Freedom+ Card
SUMMARY
Freedom+ Card is a financial product reimagined by a team of five, including myself as the Service Designer. Our goal was to rethink how financial services empower individuals and groups. Through collaborative design, we enhanced the card's features to address gaps in user experience, simplify financial decision-making, and foster collaboration. While bound by NDA, this case study outlines the design approach, challenges, and outcomes.
As a Service Designer, I facilitated cross-functional collaboration, mapped user journeys, and designed seamless, user-centered experiences by connecting product, people, and processes to deliver impactful financial solutions.
Service Blueprint, Systems Thinking, Co-Design, Service Design, Holistic Design Approach, Customer Journey Management
CONTEXT
The Freedom+ Card originally offered standard credit card functionalities with limited financial planning tools.
Our redesign aimed to:
01
Simplify financial management
with AI-driven insights.
02
Encourage collaborative goal-setting
for families and groups.
03
Automate savings
for better financial habits
The Problem
Users found the existing product fragmented and inefficient, with pain points such as
1
Fragmented Financial Management
Users were juggling multiple apps for budgeting, saving, and spending, leading to inefficiencies and confusion.
2
Lack of Collaborative Tools
Families and groups struggled to align on shared financial goals due to the absence of dedicated tools.
3
Inconsistent Saving Habits
Manual saving processes led to sporadic contributions and unmet financial objectives.
4
Limited Insights for Decision-Making
Existing tools provided generic spending analysis but lacked actionable, personalized insights.
RESEARCH INSIGHTS
Key Decisions We Made as a Team
01
AI-Driven Insights
We prioritized real-time, actionable recommendations to simplify decision-making.
02
Family & Group Focus
Collaborative tools were built to align financial goals within households and groups.
03
Automation of Savings
Seamless, background savings ensured consistent contributions without user friction.
04
Integrated User Experience
Designed a unified platform to eliminate the need for multiple financial apps, streamlining the user journey.
Retrospective
Highlights of Changes (Before vs. After)
Aspects
Financial Insights
Group Collaboration
Savings Automation
BEFORE
Basic spending analysis.
Nonexistent.
Manual and inconsistent.
after
Proactive, AI-driven recommendations.
Shared goal-setting with transparent contribution tools.
Automatic round-ups linked to transactions.
IMPACT
80%
of users reported improved financial awareness within 90 days.
25%
Group goal-setting adoption boosted collective savings by this amount.
$600
Automated round-ups generated this average annual saving per user.
Experience the Future of Financial Freedom
The Freedom+ Card is more than just a credit card—it's your personal financial ally. Designed for individuals and families, Freedom+ combines cutting-edge AI-driven insights, collaborative goal-setting tools, and effortless savings to help you take control of your financial journey.
Plan Together
Collaborative tools keep families and groups aligned on shared goals.
Save More
Round-ups and AI recommendations grow your savings effortlessly.
Spend Smart
Real-time insights guide better financial decisions.
FREEDOM + CARD
Why Choose
Freedom+ Card?
Over 75% of users report improved financial habits within months of using Freedom+. Whether you're an individual looking to simplify your finances or a family aiming for better financial alignment, Freedom+ is your ultimate solution.
Personalized Financial Insights
Let our AI-powered assistant simplify your finances. From budgeting tips to proactive alerts, Freedom+ ensures you’re always one step ahead.
Effortless Savings
Make saving second nature. Every purchase rounds up to the nearest dollar,
Collaborative Financial Planning
Achieve shared goals with ease. Whether saving for a family vacation or managing household expenses, Freedom+ brings transparency and teamwork to your finances.
All-in-One Financial Management & Support
Say goodbye to juggling multiple apps. Freedom+ integrates spending, saving, and planning tools into one seamless experience.
How to
Get Started
01 — Download the App
Visit our website or download the Freedom+ app to start your application.
Fill in your personal details and submit your request.
02 - Activate Your Card
-
Once approved, you will receive your Freedom+ Card.
-
Follow the instructions in the app or website to activate it instantly.
03- Set Up Your Financial Goals
Customize your savings preferences and define collaborative goals for your family or group.
Enable the Round-Up feature to start saving effortlessly.
Join Us on Mobile!
Manage your Freedom+ Card anytime, anywhere. Track expenses, set goals, and save effortlessly—all from your smartphone. Download now on Google Play and the App Store!
Monitor Your Assets & Goals,
It’s More than Just Money
Freedom+ empowers you to build better habits, achieve meaningful goals, and secure a brighter financial future for yourself and your loved one
RREFLECTIONS
Learnings
01
User-Centered Design is Key
By involving users early, we uncovered unmet needs around collaboration and simplicity.
02
Systems Thinking Drives Success
Connecting touchpoints—from the app to customer support—ensured a cohesive experience.
03
Iterate and Test
Frequent prototyping and testing with stakeholders helped refine features quickly.
05
Conclusion
Redesigning the Freedom+ Card showcased the power of service design to transform a standard product into an innovative, user-first solution. Our team’s holistic approach addressed real-world challenges, creating a product that empowers users to achieve financial freedom collaboratively and effortlessly.
(Note: Specific research data and proprietary details have been omitted due to NDA obligations.)
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