Growth · College Investors
Engaged 100,000+ college students in year one to reach a new generation.
100K+
Students engaged, year one
Gen Z
New demographic reached
Over 62%
Users completing an incentivized learning lesson
01
Executive summary
Led a design team focused on college investors, engaging over 100,000 college students in the first year through an intuitive interface, tailored education and gamified features.
02
Business context
The company needed a strategy to reach a younger demographic early in their financial lives. Our first target users were college athletes who needed financial literacy support and guidance as they received name, image and likeness (NIL) payments. We co-branded with major universities across the country to help this demographic learn about investing and financial responsibility.
03
My role & scope
- — Directed design of the mobile app for iOS aimed at young investors (ages 18–35)
- — Personalized, gamified financial tools, designed within a 9-person UX design team
- — Partnered with Product, Marketing, Behavioral Research, Engineering and Investing Experts
04
Key decisions
Teach while doing
Built education directly into the product instead of separating it.
Make it motivating
Used gamified features to build habits in a first-time investor audience.
05
Approach
- 1. Researched first-time student investors
- 2. Designed an intuitive, tailored interface
- 3. Co-branded with major universities across the country to teach college athletes about investing and financial responsibility
- 4. Layered in education and gamification
06
Results
- ✓ 100,000+ students engaged in year one
- ✓ Over 62% of users completed an incentivized learning lesson
- ✓ Contributed significantly to younger-demographic strategy
07
Selected visuals
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Lifetime Moments
Open to VP+ design leadership roles

