Overview \


Envisioning information

5 weeks

Nini Lin, Nancy Hu

Stephen Farrell

Problem and opportunity

An interdisciplinary project has two areas of design practice, infographic and user interface design. It addresses a niche of Fintech product specialized in serving college students.

Design solution

A FinTech app, call Xpand, which helps college students to track, analyze and manage their assets in a novel way, while communicating and providing financial advices to motivate them to achieve their financial goals. 



Task \


Project goal

The project focuses on designing two fundamental pieces of a financial application, that are budgeting the present and forecasting the future.

The assignment provided a persona. It includes the who are the user, his needs and concerns and his financial data.




Name: Daniel

Occupation: SAIC senior design Student

Age: 22

Financial Situation:

He is independent and no longer receive financial assistance from his family. He receives loan check from college for $4,000 each semester. he currently lives in a $700 apartment with two other roommates.

Date: October 31st, 2016


Should I move into a new apartment in January that will cost $50 more per month? I also want to save $500 flight tickets home in June.

Ideate \


College students are

Lack of financial management knowledge
Low income
No professional financial advisers
Simple financial structure
Occasional irrational consumption


Design question

How might we design a mobile application for college student to better manage their assets and enable a better financial habits?

Design approach

We aim to design an app enables user to forecast the future to better budget their present.

Graph making

The graph that we generated in Adobe illustrator by using Daniel’s annual expends indicates a financial crisis in the near future if he were to move into a new apartment that would cost $50 or more per month.


Innovative categorization

  • Non-discretionary

  • Discretionary

  • Happy


Prototype \


Prototyping and testing

We tested our paper prototype in class and received many good feedbacks. We made some changes in design, then use InVision made our prototype interactive.


Final Solution \


I’m currently revamping the project, because it is an old project. I wanted to give it a new life. Feel free to enjoy this old version while waiting for my new design.


Understanding the user’s needs is key to product design. Due to the constraints of time and limited interview samples, the design and strategy we conducted is still at the early stages of development. We believe it has potential to not only benefit college students, but also other users with similar financial background. 

Takeaway \ 


Other Design Work