Banking & Finance
Family Banking Platform
One connected banking experience for Family, friends and financial learning.
Client/ Company
UAE Retail Bank
Role
Principal Consultant
Duration
06 months
This image is best viewed on the desktop, but it works here too.
The work is real. The screenshots are classified. An NDA keeps the actual work under wraps, but I'm happy to talk through the details.
THE CHALLENGE
Traditional banking is built around individuals, leaving little room for shared financial experiences or age-appropriate learning. The challenge was to connect families and friends while helping children and teens build money management skills, without compromising security or parental oversight.
APPROACH
The experience brought social connections, guided learning and financial goals into one ecosystem.
Financial learning: Storytelling-led onboarding and milestone rewards along with gamified learning for children under 12, with incentivised, offer-based journeys for teens that balanced spending with saving.
Social banking: Friend and family invitations, custom circles, group creation and individual or group chats.
Parental oversight: Dedicated children's groups and safeguards for guided, age-appropriate activities.
Goals and commerce: Savings and product goals linked to progress tracking, purchases and redemptions.
Extended learning: Explored bringing financial education into school extracurricular activities.
// RESULT
Made banking more engaging through social circles, age-specific financial learning and goal-based money management.
For business, turned engagement into account growth, using invitations to attract new customers and goal-based sub-accounts to deepen banking relationships.
Banking & Finance
Family Banking Platform
One connected banking experience for Family, friends and financial learning.
THE CHALLENGE
Traditional banking is built around individuals, leaving little room for shared financial experiences or age-appropriate learning. The challenge was to connect families and friends while helping children and teens build money management skills, without compromising security or parental oversight.
Traditional banking is built around individuals, leaving little room for shared financial experiences or age-appropriate learning. The challenge was to connect families and friends while helping children and teens build money management skills, without compromising security or parental oversight.
APPROACH
The experience brought social connections, guided learning and financial goals into one ecosystem.
Financial learning: Storytelling-led onboarding and milestone rewards along with gamified learning for children under 12, with incentivised, offer-based journeys for teens that balanced spending with saving.
Social banking: Friend and family invitations, custom circles, group creation and individual or group chats.
Parental oversight: Dedicated children's groups and safeguards for guided, age-appropriate activities.
Goals and commerce: Savings and product goals linked to progress tracking, purchases and redemptions.
Extended learning: Explored bringing financial education into school extracurricular activities.
Client/ Company
UAE Retail Bank
Role
Principal Consultant
Duration
06 months
The work is real. The screenshots are classified. An NDA keeps the actual work under wraps, but I'm happy to talk through the details.
// RESULT
Made banking more engaging through social circles, age-specific financial learning and goal-based money management.
For business, turned engagement into account growth, using invitations to attract new customers and goal-based sub-accounts to deepen banking relationships.