SumIt Finance
Washington, DC
UX Research | UI Design | Brand & Identity
2021

SumIt Finance

Our client came to us with the desire to create a financial support product for freelancers, solopreneurs, and the self-employed. Our approach included conducting ethnographic user research, designing research, and co-creating prototypes, concepts, and brand designs with customers. I played a lead role in brand creation and marketing, and a supporting role in research and UX design to create SumIt. SumIt is the money management platform to help you see the big financial picture, analyze which projects are most profitable, and save smartly for your future.

Research
App Design
Brand
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Needs Finding > Brand Resonance

Through countless conversations and tests with freelancers, we uncovered various jobs to be done and were able to solidify three key value propositions for this demographic. We worked with a design and development team to turn our prototypes and our brand identity into a reality.

Once we had an alpha product, it was time to start acquiring users. I designed our branding to be friendly, memorable, and technical. I drew upon high-contrast green tones to emphasize growth and financial well-being while being mindful to avoid harsh red tones that users associate with a negative balance.

I introduced a whimsical illustration style that would make the technical, daunting aspects of financial management more approachable. The brand resonated well with users, so I moved forward to create a library of marketing materials to share the word about SumIt. We tested various ad styles and language and even developed short explainer videos to engage and entice users.

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