A financial wellness app focused on helping employees manage benefits and savings in one place. The goal was to simplify complex decisions while creating an experience that feels personal and approachable. This is where the personalized guidance flows and life event journeys came from.

client

Finance Company

year

2023

timeframe

1 Year

Product Design

Responsive Design

User Testing

Problem

Employees were juggling multiple disconnected platforms to manage their benefits, with no single view of their financial picture. Most didn't fully understand the benefits they enrolled in, leaving money and savings potential on the table.

Solution

A single, unified platform that brings together benefits, savings, and personal finances with personalized guidance. Employees can make smarter health and wealth decisions year-round, not just during enrollment season.

A financial wellness app focused on helping employees manage benefits and savings in one place. The goal was to simplify complex decisions while creating an experience that feels personal and approachable. This is where the personalized guidance flows and life event journeys came from.

Mobile Onboarding Screens

Desktop - Home Page

Life Events

Mobile Mockups

Create a free website with Framer, the website builder loved by startups, designers and agencies.