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©️ Claire Lorman 2025

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.

A more detailed case study can be shown in person.

moneymission 1
Emergency Fund
3 week left
$100.00
/ $150
badge-shapeEmergency Fund
$1,000.00
/ $15,000
Vacation
11 months left
badge-shapeVacation
Atom/PathAtom/Path
Icon/Tick
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Earnings
Icon/Tick
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Spending
Savings
Monthly Savings

Let’s make sure everythings correct:

Expected Earnings
$3,300.00
General Use/Add
Actual Cash Outflow
$2,000.00
General Use/Add
badge-shapeSavings
Potential Savings
$1,300.00
General Use/Add
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Demystifying and changing money habits

imageclaire lormand 1Macbook

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

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