Mint's Intuit - Design Challenge

Mint’ Intuit: Design Challenge

Role: Lead Researcher

Partners: Ankush Ahuja, Quinn Rhodes

Time: Jan - April, 2021

Disclaimer: Due to Confidentiality (NDA), below are the highlights of the project. For additional findings and learnings, please contact hkim.ng24@gmail.com

Context:

Mint is a personal finance management tool developed by Intuit that allows users to track their spending, set budgets, and manage their money.

Challenge Question

The high level objective of the project is to identify strategies to help Minters (mint users) save more and spend less

Methods

Secondary research

Lit reviews: behavioral finance, financial literacy, emotional wheels, motivation, fresh start effect, social proof, implementation intention
Mint’s Intuit past research: customer target and brand strategy, motivation, qualitative research, customer retention
Behavioral Science framework: DRIVE (Richard Thaler), CREATE (Stephen Wendel)

Primary research

Stakeholder and SME interview: Marketing, Product, Data, VR/AR experts
Qualitative: virtual semi-structured interviews with Mint users
Survey: Qualtrics survey with Likert scale for 9 statements related to personal finance
RCT: Qualtrics & MTurk testing the effect of self reflection (reflect on a recent achievement) reflection on financial behavior (money allocation)

Learning:

Opportunity to meet and collaborate with many different people on the Mint team, whose roles are varied: Product Manager, UX Designer, Content Designer, Certified Financial Planner, Behavioral Scientist, Mint’s Director of Design.
Working with client as a consultant: how to communicate and interact with them, e.g., send agenda and questions before the meeting, ask for following-up materials, ask for meeting with more stakeholders, align with their goal, leverage their own research.
Teamwork: set clear objectives for the team in terms of responsibilities and expectations and establish a norm for how we would communicate and collaborate.