new feature recommendations

Finotta

challenge

Finotta’s mission is to teach users about how to maintain and improve their financial health. Using their customizable APIs, users are encouraged and incentivized to work toward their goals in incremental, easily achievable steps.

Finotta tasked my team with with researching and providing recommendations for new features for their APIs.

goals

  • Increase engagement during onboarding

  • Advance gamification concepts for incentivizing financial behavior change

  • Leverage microinteractions for encouragement and support of behavior

  • Integrate accessibility consideration

solutions

After conducting and analyzing the user research, I recommended five features.

  1. Otta—Customizable Character

  2. Choose Your Reward

  3. Onboarding Quiz

  4. Link Up with Otta

  5. Otta Advice Pop-ups

methods

  • Competitive Audit

  • Stakeholder Interview

  • User Journey Mapping

  • Parallel Prototyping

  • Feature Cards

  • Tech Estimating

  • Kano Analysis

  • Annotated Wireframing

tools

  • Google Docs

  • Zoom

  • Otter.ai

  • InVision Freehand

  • Sketch

  • Photoshop

  • Illustrator

  • InDesign

approach

Competitive Audit

We started by conducting a competitive audit of Finotta’s named competitors as well as other banking and financial apps to get a better understanding of where they stand in the market and look for gaps of opportunity.

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Stakeholder Interview

Next we met with Brenden Smith, the CTO at Finotta, to learn more about the background of the company and their mission and goals of their custom APIs to help people manage their money as well as help banks increase revenue.

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User Journey Mapping

To better understand the user experience and where the potential pain points and opportunities exist in the app, we created user journey maps. 

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Feature Cards

We rapidly ideated new features using feature cards and met with Brenden again to get time estimates for each feature. We narrowed down the features to 10 options to use for user research.

Kano Analysis

We conducted a Kano analysis of the 10 features with 4 users which helped identify which features users felt would be the most valuable. The results helped focus on features to recommend.

recommendations

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next steps

Next steps would be to review the new feature feedback with the client and determine which features would have the most impact and value. Then I would put together a UX strategy roadmap that included a timeline of Now, Next and Future.