UX matters in money matters!

When searching for a financial advisor to plan your future, you meet with several advisors who seem to understand the basics after explaining your income, expenses, etc.

"But then, every single advisor suggests a huge investment plan. Basically, they say, "Invest all your money now and forget about enjoying life!". 

Shouldn't a financial plan consider what kind of life you want to live? Do you want to travel the world, retire early, or own your dream house?"

This is where UX Design comes in! Just like designing a great app, financial planning needs to be USER-CENTERED.

Imagine an app that doesn't ask about YOUR interests, it just throws generic features at you. Wouldn't that be frustrating?

Financial planning should be the same! A good advisor should ask:

• What are your financial GOALS? Short & Long term?

• What kind of LIFESTYLE do you envision? Adventure seeker or homebody? ✈️

• What are your COMFORT levels with risk?

By understanding YOUR story, the advisor can create a personalized plan that balances future security with enjoying your TODAY.  

The point? Just like good UX design, good financial planning should be about YOU, not a one-size-fits-all approach. 🫵 Let's find financial advisors who listen and create a plan that lets you reach your goals AND live your life!

#UX #Finance #FinancialPlanning

Box cricket and UX

Yesterday, I attended a box cricket match where, unfortunately, our team lost. While we had a strong team "on paper" (meaning our players looked good on record), we weren't able to win as a unit.

Here's what I realized: each player seemed to be playing their own game, and communication between them was lacking. Despite having a plan and strategy, it wasn't adaptable to the situation.

This experience resonated with me because it can also happen in UX projects.

No matter how talented a UX or visual designer you are, working in silos without communication and timely feedback can hinder your ability to deliver solutions. Collaboration throughout the project is key to success. A strong UX strategy, along with the ability to adapt the process and resources as needed, can make all the difference.

While we lost the game, we learned valuable lessons. We'll take these learnings into future games and projects to improve our performance.

UX design in a nutshell

1. Find the problem users face.

2. Dig deep to understand the "why."

3. Craft solutions based on research.

4. Test designs & see what works.

5. Analyze results & learn from them.

6. Share & iterate for best results!