Overview
Savr— Teaching Gen Z Financial Literacy
There is space for a platform that makes financial literacy both engaging and actionable. Savr aims to fill this gap by combining interactive, gamified learning with practical money tracking in a way that’s simple, relatable, and tailored to Gen Z.
DURATION:
20 Weeks
tools:
Figma, Illustrator
Google Forms
team:
Bright Hoang
Sophia Mai
Lana Vuong
Valeria Fierro
Samuel Lopez
Most financial education tools fail to connect with Gen Z.
They are often too text-heavy, overly academic, or designed for adults already managing investments—leaving younger audiences without a resource that feels approachable or relevant to their everyday lives.
How might we support Generation Z in developing a stronger understanding and confidence in their personal financial literacy?
01
Smart Wallet
The Wallet feature lets users manage their in-app money across different accounts, invest in stocks through learning modules, and earn cash rewards to personalize their pig—making financial literacy fun, interactive, and hands-on.
02
Personalized Learning Modules
Learning Modules guide users through personalized lessons tailored to their financial knowledge and goals. Interactive activities teach practical money management skills, turning abstract concepts into real-world practice.
03
Turn Finances into Fun
The Pig, inspired by a classic piggy bank, is a customizable in-game guide that helps users navigate their lessons. This gamified feature makes learning approachable and engaging, turning intimidating financial topics into a fun, interactive experience.
Research
Competitive & SWOT Anaylsis
We started by reviewing 30+ companies in the financial space, then narrowed to four key players—NerdWallet, Fidelity, Khan Academy, and Wealthfront. By digging deeper into their strengths and gaps, we identified where Savr could stand out for Gen Z.
Opportunity
Space
ADVANCED
EDUCATIONAL
PROFESSIONAL
ACCESSIBLE
Key Insights
Existing financial platforms either overwhelm users with dense content, or target older audiences, leaving an opportunity space in the education and accessibility section
Survey
We surveyed 127 Gen Z students about their financial knowledge, habits, and challenges. We gathered insights into the tools they use and how comfortable they feel about their knowledge of financial topics, revealing gaps in their financial literacy and opportunities for a solution.
33%
Comfort with Investing
11%
Comfort with HYSA
44%
Comfort with Retirement
19%
Comfort with Credit
85% of participants show major knowledge gaps in investing, retirement, and future-focused finance.
Interviews
We carried out one-on-one interviews to develop a more personal understanding of how Gen Z relates to financial literacy. These conversations gave us space to explore emotional responses, underlying motivations, and specific challenges that surveys alone could not capture.
Key Insights
Our interviews revealed most people prioritize handling immediate financial needs over long-term goals like retirement.
IDEATION
Crazy 8’s Method
We explored ideas like financial literacy policies, expense tracking widgets, and social spending apps. We ultimately chose to design a learning app with micro-investing and interactive modules to help users build financial confidence.
user Testing
Wire Framing & User Testing
We used this data to create a lo-fi prototype for user testing, allowing participants to interact with it and helping us refine layouts, visual hierarchy, and color choices.
Development
Final Product
THE DREAM TEAM