Case Study - Moment | Visual Design-Oriented Project

People’s relationship with money is radically changing, using technology available today and in the not too distant future how can we shape the future of personal financial management.

Using a wealth of ethnographic research we put together an extensive report into the relationship between people and money. We used the findings from this research to develop a financial assistant, who we named Mo.

Millennials are a heavily studied, and still largely misunderstood group of consumers. Their behaviours and attitudes are often misrepresented and they can be a difficult group for financial provider's to retain as customers. As Millennials make up roughly 25% of the population, they’re a valuable group for us to get to know.

Our research sought to uncover the underlying challenges that impact their attitudes and behaviours towards money.

First, in-home interviews were conducted to explore user behaviour through a blend of questions, activities and observation. Second, a remote diary study gave a contextual insight into transactional and spending behaviour whilst surfacing any contradictions between self-perception and reality.

We analysed the findings from the in-home interviews and diary studies to put together a set of themes and underlying tactics, which support those themes. Below are the three key themes and underlying tactics: