Barbara Price.
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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. 1. Researched first-time student investors
  2. 2. Designed an intuitive, tailored interface
  3. 3. Co-branded with major universities across the country to teach college athletes about investing and financial responsibility
  4. 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

Mobile Growth tab showing a Save $40 in 4 weeks smart habit card with start button, plus challenge categories for financial well-being
Growth hub · Challenges and smart habits that make saving feel achievable
Mobile Money mindfulness module listing mindful spending lessons with a 4 of 5 to-do progress counter and completed section below
Money mindfulness · Bite-sized lessons that build a healthier relationship with money

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