MetLife has since re-positioned Upwise to be aimed at understanding your benefits, rather than finances.

We re-framed how users approached their saving targets, and helped them set measurable milestones.

One aspect of the work we did was centered around helping couples navigate their financial health together; discussing money is often the most contentious thing in a relationship, so we wanted to re-frame how we approached this touchy subject.

Helping those wanting to change their financial outlook and viewpoint

Upwise was started by MetLife as a way for their customers customers to become more financially literate and better understand things like saving for the long-term. We came into an already established design system, but had room to expand it.

Upwise was started by MetLife as a way for their customers customers to become more financially literate and better understand things like saving for the long-term. We came into an already established design system, but had room to expand it.

Using & applying existing brand language

Emergency Fund

3 week left

$100.00

/ $150

$1,000.00

/ $15,000

Vacation

11 months left

Earnings

Spending

Savings

Monthly Savings

Let’s make sure everythings correct:

Expected Earnings

$3,300.00

Actual Cash Outflow

$2,000.00

Potential Savings

$1,300.00

$1,300

Saved last month

$3,200 Savings

Last 3 months

Feb

$300

$500

$500

$200

Mar

$500

$600

Apr

Goal

Actual

Let’s allocate this money towards your Savings Goals to stay on track.

Update Savings Goals

Demystifying and changing money habits