Stash is a fintech startup that democratizes access to investing for everyone.
Client
Project Type
Working in an embedded manner with Stash's money movement team, we tackled a variety of different customer challenges and business initiatives to grow deposits and thereby grow their user's long-term investment portfolios.
A key area we worked on was a core product feature called AutoStash which allowed users to automate their investments in a set it and forget it manner.
The Problem
Working with product and user research, we tackled some of Stash's top customer service support requests: money transfers and automation.
Users were often confused by:
01 / How to set up transfers, such as withdrawals
02 / Max transfer limits
03 / Funds availability and processing times.
![](https://cdn.prod.website-files.com/630cc22e70480a34165b80ee/630cc22e70480a71a05b81b4_stash-image-10%402.png)
The Solution
The Solution
The previous transfer motif was centered around moving money between a source and a destination, which led to confusion. In our new approach, we focused on the jobs to be done:
01 / Add money to an account, i.e. deposit
02 / Move money between accounts
03 / Withdraw money
![](https://cdn.prod.website-files.com/630cc22e70480a34165b80ee/6333a65c92aa03bb1c3581ec_transfer.gif)
App Design
Auto-Stash Simplified
01 / Organized the tabs by investments and deposits
02 / Stacked action tiles display key insights and tips
03 / Overview visualized auto-deposits and investments
04 / Active strategies show current automatications
![](https://cdn.prod.website-files.com/630cc22e70480a34165b80ee/630cc22e70480a2c315b81ab_stash-image-06%402.jpg)
Auto Investments
01 / Tile shows active recurring investments
02 / Graph shows projected growth to keep users motivated
03 / Callout tiles promote additional ways to invest with the platform.
![](https://cdn.prod.website-files.com/630cc22e70480a34165b80ee/630cc22e70480a49925b81a3_stash-image-05%402.jpg)