Yodlee MoneyCenter Add Account

Project

Yodlee MoneyCenter Add Account Flow

One of the most critical tasks when you’re using an financial aggregation software like Yodlee MoneyCenter is the Add Account flow. That experience needs to be simple, easy to understand, even engaging to do. I was tasked to iron out all the friction areas for this flow and make it as simple to do as possible. Make it delightful in the process? That’s a must.

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Task

Task

To make the most important task flow in the MoneyCenter application as simple, engaging, and delightful as possible. The aim is to get users to do this repeatedly so it needs to be as frictionless as possible.

Skills Involved

Skills & Process

  • Photoshop
  • Axure
  • Persona Creation
  • Visual Design
  • Illustrator
  • Interaction
  • Information Architecture
  • Task Flow Analysis
  • Competitve Analysis
  • Content Strategy
  • Microinteractions
  • Prototyping