Escort - Support - Success
Ogen
Platform: Website on desktop & mobile
Responsibilities: UX/UI team lead
Credits: Cooperation with C.F.I- Code for Israel
Better financial health
A digital product, for Ogen Association- a social financial organization that accompanies families and businesses facing financial obstacles.
The product collects all the financial data and makes order in the mess.
The challenge
From paper
to digital
Today, the mentoring process is based on paper printouts. The solution is to create a digital product that will support the collection of all of the user's financial data, assist in generating insights, and provide a direct connection between the user and the mentor.
User research
Understand their hearts
Users who need support encounter financial difficulties that prevent them from moving forward. It is important to understand the specific challenges they face and the real goal they are striving for.
Obtaining a loan and responsible credit to finance a degree studies
Learn proper financial management towards a shared future
Arranging savings and buying a first apartment
Market Research
Inspiration and adaptation
Today there are systems on the market for collecting your financial information and accompanying such as Captain Credit for credit rating, Family Biz for collecting information and of course all the different banks and insurance websites.
Captain Credit
Digital credit rating service
Family Biz
Financial management app
Banks and insurance
Personal credit rating information
Financial recommendations based on personal data
Centralizing all financial information securely
Joint financial management with the family
General financial information
There is no financial integration of all factors
Complex and lengthy registration to receive the service
There is no business support
No direct access to credit ratings and metrics
User Persona- the family
Arad family
The association helps many families manage a healthy financial lifespan, solve financial dilemmas, and thus fulfill dreams.
"
We live in a rented apartment, make do with two salaries, and And still have trouble saving. How can we think about buying our own house?
"
User Persona- The mentor from Ogen
Alon Lev
The association uses professional financial advisors who guide families step by step.
I have been volunteering at the association as a financial advisor for nearly 5 years, helping a young family manage to buy their own apartment, which is also my greatest success.
"
"
Key learning 01
Clarity and reliability
All financial information is considered personal and sensitive, so it is important to maintain transparency from the beginning. The user is required to give permission for the data to be disclosed.
An example of the implications of the score and a tip for future action
Calculating the financial score, what it consists of and how it will look like
Encouragement about the process and explanation of what the next step is
Key learning 02
Drive to action
It is important to create options for the user to motivate actions, such as establishing direct contact with the financial lender, receiving tips and notifications, all of which will advance him towards his goal.
Tip
Notification
Motivation
Key learning 03
Order in the mess
The digital system includes a lot of diverse information, so it is important to have a clear division and hierarchy according to topics, screens, and functionality of the actions.
Design
Colors and typography
Design screens that contain a lot of information and at the same time are clear to the user. The user interface was created in collaboration with the association's branding department and their design code - the color palette, icons, and clean font chosen by them.
Font
183F58
Primery colors- Design
1F0127
3F0051
C75EFF
EECFFF
FF6800
Greys colors- Description text
787878
AEAEAE
D9D9D9
F3F3F3
FFFFFF
Button positions
For action
Hover
Disable
Icons
Positive feedback
Financial lender
Financial advice
