Betterment

Integrating new features into a personal investment service.

Role

Product Strategy, Information Architecture, User Experience Design

Summary

Up until Sept of 2011, Betterment’s application allowed the creation of only one account or goal per user. In response to customer requests to segment money in more ways, Betterment asked me to help them add the ability to create multiple goals within their application. This required rethinking the way user accounts were set up, figuring out elegant ways to work within FDIC regulations, and creating interfaces to support the new feature. 

My approach began with familiarizing myself with their existing application and mapping it's structure. The resulting document set provided a solid starting point for conversations with all stake holders, from the CEO to the engineering team. From there I created product flows integrating new features and updated the interfaces for all affected parts of the application.

The ‘Multiple-Goals’ feature was presented at Finovate 2011 and can be seen in action from 1:50.

Site map

Site map

Flow for Goal Allocation Change

Flow for Goal Allocation Change