Redesign customer intake interface

  • Status: Pending
  • Prize: $500
  • Entries Received: 102

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:
[login to view URL]
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;)

Recommended Skills

Public Clarification Board

  • CreativeKaif
    CreativeKaif
    • 1 week ago

    #114

    • 1 week ago
  • Arity Infoway
    Arity Infoway
    • 1 week ago

    Please check #47 and #78 design entry.

    • 1 week ago
  • bharanikumars
    bharanikumars
    • 1 week 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.

    • 1 week ago
  • nikil02an
    nikil02an
    • 1 week ago

    Hi sir, Please check it #122. Thanks

    • 1 week ago
  • arifbd12345
    arifbd12345
    • 1 week ago

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

    • 1 week ago
  • alimughal127
    alimughal127
    • 3 weeks ago

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

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

      Thank you.

      • 3 weeks ago
    2. alimughal127
      alimughal127
      • 1 week ago

      please check #86

      • 1 week ago
  • bharanikumars
    bharanikumars
    • 1 week 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.

    • 1 week ago
  • CreativeKaif
    CreativeKaif
    • 1 week ago

    Please check #114

    • 1 week ago
  • asmitjoy17
    asmitjoy17
    • 2 weeks ago

    Kindly check please #113

    • 2 weeks ago
  • nihalhassan93
    nihalhassan93
    • 2 weeks ago

    #112 :)

    • 2 weeks ago
  • CreativeKaif
    CreativeKaif
    • 2 weeks ago

    Working on.

    • 2 weeks ago
  • AndrasKs
    AndrasKs
    • 2 weeks ago

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

    • 2 weeks ago
  • bharanikumars
    bharanikumars
    • 2 weeks 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.

    • 2 weeks ago
  • cehravi
    cehravi
    • 2 weeks ago

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

    • 2 weeks ago
  • alimughal127
    alimughal127
    • 2 weeks ago

    please check my entry #86 Thank you

    • 2 weeks ago
  • vishnuvs619
    vishnuvs619
    • 2 weeks ago

    #100 Thank you

    • 2 weeks ago
  • bharanikumars
    bharanikumars
    • 2 weeks 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.

    • 2 weeks ago
  • WebCraft111
    WebCraft111
    • 2 weeks ago

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

    • 2 weeks ago
  • alimughal127
    alimughal127
    • 2 weeks ago

    please check #86

    • 2 weeks ago
  • alimughal127
    alimughal127
    • 3 weeks ago

    please check #86

    • 3 weeks ago
  • alimughal127
    alimughal127
    • 3 weeks ago

    Working

    • 3 weeks ago
  • cehravi
    cehravi
    • 3 weeks ago

    Please provide feedback on #85

    • 3 weeks ago
  • Bkmraj
    Bkmraj
    • 3 weeks ago

    give feedback on #62

    • 3 weeks ago
  • way2logic
    way2logic
    • 3 weeks ago

    check entry #74 give some valuable feedback thanks.

    • 3 weeks ago
  • cehravi
    cehravi
    • 3 weeks ago

    Please provide feedback on #48

    • 3 weeks ago
  • aminansar
    aminansar
    • 3 weeks ago

    Please have a look at #60 and #65

    • 3 weeks ago
  • Makkina
    Makkina
    • 3 weeks ago

    Please check #45 sir

    • 3 weeks ago
  • ApZzOoo
    ApZzOoo
    • 3 weeks ago

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

    • 3 weeks ago
  • Makkina
    Makkina
    • 3 weeks ago

    Please check #41 sir

    • 3 weeks ago
  • abdulnasihin
    abdulnasihin
    • 3 weeks ago

    Working on it

    • 3 weeks ago
  • ryjin2
    ryjin2
    • 3 weeks ago

    dont end the contest yet working here

    • 3 weeks ago
  • asmitjoy17
    asmitjoy17
    • 3 weeks ago

    Working on it...

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

      Thank you.

      • 3 weeks ago
  • WisdomSolomon
    WisdomSolomon
    • 3 weeks ago

    Hello, can we change the text and shape colours?

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

      Sure you can. We are looking for creativity.

      • 3 weeks ago
  • aminansar
    aminansar
    • 3 weeks ago

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

    • 3 weeks ago
  • AashrayShinde
    AashrayShinde
    • 3 weeks ago

    Please review #29

    • 3 weeks ago
  • ApZzOoo
    ApZzOoo
    • 3 weeks ago

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

    • 3 weeks ago
  • WebCraft111
    WebCraft111
    • 4 weeks ago

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

    • 4 weeks ago
  • way2logic
    way2logic
    • 4 weeks ago

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

    • 4 weeks ago
  • way2logic
    way2logic
    • 1 month ago

    check entry #8 give some feedback about design

    • 1 month ago
    1. hanaakina101
      Contest Holder
      • 4 weeks 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.

      • 4 weeks ago
    2. way2logic
      way2logic
      • 4 weeks 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.

      • 4 weeks ago
  • SamrahSS
    SamrahSS
    • 4 weeks ago

    #seal

    • 4 weeks ago
    1. SamrahSS
      SamrahSS
      • 4 weeks ago

      #sealed

      • 4 weeks ago
    2. Abdul1472
      Abdul1472
      • 4 weeks ago

      It's sealed already

      • 4 weeks ago
  • shujaali782
    shujaali782
    • 4 weeks ago

    http://25dollar1up.com/bridge.php?user=waseemullah549082

    • 4 weeks ago
  • shujaali782
    shujaali782
    • 4 weeks ago

    earn money online with investment of only 35$

    • 4 weeks ago

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