Bluprint - Finance Confidently for the Future

Project

Bluprint

Role

Lead UX Designer

Contributions

UX Copywriting | User Testing | Research Synthesis | Persona and User Journey Development | Branding

TECHNOLOGIES

Figma

Team

Negar Khalili, Dasha Andreyeva

The challenge

How might we build personalized systems to decrease anxiety and cultivate a confident relationship with money so that our users manage their finances comprehensively and are prepared for future expectations?

THE GOAL

46% of Gen Zs and 47% of Millennials live paycheck to paycheck and worry they won’t be able to cover their expenses. They experience anxiety about their cost of living, desire financial guidance and education, and need flexible planning that adapts to their lifestyle and needs. We set out on a journey to create a virtual financial advisor that speaks to you like a friend, advises you as if they’re managing your money, and prioritizes your financial present and future. Because money isn’t just paying the bills or having six figures in the bank, finances are the tool to a prosperous future and a lifestyle of safety and convenience. Say goodbye to the restraints of money; you deserve to live your life wholeheartedly.

the SOLUTION

Meet Bluprint. Bluprint is a partner that understands how life can be unpredictable, and instead, Bluprint works to create milestones, adjust income fluctuations, and encourage self-fulfillment. We see ourselves as the financial architects of our users. Like blueprints, we are here to adjust to your needs and lifestyle. More importantly, we meet you where you’re at every turn in life. We get that life changes, so we’re here to provide you with the tools to manage your financial reality and future through our personalized design system that will leave you feeling confident.

Features

Creating a Financial Goal

Bluprint keeps your goals in mind. Users can set goal amounts, define start and end dates, enable autopayments, and choose how often they receive check-in notifications from Bluprint.

Shared Finances

Shared finances can be tricky—and frankly, awkward. Bluprint lets you add financial companions, and once a companion is added, you can easily set the percentage split you'd like to establish with each party. We know life isn’t always 50/50, and money shouldn’t be something stressful to discuss in your relationships.

Planning Ahead

Living life confidently is what Bluprint is all about. The “What-if” feature allows users to tackle payments by calculating a monthly rate based on income, interest rate, and timeframe. We want to set our users up for success; that’s why all “what-ifs” can be directly turned into financial goals.

Customizable Spending Categories

Finances shouldn’t be boring. That’s why Bluprint offers customizable spending categories with a library of icons and colors to choose from!

The rESEARCH

Meet our personas.

User Journey

Take a look at how Bluprint empowered Ann’s relationship with her finances.

Iterations

Wireframes and logo iterations.

User testing

Our team conducted card sorting during initial research, then user-tested our prototyped wireframes by asking participants to complete a series of tasks using Bluprint. We observed their reaction times, body language, and verbal feedback throughout the process.

The Branding

Bluprint's Branding Guidelines

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