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.

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.

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

Year

2019 - 2020

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.

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.

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.

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.

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.