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📝 Research question
How can we make it easier for non-financially savvy millennials to start and continue successfully building wealth and saving for retirement?
🎯 Research objectives
- Understand why target participants have a hard time reaching retirement goals/savings goals.
- Find the barriers and hesitancies to invest.
- What are the tools and methods used currently for saving and investing?
- Find out how participants feel about their savings and whether they align with expert-recommended savings (are they overconfident or under-confident?)
- Understand the participants’ philosophy or approach to managing money and what long-term success is.
- Learn the day-to-day versus monthly versus yearly savings goals of participants and how they accomplish these goals (or why they do not achieve goals/are struggling to accomplish).
🤝 Role
User Researcher
🛠️ Tools
Miro
Mural
Zoom
💻 Test methods used
Moderated Usability Test
Semi-structured interviews
Card Sort