Helping users
to achieve their financial goals

Helping users
to achieve their financial goals

As a lead product designer at Revolut, I was in charge of designing the saving experience.

Context

When I joined Revolut, the existing feature was Vault, which allowed users to set aside money for various projects. My role was to evolve this feature into a more robust savings experience, where users could not only store their money but also earn interest on it. This transition was particularly relevant during periods of inflation, as it provided users with an opportunity to grow their savings passively, offsetting the diminishing purchasing power of their money. Additionally, from a strategic banking perspective, encouraging users to deposit and retain their funds is crucial as it increases the bank’s capital reserves. This enhanced savings feature not only made financial sense for users but also supported key financial stability objectives for Revolut.


Problem to solve

How to onboard seamlessly users in an investment journey?

My role

As a design lead for this project, I led the design initiative from research, to several high-fidelity prototype iterations. I introduced on a weekly basis our iterative approach to the C-Level and heads of departments.

My process

I centered my process around a deep understanding of our user, their motivations for saving, their financial goals, and the challenges they face. I conducted extensive user research to gather detailed insights.

Based on this, I adopted an iterative design process, making weekly enhancements to the product to ensure its usability was as seamless as possible. This regular iteration allowed us to continuously refine and improve the experience, pushing the boundaries of what the product could do.

Use case: Focus on Fixed terms savings

I centered my process around a deep understanding of our user, their motivations for saving, their financial goals, and the challenges they face. I conducted extensive user research to gather detailed insights.

Based on this, I adopted an iterative design process, making weekly enhancements to the product to ensure its usability was as seamless as possible. This regular iteration allowed us to continuously refine and improve the experience, pushing the boundaries of what the product could do.

From the MVP ( ⬆️ ) to the actual product

Here at the top, you'll see one of the iterations of the MVP I designed at Revolut, which was done to allow users to lock funds within their accounts. The rationale behind the MVP was to support users in achieving specific financial goals by preventing impulsive spending, thereby fostering a habit of saving. We wanted to learn if the users were comfortable with the idea, and if the design was simple enough for achieving that type of action.

Below, you'll find the evolved product that emerged from the insights gained through the MVP. This full-scale product enables users to lock their money into a savings account for a fixed period to earn higher interest rates, enhancing their savings potential and financial stability.

This progression from MVP to a robust product illustrates my strategic approach to product development, rooted in real user feedback and data-driven decision-making.