Case Study

Context: The My Daily Dinero platform specializes in delivering personal finance content to millennials and first-gen professionals. They provide content through social media and recently started offering self paced courses and resources on their website.

Challenges: From market research, the platform has noticed that some clients started taking the IRA course before mastering some of the fundamental personal finance steps. The IRA course made them overwhelmed and some felt like they did not have enough funds to contribute to an IRA.

Solutions: This quick chart provided clients with the big picture of where their finances should be before opening an IRA. If clients felt like they were missing a step, they could then go back to the other courses offered and complete those instead.

Results: After looking at this chart, 30% of clients realized they were not ready to open and IRA and out of those, 80% felt less overwhelm when they felt ready to take the IRA course.