Redesign customer intake interface

Contest Brief

We need an instructional designer to redo our new customer experience and intake forms.

We are a financial education company where we assist individuals and families to better understand their finances in order to pay off debt quicker and live a more enriching life. When these individuals enroll, they input their financial information to create a Financial Profile. We'd like an updated customer experience to collect the same data already ask for. Attached are screenshots of a few of the current pages. We need a update in design and any features to enhance the user experience.

Pages required with the form fields:

1st Section...Cash Section--2 subpages: Checking/Savings, Income
Checking/Savings
1. Name
2. Balance

Income
1. Name
2. Amount of each payment
3. Frequency
4. Next pay date
5. Account

2nd Section...Debts--6 subpages: Mortgage, Auto, Credit Cards, Line of Credit, HELOC, Other
Create each subpage with the following form fields:
1. Name
2. Original Balance
3. Current Balance
4. Monthly Payment Amount
5. Interest Rate
6. Term (in Years)
7. Next Payment Date

3rd section...Expenses--2 subpages: Fixed, Variable
Fixed
1. Category
2. Amount
3. Frequency
4. Next Pay Date
5. Account
6. Does this have an end date: Yes, on: (field for entering date); No end date

Variable
1. Category
2. Amount
3. Account
4. Select: "Create Separate Entry"; "Group into Weekly Expenses"

The employer is looking for:
An experienced UX designer to build an improved user flow for the 101financial student intake form . The project should be based on invision/figma.
The employer wants to build a website with similar functionality to the following websites:
Mint.com
Babel app - for learning
Turbo tax for form inputs.

The core features of the intake are:
Ability to input various form fields with validations
Walk through a journey to input the required information
Progress indicator, showing what percentage of work is left.
View history and transaction information in each of the requisite tabs.
Ability to aggregate credit cards and checking accounts from the UI. Any banking institutions, to pull the information to their accounts page. Daily updates.
Ability to connect your account to the card and checking accounts.


The winning entry will submit the following for successful awardance:
1) High fidelity mock ups per request from employer
2) wired up prototype in design tool of choice
3) Theme for ease of transferance to the development team (Hex colors, PSD graphics etc;)

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Winner
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Employer Feedback

“@cehravi won the contest on 10 July 2020”

Profile image hanaakina101, United States.

Top entries from this contest

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Public Clarification Board

  • CreativeKaif
    CreativeKaif
    • 3 years ago

    Please check #114 again, if the developers disagree with the winning design. They will say you why thanks

    • 3 years ago
  • bharanikumars
    bharanikumars
    • 3 years ago

    HI Ch, Kindly check my entries #90 and #96 . Two different UX & UI concept with better color variations. You can check link of APPLICATION WORKING PROTOTYPE. Leave your feedback. Thank you.

    • 3 years ago
  • CreativeKaif
    CreativeKaif
    • 3 years ago

    #114

    • 3 years ago
  • Hashkrio Tech LLP
    Hashkrio Tech LLP
    • 3 years ago

    Please check #47 and #78 design entry.

    • 3 years ago
  • bharanikumars
    bharanikumars
    • 3 years ago

    HI Ch, Kindly check my entries #90 and #96 . Two different UX & UI concept with better color variations. You can check link of APPLICATION WORKING PROTOTYPE. Leave your feedback. Thank you.

    • 3 years ago
  • nikil02an
    nikil02an
    • 3 years ago

    Hi sir, Please check it #122 . Thanks

    • 3 years ago
  • arifbd12345
    arifbd12345
    • 3 years ago

    Dear contest holder, please wait for my entry. I'm working on it.

    • 3 years ago
  • alimughal127
    alimughal127
    • 3 years ago

    i'm working on it right now, i have experience for that.

    • 3 years ago
    1. hanaakina101
      Contest Holder
      • 3 years ago

      Thank you.

      • 3 years ago
    2. alimughal127
      alimughal127
      • 3 years ago

      please check #86

      • 3 years ago
  • bharanikumars
    bharanikumars
    • 3 years ago

    HI Ch, Kindly check my entries #90 and #96 . Two different UX & UI concept with better color variations. You can check link of APPLICATION WORKING PROTOTYPE. Leave your feedback. Thank you.

    • 3 years ago
  • CreativeKaif
    CreativeKaif
    • 3 years ago

    Please check #114

    • 3 years ago
  • asmitjoy17
    asmitjoy17
    • 3 years ago

    Kindly check please #113

    • 3 years ago
  • Nihal Graphics
    Nihal Graphics
    • 3 years ago

    #112 :)

    • 3 years ago
  • CreativeKaif
    CreativeKaif
    • 3 years ago

    Working on.

    • 3 years ago
  • AndrasKs
    AndrasKs
    • 3 years ago

    Hello, I'm waiting for feedback on #87 . Thanks!

