Financially | Ally Bank
What if banks lead
with partnership
instead of products?
We wondered the same thing.
And decided to do something about it.
This two-year, mammoth undertaking began with an ask to replace a financial education vendor who was sunsetting their curriculum. As questions were raised, we quickly realized the digital journey to grow your financial knowledge at Ally was disparate and confusing - making it likely to be unused by the population needing it most.
We decided to reimagine the journey, rewrite the content, and relaunch our content in a digital education experience for all.
What + How
Project Map
Leveraged personalization and gamification to assist people with fresh ways to move up the financial continuum.
Mapped disparate paths across all of Ally’s financial health journeys.
Prototyped an integrated vision uniting both internal and external stakeholders, bridging vertical activities and optimizing resources.
Established an overarching enterprise governance structure for cross-team efficiency and diverse stakeholder perspective.
Conceptualized and designed consumer financial education experience journeys across multiple digital touchpoints.
Researched, wrote and designed four workshops about money motivations - Money Roots - and nine workshops with direct tips and education for better money habits - Money Skills (participant guides, facilitator guides and presentations).
Leveraged gamification and Gen AI to personalize consumer assistance in providing fresh ways to grow financial know-how.
Leveraged personalization and gamification to assist people with fresh ways to move up the financial continuum.