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UX Case Study · Social Computing

Making finance feel human for a generation that was never taught it.

GrowWise is a gamified financial literacy platform I designed for young adults — from user research and synthesis all the way to a high-fidelity Figma prototype.

UX Designer & Researcher
4 members
Academic project
Figma · Interviews · Cognitive Walkthrough
UX Research Interaction Design Prototyping Gamification Information Architecture Usability Testing

01 · Overview

The problem wasn't knowledge. It was fear.

Young adults aren't financially illiterate because they don't care. They're excluded from financial education that actually speaks their language. School systems rarely cover investing. What fills the gap? Social media, unregulated advice, and "get-rich-quick" content that creates more anxiety than clarity.

Our team set out to design a platform that didn't just teach finance — it made the whole idea of money feel safe to explore. My role spanned both ends of the process: I led user research from scratch and then translated those findings into designs for the Community section, Dashboard, and Learning page.

92.3%
of users said learning to invest would help their future
76.9%
had only heard a little about investing
2.1/5
average self-rated financial knowledge
4.25/5
interest in using a financial learning app

"The gap wasn't that users didn't want to learn — it was that nothing had ever made it feel safe enough to start."


02 · Research & Insights

I led every part of the research.

I designed the interview guide, ran 8 in-depth interviews with young adults aged 16–21, built the survey, and led affinity mapping to synthesize findings into actionable design directions.

💡

Fear comes from not knowing, not risk aversion

Every participant linked their anxiety to a lack of understanding — not an inherent dislike of risk. Remove the knowledge gap, and the fear shrinks with it.

👥

Peers are the most powerful teacher

100% of interviewees felt more comfortable with investing when they could see people their own age doing it. Peer success stories were load-bearing.

🎲

Learning has to feel like progress

Users wanted self-paced, step-by-step modules with visible progress. Gamification was about making advancement feel real and earned.

🗣

Jargon is a wall, not a bridge

Complex financial vocabulary introduced too early caused participants to disengage immediately. Plain language was non-negotiable.


03 · Design Process

From affinity maps to high-fidelity screens.

I owned the information architecture across the full app, then took primary responsibility for three key surfaces: the Dashboard, Learning page, and Community section.

1

Information architecture & user flows

Before touching Figma, I mapped every user journey — from onboarding through to the investment simulator. This revealed early that the simulator was buried too deep.

2

Paper sketches → wireframes

I roughed out screens on paper first, focusing on layout decisions before visual polish. Sketching forced me to justify every element.

3

Dashboard design

The dashboard surfaces market prices, community feed, and module progress all in one scroll — serving both beginners who need guidance and returning users who want quick data.

4

Learning page design

I designed trending course cards, module progress percentages, and a gamified Investment Simulator locked until course completion — turning navigation into motivation.

5

Community section — my biggest design challenge

A tabbed Posts/Groups structure, category filters, and mentor-led group chats. The challenge was making peer engagement feel organic — not like a forced social feed.

Three surfaces, one coherent experience.
Every screen I designed had a clear job: reduce anxiety, surface progress, and make community feel like a resource rather than a performance.
12:30▲▲
Dashboard
Market Price ▼
Microsoft
$38,081.82
+2.29%
Apple
$38,081.82
+2.29%
Tesla
$38,081.82
-1.12%
Educational Modules
62%
Module 1
77%
Module 2
87%
Module 3
HomeInvestLearnWalletCommunity
12:30▲▲
Learning
Trending Courses
Latest Statistics Stocks
#1. Financial Markets
#2. Investment Management
#3. Portfolio Management
#4. Blockchain Models
Gamified Learning
Investment Simulator
HomeInvestLearnWalletCommunity
12:30▲▲
Community
Posts Groups
New Market Milestones
Danny Smith · 1h
Invest Winter or Bullish Cheer? The Stock market dances to its unique rhythm.
#InvestChristmas
Emily Bogdanović · 1h
Crypto Winter or Bullish Cheer? The crypto market dances to its unique rhythm.
#CryptoChristmas
HomeInvestLearnWalletCommunity
12:30▲▲
Groups
GW High Volatile Mentorship
M- John A. · Today
GW Penny Stock Mentorship
M- John A. · Today
GW 12 Day Bootcamp
M- John A. · Today
HomeInvestLearnWalletCommunity
04 · Prototype & Testing

Testing just didn't validate the design. It improved it.

We ran a structured cognitive walkthrough across 5 key tasks, then followed up with an expert evaluation from 4 experienced product designers. I treated every finding as a design brief, not a criticism.

Before testing
  • Investment Simulator buried in navigation
  • Section called "Groups" — users couldn't find it
  • Badges hidden in profile, not celebrated
  • No skip option on forced tutorial
  • Financial jargon introduced too early
After my redesign decisions
  • Simulator shown as locked milestone — creates motivation
  • Renamed to "Community" — instantly intuitive
  • Badges surfaced on homepage with animations
  • Skip intro added, tutorial in settings
  • Tooltips and plain-language explanations added

"The rename from 'Groups' to 'Community' was a single word change that completely shifted how users understood what the space was for."


05 · Outcomes & Reflection

What I learned about designing for emotional barriers, not just usability ones.

GrowWise taught me that the most important design work often happens before you open Figma. The research I led completely reframed the problem — we weren't designing an information product, we were designing a confidence-building experience.

Research → Design

Owning both research and design meant I never had to translate findings into briefs — I already understood the "why" behind every decision.

Community design

Designing the community challenged me to think about social dynamics, not just UI patterns. Peer validation is a design tool, not just a feature.

Testing humility

The cognitive walkthrough broke assumptions I'd made confidently. Prototypes are hypotheses, not solutions.

What I'd do next

Usability testing with actual 16–21 year olds, "what-if" scenario tools in the simulator, and A/B testing navigation changes.