Growth & Accessibility Teams

Growth & Accessibility Teams

Growth & Accessibility Teams

I joined Betterment in 2019 with a strong interest in personal finance and a curiousity for working at a young humanist financial tech company.  As part of Betterment's aquisition team, we researched what personal finance meant to our diverse prospective customers.  We explored the best way to convince new users that a robo-advisor which offers ETF portfolios and fiduciary advice would be their next best life decision.

Accessibility is a priority at Betterment. As a designer, I initiated the arduous task of standardizing styles, components and type treatments to be a11y compliant. I worked closely with the engineering team focused on this initiative to push these updates live. 

I joined Betterment in 2019 with a strong interest in personal finance and a curiousity for working at a young humanist financial tech company.  As part of Betterment's aquisition team, we researched what personal finance meant to our diverse prospective customers.  We explored the best way to convince new users that a robo-advisor which offers ETF portfolios and fiduciary advice would be their next best life decision.

Accessibility is a priority at Betterment. As a designer, I initiated the arduous task of standardizing styles, components and type treatments to be a11y compliant. I worked closely with the engineering team focused on this initiative to push these updates live. 

I joined Betterment in 2019 with a strong interest in personal finance and a curiousity for working at a young humanist financial tech company.  As part of Betterment's aquisition team, we researched what personal finance meant to our diverse prospective customers.  We explored the best way to convince new users that a robo-advisor which offers ETF portfolios and fiduciary advice would be their next best life decision.

Accessibility is a priority at Betterment. As a designer, I initiated the arduous task of standardizing styles, components and type treatments to be a11y compliant. I worked closely with the engineering team focused on this initiative to push these updates live. 

App Onboarding

Problem: The biggest dropoff point in the funnel is between a prospect customer launching the app and entering their email address.

Goal: Deliver an engaging & interactive first launch experience that will keep prospect's attention while we deliver a focused overview of each product offering and the value it provides.

Enagage: Focus on using patterns from commonly used apps that users are familiar with and find delightful.  

App Onboarding

Problem: The biggest dropoff point in the funnel is between a prospect customer launching the app and entering their email address.

Goal: Deliver an engaging & interactive first launch experience that will keep prospect's attention while we deliver a focused overview of each product offering and the value it provides.

Enagage: Focus on using patterns from commonly used apps that users are familiar with and find delightful. 

App Onboarding

Problem: The biggest dropoff point in the funnel is between a prospect customer launching the app and entering their email address.

Goal: Deliver an engaging & interactive first launch experience that will keep prospect's attention while we deliver a focused overview of each product offering and the value it provides.

Enagage: Focus on using patterns from commonly used apps that users are familiar with and find delightful.