Stash is a fintech startup that democratizes access to investing for everyone.
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.
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.
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
A core feature of Stash was the ability to easily automate deposits and investments. This feature allowed users to build a habit of investing without having to even think about it. So it was vital to not only educate users about the benefits but to have them participate in a frictionless and elegant way.
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
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.