This project aimed to contribute to future financial growth by leveraging human-centered design to better understand customers, generate new financial offerings, and improve personal investment strategies. The focus was on helping recent graduates transition into the working world with a strong foundation in financial literacy and investment planning.
Our research focused on Generation Z within the Hispanic community, specifically addressing their financial literacy challenges and goals. We aimed to identify pain points, cultural influences, and unique behaviors that impact their financial decision-making. Our findings were also intended to open doors for other young ethnic groups facing similar challenges when it comes to managing and investing money.
Our research provided key insights for Fidelity to develop targeted financial education programs and tools that cater to Gen-Z Hispanics. By addressing cultural financial responsibilities and offering personalized financial planning solutions, financial institutions can better engage, support, and retain this growing customer segment.
Hello, I'm Tykiera!
A design leader who utilizes human-centered
design to integrate business with creativity.