UX Design

Fifth Third
Savings Planner

The Savings Planner reimagines how customers prepare for life's biggest milestones by combining personalized planning with AI-powered guidance.

THE PROBLEM Major life events often come with financial uncertainty, making it difficult to know how much to save or where to begin.

The opportunity was to enhance the existing savings goals feature with a more guided and approachable planning experience.

MARKET RESEARCH Looking at how budgeting apps introduced AI revealed ways to help users plan ahead, anticipate costs, and make more informed financial decisions.

USER RESEARCH To understand how people approach saving for major life events, 8 interviews were conducted with a focus group: first-time parents.

From the interviews, three key themes emerged.

Lack of Cost Clarity

“We knew daycare
would be expensive, but
not by how much.”

Trial-and-Error Spending

“We just bought things
as we needed them.”

Unexpected Costs

“You can prepare as much
as you want, but you can’t truly know what will happen.”

USER JOURNEY MAPPINGResearch findings were applied to the user journey map to identify key moments of friction and opportunities to address these obstacles.

ESTABLISHING USER FLOW
The journey map shaped the user flow, guiding users from planning toward establishing a savings goal within the existing mobile experience.

CONCEPT DEVELOPMENT Early sketches explored different directions for the experience, translating user needs into features and exploring opportunities for AI integration.

FINAL DESIGNS
The flow follows a first-time parent preparing for the arrival of their child within the next six months.

Entry Point

Guided Questions

Savings Planner: Your Plan

INTERACTIVE PROTOTYPE
For the best experience, view on a mobile device.

Savings Planner

Fifth Third Savings Planner

Fifth Third
Savings Planner