Envisioning a connected platform experience for a financial tech company*

How might we maximize the potential of a connected platform experience and rethink AI’s role in the journey?

*Live client project, sensitive details redacted

TYPE OF WORK
Client Project at Lippincott

SKILLS & PROCESSES
Primary & Secondary Research
Prototyping & User Testing
Experience Design & Strategy

DURATION
4 weeks

TEAM
Collaborators: Cole Nielsen, Michelle Kurzner
Extended Team: Brand Strategy & Experience Innovation Teams at Lippincott

DATE
December 2023

Challenge

Users don’t have a connected experience across products and don’t see the value in using more than one.

Insight

The newly launched AI tool can also act as a “hand to hold” and prompter through the cross-product journey.

Approach

An “experience vision” that imagines a seamless transition between 4 different products, to envision a future state platform experience that provides maximum value to users.

Snapshots of the Experience Vision

Previous
Previous

Impower: Financial Empowerment for Immigrants

Next
Next

The Dinner Table Toolkit: Facilitating Trust & Communication Between Parents & Children