    • 3 years ago
  • bharanikumars
    bharanikumars
    • 3 years ago

    HI Ch, Kindly check my entries #90 and #96 . Two different UX & UI concept with better color variations. You can check link of APPLICATION WORKING PROTOTYPE. Leave your feedback. Thank you.

    • 3 years ago
  • Rsquare Web Studio
    Rsquare Web Studio
    • 3 years ago

    please provide feedback on #102 #103 #104 #105 #106

    • 3 years ago
  • alimughal127
    alimughal127
    • 3 years ago

    please check my entry #86 Thank you

    • 3 years ago
  • vishnuvs619
    vishnuvs619
    • 3 years ago

    #100 Thank you

    • 3 years ago
  • bharanikumars
    bharanikumars
    • 3 years ago

    HI Ch, Kindly check my entries #90 and #96 . Two different UX & UI concept with better color variations. You can check link of APPLICATION WORKING PROTOTYPE. Leave your feedback. Thank you.

    • 3 years ago
  • WebCraft111
    WebCraft111
    • 3 years ago

    Please check and provide feedback for my design #55 & #83 Thank you

    • 3 years ago
  • alimughal127
    alimughal127
    • 3 years ago

    please check #86

    • 3 years ago
  • alimughal127
    alimughal127
    • 3 years ago

    please check #86

    • 3 years ago
  • alimughal127
    alimughal127
    • 3 years ago

    Working

    • 3 years ago
  • Rsquare Web Studio
    Rsquare Web Studio
    • 3 years ago

    Please provide feedback on #85

    • 3 years ago
  • Bkmraj
    Bkmraj
    • 3 years ago

    give feedback on #62

    • 3 years ago
  • way2logic
    way2logic
    • 3 years ago

    check entry #74 give some valuable feedback thanks.

    • 3 years ago
  • Rsquare Web Studio
    Rsquare Web Studio
    • 3 years ago

    Please provide feedback on #48

    • 3 years ago
  • aminansar
    aminansar
    • 3 years ago

    Please have a look at #60 and #65

    • 3 years ago
  • Makkina
    Makkina
    • 3 years ago

    Please check #45 sir

    • 3 years ago
  • ApZzOoo
    ApZzOoo
    • 3 years ago

    Working on the project. Please give me a feedback of #33

    • 3 years ago
  • Makkina
    Makkina
    • 3 years ago

    Please check #41 sir

    • 3 years ago
  • abdulnasihin
    abdulnasihin
    • 3 years ago

    Working on it

    • 3 years ago
  • ryjin2
    ryjin2
    • 3 years ago

    dont end the contest yet working here

    • 3 years ago
  • asmitjoy17
    asmitjoy17
    • 3 years ago

    Working on it...

    • 3 years ago
    1. hanaakina101
      Contest Holder
      • 3 years ago

      Thank you.

      • 3 years ago
  • WisdomSolomon
    WisdomSolomon
    • 3 years ago

    Hello, can we change the text and shape colours?

    • 3 years ago
    1. hanaakina101
      Contest Holder
      • 3 years ago

      Sure you can. We are looking for creativity.

      • 3 years ago
  • aminansar
    aminansar
    • 3 years ago

    Please have a look at entry #38 . Looking forward to your feedback!

    • 3 years ago
  • AashrayShinde
    AashrayShinde
    • 3 years ago

    Please review #29

    • 3 years ago
  • ApZzOoo
    ApZzOoo
    • 3 years ago

    Please review the design #33 and give feedback. ^_^

    • 3 years ago
  • WebCraft111
    WebCraft111
    • 3 years ago

    Please review my design #22 #24 and provide your feedback. Thank you

    • 3 years ago
  • way2logic
    way2logic
    • 3 years ago

    check Entry #20 #21 #23 I hope you like this more trust full-color combination . and sharp edges layout

    • 3 years ago
  • way2logic
    way2logic
    • 3 years ago

    check entry #8 give some feedback about design

    • 3 years ago
    1. hanaakina101
      Contest Holder
      • 3 years ago

      Thank you for your entry. To be honest it looks to cartoonish. We need something that will look more trustworthy and professional but clean and simple. We are dealing with peoples personal finances so we need to maintain that.

      • 3 years ago
    2. way2logic
      way2logic
      • 3 years ago

      check entry #8 give some feedback about design we can provide demo link complete admin panel with accounting. it's not cartoonist I think you are new in UX/UI it's " material design " . which admin panel you provide it's old fashion, not responsive, and the new user never understands what's is this and how to work. if you give chance we can implate it more user friendly, responsive, and eye-catching layout.

      • 3 years ago
  • SamrahSS
    SamrahSS
    • 3 years ago

    #seal

    • 3 years ago
    1. SamrahSS
      SamrahSS
      • 3 years ago

      #sealed

      • 3 years ago
    2. Abdul1472
      Abdul1472
      • 3 years ago

      It's sealed already

      • 3 years ago

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