The Chase Challenge is a digital experience consisting of a series of activities and resources that helps user develop healthy financial habits.
Opportunity
People are stressed about their finances and acknowledge needing help to improve their finances, but despite the abundance of personal financial management (PFM) tools, people are overwhelmed and don’t know where to start.
By guiding consumers through small wins, we’ll give them confidence and validation they need to stay motivated throughout their journey to improve their financial health.
My Role
As the design director, I oversaw the creation of the user experience. At first, I managed the work done by an external agency and when we moved the work internally, I continued to provide direction to my UX designers and content editors. I partnered with the product management team to help define the product roadmap and used analytics to help identify future enhancements, worked closely with the development team to ensure the final product fully aligned with the design deliverables and collaborated with various user and market research teams to ensure the product’s usability and market fit.
Results
Since its launch in Q2 2021, +300k users have used the Chase Challenge with an average of 72% task completion rate resulting in 8k new account openings and product enrollments.
