WorkOwnit

Research-led product work for a pre-seed fintech

Ownit is a personal wealth management application based on research by women for women. Its purpose: find out what keeps women from managing their money, and encourage them to take ownership of their financial decisions.

Business model canvas for Ownit.
Type
B2C start-up, fintech, responsive app
Year
2022
My role
Co-founder, product manager and design lead; mentored a product designer

Research

I defined the goals of the research, planned and built it, trained the people running it, analysed the data and drew the conclusions. The main objective: uncover the challenges and needs behind women’s disengagement from long-term financial decisions.

Method
A qualitative study, to go deep into individual experiences.
Consistency
A template, guidelines and a structured questionnaire so data collection stayed methodical and unbiased.
Team
I guided two research partners, with an emphasis on thorough documentation.
Analysis
Findings grouped into common pain points and themes, with outliers and extreme cases captured separately through a “heart node” system.
Competitive landscape map grouping wealth management, investment, budget and banking tools.
Landscape of wealth, investment, budget and banking tools.
Research analysis board with clustered findings.
Analysis board.

Journey, structure and mentorship

We ran a user journey exercise to understand the challenges women face in household economic decisions, capturing both emotional and practical experience. I mentored a fellow designer through it, and later through the information architecture, giving feedback and running the discussions that refined the structure.

User journey map plotting stages of household financial decisions with notes beneath each stage.
User journey.
Information architecture diagram, first version.
Information architecture, first pass.
Information architecture diagram, refined version.
Refined structure.

Wireframes and design

I built the initial wireframes, which became the foundation for the screen designs a designer created under my guidance. I also coached her on working with developers and adapting designs during development. The final designs are a collaboration between us.

A row of mobile wireframes for the Ownit app.
Wireframes.