Origin
Year
2025
Industry
Personal finance
Role
Research, strategy, product design
Stages
Find, shape, cut, launch
A nugget of insight is found through research. User testing told us where the product was losing people, and each conclusion carried a fix.
Account
Manual login was still required for each financial institution despite the Plaid integration. Add a connection troubleshooting wizard and a credential preparation checklist.
Budgeting
Budget creation was described as a bit more manual than expected. Implement a smart budget wizard with categories suggested from spending history.
Hidden tools
Users reported Origin still being in its infancy with features. Add contextual feature tours and progressive disclosure of what is there.
Missing bits
Former Monarch users were considering switching back over missing functionality. Prioritise transaction editing and bill tracking to reach parity.
Open data sharpened the picture. Each finding became a design decision rather than a slide.
Customer journey map
The future product is shaped in close collaboration with the client. Together we produced a solid amount of conceptual sketches representing the ideal customer journey, and they found their reflection in the final cut.
Facets polished to shine bright. The product is ready to go live.
Dashboard
An intuitive dashboard turns complex financial data into something readable at a glance: real-time portfolio performance, goal tracking and personal financial health metrics.
Estate planning
Sophisticated estate planning made accessible, guiding people through trust structures, beneficiary management and tax-optimised wealth transfer.
Learning
Adaptive learning paths that evolve with a person’s financial journey, delivering short insights and interactive tools rather than a library to wade through.
Settings
Complete control over financial privacy, notifications and account configuration, balancing granular customisation against staying usable.
Onboarding
Progressive profiling, smart data integration and personal goal setting, turning new users into engaged wealth-builders in minutes rather than months.
Key milestones
User testing
Facilitation
Strategy
Vision
Value based roadmap
Prototype
Design principles
Design
Full cycle
Final user test
Strategic insights shown here are skewed for presentation purposes, and results may differ from the client’s official stance.