Building a Financial Wellbeing Platform for employees
Product Design
IOS
When
2022
Role
Product Designer
For
Claro Money
Overview
Claro set out on a mission to bridge the advice gap in the UK. We built an app focused on delivering accessible financial coaching alongside saving, investing, education and budgeting features. Within Claro’s first year, we had over 20,000 users.
Problem
66% of UK adults don’t have access to financial guidance and support
With the cost of living crisis and other pressures, financial wellbeing became a priority among employers. There became a clear need for a new type of service.
Goal
Give people access to financial coaches and the tools needed to improve their finances
With access to Claro’s fully qualified coaching team, budgeting, saving and investing tools all under one app, Claro could really help people.
Solution
Building a journey based on each individuals goals
Claro helped users by framing their journey around their goals. We utilised a unique digital coaching journey alongside one to one coaching sessions and our app features to service all those in the advice gap.
Outcome
Within Claro’s first year we had over 20,000 users utilising our coaching, budgeting, saving and investing features. Over 300 app store reviews averaging over 4.3 stars.
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