BCR - Financial Coach

Adrian Stoian

UX Researcher
UX Designer
UI Designer
Figma
Jira
Miro
BCR
BCR Financial coach summary
BCR Financial coach summary

Lead UX / UI Designer

Coordinating, Leading, and Organizing BCR UX Team: Ensuring optimal team efficiency and performance.
Stakeholder Collaboration: Working with stakeholders to ensure accurate communication and design efficiency.
Mentoring and Coaching: Developing designers' UX, UI, and soft skills.
Delegating and Managing UX Deliverables: Assigning tasks and managing deliverables effectively.
Team Leadership: Guiding the design team and enhancing workflow.
Hiring and Coaching Designers: Recruiting, managing, and coaching designers.
Project Coordination: Overseeing various design projects to ensure success.
Marketing and Strategy Understanding: Understanding marketing initiatives and target audience needs.
Workflow and Documentation: Setting team workflows and documenting processes.
Job Interviews: Conducting interviews to hire top talent.
Resource Allocation: Finding resources and courses for designer development.
Proactive Issue Resolution: Identifying and addressing design issues.
Creating UX Standards and Best Practices: Developing UX workflows and collaboration guidelines.
Defining BCR (MAP) Design System: Ensuring consistency and improving collaboration with developers.
Understanding User Perspectives: Actively listening and observing to understand user needs.
User-Centered Design: Creating designs based on market analysis, data, and feedback.
Clear Communication: Communicating design concepts across audiences and organizational levels.
UX Audits and Testing: Performing audits and tests to optimize user experience.
Data Interpretation: Analyzing data with tools like Content Square and Google Analytics.

Senior Product Designer

Understand and Define Business Objectives: Understand and define business goals.
Identify Pain Points and Obstacles: Recognize and address obstacles and issues.
Team Brainstorming and Focus Groups: Facilitate team brainstorming sessions and focus groups.
User Research: Conduct user research to identify opportunities for improvement in existing products or services.
Wireframes and Prototypes: Create lo-fi and high-fi wireframes and prototypes to demonstrate interaction flows and validate ideas.
Information Architecture: Develop information architecture and site maps.
Visual Design: Create high-quality visual designs for products or services, including user interfaces for websites, apps, and other digital products.
User Testing: Perform quantitative and qualitative user-testing sessions to understand customer needs.
User Flows and Journey Mapping: Create user flows, user journey maps, and identify red routes.
UX and UI Research: Conduct research on best practices and methodologies.
Design System: Define the BCR (MAP) Design System to ensure consistency, reduce delivery time, and improve collaboration with the FE Developers team.
Interface Design: Design mobile and web interfaces, including states, corner cases, and errors & alerts.
Skeleton Creation: Create skeletons of all pages and screens.
UX Specs and Documentation: Create UX specifications and documentation for FE developers to explain functionality.
Quality Assurance: Provide QA after implementation.
Creative Problem Solving: Find creative ways to solve UX problems (e.g., usability, findability).
Competitive Analysis: Conduct competitive analysis to stay updated on the latest trends.
Financial Coach is an intuitive platform designed to empower users with the knowledge and tools to manage their finances effectively. Through personalized guidance, expert resources, and easy-to-follow steps, Financial Coach helps individuals organize their money, set financial goals, track expenses, and make informed decisions

📋 Task

To create a solution that helps individuals organize, manage, and improve their financial well-being through personalized guidance and educational resources, addressing the growing need for financial literacy and efficient money management.

📕 Challenges

📌 Understanding User Needs and Behavior
Gaining a deep understanding of diverse user financial behaviors and needs was difficult, as users have varying levels of financial literacy, habits, and goals. Designing a solution that could effectively cater to both beginners and advanced users required extensive research.
📌 Balancing Simplicity and Functionality
The challenge was to create an intuitive and user-friendly interface that didn’t overwhelm users with complex financial information. We needed to balance the sophistication of financial tools with ease of use.
📌 Personalization of Financial Advice
Delivering personalized financial advice was complex due to the need for adaptive algorithms and varied user goals (e.g., saving, investing, debt reduction). Ensuring that the advice felt tailored and accurate for each user was a major hurdle.
📌 Creating Engaging Educational Content
Developing educational resources that were both informative and engaging was tough. The content needed to be accessible for users at all financial knowledge levels, while also keeping them motivated to achieve their financial goals.

Turning Financial Overwhelm into Clarity

Introducing BCR-Financial Coach

Financial Coach pages
Financial Coach pages
Process of creation
Process of creation
Persona creation
Persona creation
UX Laws and principles used
UX Laws and principles used
Workflow process
Workflow process

We research, empathize, and iterate to create intuitive and user-centered experiences

We research user behaviors, empathize with their financial struggles, and iterate on design to create a seamless, intuitive platform that empowers users to take control of their finances with confidence.
High-fidelity wireframes
High-fidelity wireframes
Empathy map
Empathy map

Hear what our users are saying about our Financial Coach

User testing sessions
User testing sessions
Financial Coach pages
Financial Coach pages
Interested in collaborating with me? stoian.adrian91@gmail.com
Interested in collaborating with me? stoian.adrian91@gmail.com
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