NERDWALLET DEBT


User goal:

Get out of personal debt.

Business goal:

80% of Americans are drowning under financial burdens. Getting out of debt is the No. 1 financial goal. Solving the problem is the best way to acquire and re-engage users.

Project vision:

NerdWallet is the go-to app for individuals with debt. People in debt often feel insecure. We want to give financial control back to users by offering clarity about their cash flow. Once we take users out of the financial downward spiral, we provide a sustainable effort to reduce their interest and, ultimately, their debt.

Product Solution:

  • Diagnose my debt: Develop a plan or strategy to reduce my interest and get out of debt faster.
  • Keep me on track: Organize all my debts in one spot and track my debt progress.
  • Help me pay off my debt faster: Recommend financial products to reduce my interest.

Contribution:

Worked along with PM and research and engaged in strategic planning, interaction design, and visual design.

Result:

Debt goal has more than 8% acquisition rate compared with other goals.

More Details:

Learn more about NerdWallet debt goal


NerdWallet Debt Desktop

NERDWALLET PERSONAL LOAN


User goal:

Qualify for the lowest possible rate for a personal loan.

Business goal:

Increase revenue from funded personal loans.

Product Solution:

Change the existing paradigm from the “Expedia” of loans to the “Kayak” of loans: One-stop shopping with five-minute pre-qualification. Redesign the data information for seamless apple-to-apple comparison for loan products on mobile devices.

Contribution:

Worked alongside PM and research to develop a strategic plan, interaction design, and visual design.

Status:

Multiple releases since 2016.

Success Metrics:

1000-plus basis point increase on click-through rate with annual 250% revenue growth.

More Details:

Learn more about NerdWallet debt goal


NerdWallet Person Loan Desktop

Mint.com First Time Use module


User goal:

Provide a personalized financial experience to manage my money.

Business goal:

Users will complete the first time user experience and add a name and at least one bank account.

Product Solution:

First Time Use module which is geared to start a personal conversation and help users get started; Financial Snapshot module that highlights key financial indicators that users are interested in; Activity updates help users to plan their money better.

Contribution:

Strategic planning, interaction design, and visual design.

Success Metrics:

5% of users completed add bank accounts in 30 days.

Mint.com First Time Use module Desktop