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Redesigning Personal Finance Data Visualizations

For Envestnet | Yodlee, 2018

Money by Envestnet | Yodlee is a financial site that provides automated tools for consumers to easily manage their personal finances. 

 

For my Design Product Management Internship with Envestnet | Yodlee, I conducted an exploratory research and development project involving background research, data collection through interviews, development of user needs and requirements, initial product design, and early-stage user testing.  By doing so, I created a broad set of recommendations with prototypes to kickstart the data visualization redesign process.

The animation clip attached is a little mockup of some of the designs I created to explore the data visualizations. I was granted permission to display these on my portfolio.

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