign In
- Other Screens
Challenge Objectives
- Design concepts for a Responsive web application (Desktop and Phone)
- Understanding the problem and providing an engaging solution.
- Desktop screens plus 2 phone screens.
Project Background
Our customer is a financial services company offering retirement-related products similar to 401K plans for their customers. To help their customers understand and learn more about finance, tax savings and investments, they are looking to create a more engaging "educational experience" that will allow a customer the ability to learn and self-service themselves quickly.
The goal of this design concepts challenge is to design the "financial education" application focused on creating a new, fun, and engaging user experience. We want to explore new ways of engaging our customers to take the time to learn about their financial future through modern techniques like gamification, recommendation and reward systems, teaching modules, etc. In the end, our customer would like to see an increase in engagement with this tool from their financial customer base.
Users
This application would be used by anyone who wants to learn or get ideas about financial management. The user could be an existing customer who enrolled in 401K plans or a new customer who is looking to learn more about finance and their retirement options. Our users could be of any age group, any gender or level of knowledge. Consider this audience while you design the solution.
Screens Requirements
For this challenge, we are not providing exact screen requirements. You are free to design as many as you like as long as your screens are in line with the flow since this is a design concepts challenge.
1. Onboarding (Desktop)
The application would onboard customers. The app would capture some initial information about the customer, like interests, financial situation, etc, based on the responses then the app would be able to target them better with customized learning module recommendations. The user is able to change their interests later.
2. Landing Page (Desktop + Phone)
The landing page would show the user their progress within the app, the latest/recommended learning modules, badges, achievements, notifications or even discussions from other users on the topics they are interested in. What other concepts, priorities might be useful to show on their dashboard?
3. Financial Education Topics List (Desktop + Phone)
Design an interesting way to browse the education catalog of the app. Supply a way to search the catalog with filters etc. Show sample topics related to finance, investment or tax savings. What would be the more interesting metrics to show about a learning module to make it more desirable (key learnings, duration, points to earn, badges to get, achievements to acquire). Could the application recommend next steps or additional training based on what a user has already completed?
4. Financial Education Topics Details (Desktop)
This is where the actual learning modules/phases take place. We are interested in how you show the content/module. The user experience should not feel like reading a word/pdf file. Our ask is to make it more interactive and engaging (if possible). The experience might show estimated time to complete, help, share, recommended modules after completion. The content could be a combination of reading and video. We are open to your suggestions - we recommend doing your research in this space.
5. My Profile (Desktop)
The user should be able to see his/her progress in detail. Are there different user levels (e.g. newbie, regular, pro = tied to financial terminology)? What achievements has the user accomplished? What are the next badges he/she can get? Do not feel limited by these ideas, we are open to your suggestions.
6. Leaderboard/Rewards/Discussions/Quiz (Desktop)
Which of the above could help customer engagement the best? Experiment with the different approaches or include them all.
The application would onboard customers. The app would capture some initial information about the customer, like interests, financial situation, etc, based on the responses then the app would be able to target them better with customized learning module recommendations. The user is able to change their interests later.
2. Landing Page (Desktop + Phone)
The landing page would show the user their progress within the app, the latest/recommended learning modules, badges, achievements, notifications or even discussions from other users on the topics they are interested in. What other concepts, priorities might be useful to show on their dashboard?
3. Financial Education Topics List (Desktop + Phone)
Design an interesting way to browse the education catalog of the app. Supply a way to search the catalog with filters etc. Show sample topics related to finance, investment or tax savings. What would be the more interesting metrics to show about a learning module to make it more desirable (key learnings, duration, points to earn, badges to get, achievements to acquire). Could the application recommend next steps or additional training based on what a user has already completed?
4. Financial Education Topics Details (Desktop)
This is where the actual learning modules/phases take place. We are interested in how you show the content/module. The user experience should not feel like reading a word/pdf file. Our ask is to make it more interactive and engaging (if possible). The experience might show estimated time to complete, help, share, recommended modules after completion. The content could be a combination of reading and video. We are open to your suggestions - we recommend doing your research in this space.
5. My Profile (Desktop)
The user should be able to see his/her progress in detail. Are there different user levels (e.g. newbie, regular, pro = tied to financial terminology)? What achievements has the user accomplished? What are the next badges he/she can get? Do not feel limited by these ideas, we are open to your suggestions.
6. Leaderboard/Rewards/Discussions/Quiz (Desktop)
Which of the above could help customer engagement the best? Experiment with the different approaches or include them all.
- Leaderboard: Let the user see overall where he/she stands compared to other members. Who is a member of the week?
- Rewards: Any offers/coupons/rewards once they complete the module?
- Discussions: To make the experience more engaging you might experiment with some social features. Let the users discuss the topics/modules. You could also include subject matter experts in the discussions.
- Quiz: A Popup quiz from the topics they completed.
7. Sign In (Desktop)
We are looking to include a sign-in screen where existing customers can log into the app with their email address and password. Keep link to user registration and forgot password options. Show some error validation in this screen. Note: This is not a priority screen.
8. Other Screen(s) (Desktop)
Any other screen/concepts for this application? This is a design concepts challenge… this is the space where you can shine/showcase your thoughts.
Target Device
- Desktop 1366px width and height as required
- Responsive Phone 750px width and height as required
Branding Guidelines
Please consider the below guidelines during your design process:
- Branding is open.
- Typography is opened to designers
- Stock photos and stock icons are allowed from the approved sources.
Target Audience
- Anyone looking to learn more about finance and enjoy their financial education experience
- Financial customers looking to understand more.
Judging Criteria
Your submission will be judged on the following criteria:
- Overall idea and execution of concepts.
- How well do the concepts engage the user in a better learning experience
- Cleanliness of screen design and user flow.
Final Deliverables
- All original source files.
- Files should be created in Adobe Photoshop and saved as a layered PSD file, Adobe Illustrator, Sketch or Adobe XD
- Marvel prototype
Marvel Prototype
We need you to upload your screens to MarvelApp.
- Request a MarvelApp prototype from me using this link: https://tc-marvel-app.herokuapp.com/challenge/30093563
- Do not use the forums to request for MarvelApp.
- Provide clickable spots (hot spots) to link your screens and showcase the flow of the solution.
- Provide the MarvelApp shareable link in your notes during submission upload.
Submission & Source Files
Final Deliverables
For submission you have to upload a zip file that contains the following 4 files:
- Source.zip – All original source files.
All source files of all graphics created in vector format in either Adobe Illustrator or any similar software should be saved as editable files.
- Submission.zip – PNG/JPG files
Submit JPG/PNG image files based on Challenge submission requirements stated above.
- preview.png – Your preview image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72 dpi and place a screenshot of your submission within it.
- declarations.txt – All your declarations and notes
This file must contain your notes if any, fonts, stock art used and your Marvel link.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.