MoneyUp

With the introduction of MoneyUp and it’s 4 financial health habits, Mogo aimed to help its 1 million members to gain financial stability by creating an engaging and easy-to-use experience that takes the stress out of managing their finances by keeping users up-to-date, educated and motivated to make smart financial choices.

COMPANY
Mogo Finance Technology Inc.

ROLE
Product designer

YEARS
2018 – 2020

AWARDS
Apple, Apps We Love, 2019

My Role

Working closely with my fellow Designers, Product Design Lead, and the VP of Product, I was responsible for solving complex challenges related to 3 core areas of the experience:

Increase user engagement and confidence, reducing financial stress, by keeping members up-to-date on critical information related to their various products.
Promote product adoption, by better communicating the benefits of Mogo products and how they fit within the 4 habits holistic approach.
Redesign the main dashboard to align with MoneyUp’s 4 financial habits with a focus on reducing clutter, and increasing clarity around specific products goals.

Main Dashboard Redesign

I was responsible for improving the core experience of the Mogo main dashboard to align better with Mogos 4 financial habits while also clearly communicating the benefits of each product. I streamlined the product cells for Mogos core products, and created flexible components and standards that handled a large number of scenarios that enabled members to get a quick overview of their Mogo account.

In collaboration with product and technology I helped to define a communication strategy for how Mogo can engage, and inform users with timely and relevant notifications and in-app messages. I leveraged the dashboard redesign to ensure we could scale to meet our goals by increasing the functionality and usefulness of the main dashboard even more.

I also lead the UI and interaction design for the redesign on all platforms, creating high fidelity prototypes and animation for testing and delivery.

Notifications and In-app messaging

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Methods

Defined notification best practices across platforms
Researched user needs and pain points
Extensively documented existing communication and refined the communication strategy removing any notifications that weren't critical to user goals.
Conducted multiple rounds of user testing to refine the design direction
Created components and detailed standards for development