Redesign customer intake interface

Estado: Closed
Premio: $500
Propuestas recibidas: 95
Ganador: Rsquare Web Studio

Winner

Resumen del concurso

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;)

Habilidades recomendadas

Winner

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Comentarios del empleador

“@cehravi won the contest on 10 July 2020”

hanaakina101, United States.

Principales propuestas de este concurso

Rsquare Web Studio India

2
Rsquare Web Studio India

0
CoolDesignr India

0
CoolDesignr India

0
Rsquare Web Studio India

0
Makkina India

0
WebCraft111 Bangladesh

0
way2logic India

0
way2logic India

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way2logic India

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Hashkrio Tech LLP India

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mazcrwe7 India

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Hashkrio Tech LLP India

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nizagen Pakistan

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Nuraienn Bangladesh

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rosepapri India

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Ver más participaciones

Tablero de aclaración pública

CreativeKaif
- 3 años atrás
Please check #114 again, if the developers disagree with the winning design. They will say you why thanks
- 3 años atrás
bharanikumars
- 3 años atrás
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 años atrás
CreativeKaif
- 3 años atrás
#114
- 3 años atrás
Hashkrio Tech LLP
- 3 años atrás
Please check #47 and #78 design entry.
- 3 años atrás
bharanikumars
- 3 años atrás
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 años atrás
nikil02an
- 3 años atrás
Hi sir, Please check it #122 . Thanks
- 3 años atrás
arifbd12345
- 3 años atrás
Dear contest holder, please wait for my entry. I'm working on it.
- 3 años atrás
alimughal127
- 3 años atrás
i'm working on it right now, i have experience for that.
- 3 años atrás
1. Organizador del concurso
  - 3 años atrás
  Thank you.
  - 3 años atrás
2. alimughal127
  - 3 años atrás
  please check #86
  - 3 años atrás
bharanikumars
- 3 años atrás
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 años atrás
CreativeKaif
- 3 años atrás
Please check #114
- 3 años atrás
asmitjoy17
- 3 años atrás
Kindly check please #113
- 3 años atrás
Nihal Graphics
- 3 años atrás
#112 :)
- 3 años atrás
CreativeKaif
- 3 años atrás
Working on.
- 3 años atrás
AndrasKs
- 3 años atrás
Hello, I'm waiting for feedback on #87 . Thanks!
- 3 años atrás
bharanikumars
- 3 años atrás
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 años atrás
Rsquare Web Studio
- 3 años atrás
please provide feedback on #102 #103 #104 #105 #106
- 3 años atrás
alimughal127
- 3 años atrás
please check my entry #86 Thank you
- 3 años atrás
vishnuvs619
- 3 años atrás
#100 Thank you
- 3 años atrás
bharanikumars
- 3 años atrás
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 años atrás
WebCraft111
- 3 años atrás
Please check and provide feedback for my design #55 & #83 Thank you
- 3 años atrás
alimughal127
- 3 años atrás
please check #86
- 3 años atrás
alimughal127
- 3 años atrás
please check #86
- 3 años atrás
alimughal127
- 3 años atrás
Working
- 3 años atrás
Rsquare Web Studio
- 3 años atrás
Please provide feedback on #85
- 3 años atrás
Bkmraj
- 3 años atrás
give feedback on #62
- 3 años atrás
way2logic
- 3 años atrás
check entry #74 give some valuable feedback thanks.
- 3 años atrás
Rsquare Web Studio
- 3 años atrás
Please provide feedback on #48
- 3 años atrás
aminansar
- 3 años atrás
Please have a look at #60 and #65
- 3 años atrás
Makkina
- 3 años atrás
Please check #45 sir
- 3 años atrás
ApZzOoo
- 3 años atrás
Working on the project. Please give me a feedback of #33
- 3 años atrás
Makkina
- 3 años atrás
Please check #41 sir
- 3 años atrás
abdulnasihin
- 3 años atrás
Working on it
- 3 años atrás
ryjin2
- 3 años atrás
dont end the contest yet working here
- 3 años atrás
asmitjoy17
- 3 años atrás
Working on it...
- 3 años atrás
1. Organizador del concurso
  - 3 años atrás
  Thank you.
  - 3 años atrás
WisdomSolomon
- 3 años atrás
Hello, can we change the text and shape colours?
- 3 años atrás
1. Organizador del concurso
  - 3 años atrás
  Sure you can. We are looking for creativity.
  - 3 años atrás
aminansar
- 3 años atrás
Please have a look at entry #38 . Looking forward to your feedback!
- 3 años atrás
AashrayShinde
- 3 años atrás
Please review #29
- 3 años atrás
ApZzOoo
- 3 años atrás
Please review the design #33 and give feedback. ^_^
- 3 años atrás
WebCraft111
- 3 años atrás
Please review my design #22 #24 and provide your feedback. Thank you
- 3 años atrás
way2logic
- 3 años atrás
check Entry #20 #21 #23 I hope you like this more trust full-color combination . and sharp edges layout
- 3 años atrás
way2logic
- 3 años atrás
check entry #8 give some feedback about design
- 3 años atrás
1. Organizador del concurso
  - 3 años atrás
  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 años atrás
2. way2logic
  - 3 años atrás
  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 años atrás
SamrahSS
- 3 años atrás
#seal
- 3 años atrás
1. SamrahSS
  - 3 años atrás
  #sealed
  - 3 años atrás
2. Abdul1472
  - 3 años atrás
  It's sealed already
  - 3 años atrás