The Northwestern Mutual iOS app was released in July 2016 which was an MVP to match the desktop experience. The goal for the next January 2017 update was to provide clients insights on their spending behaviour. As a device, the mobile phone had the most potential to consistently and easily provide quick access for clients to track their budgeting needs–and in turn keep clients engaged.
Business goal and Research
Providing insights within context
Audit of the existing design and flow of the iOS app to determine where we could find opportunities to include spending behaviour insights:
From a single transaction, we can extract information from the captured data to help paint of a picture of a user’s spending behaviour. For example, we can inform users on how often they are spending, where they are spending and how much they are spending.
Also, with the categorisation of each transaction, we can provide insights on how they’re spending on their lifestyle.
Wireframes of flows and interactions
Overall flow of the mobile experience from Summary screen to a view of a single account:
Alternate placement to surface the visualisation of spending behaviour:
Filtering transactions on an Account view:
Categorisation of transactions:
Interaction for quicker categorisation of transaction: