Roi

SERVICES

APP DESIGN

Branding

Marketing

PROJECT TYPE

AGENCY CLIENT

Consumer Reports partnered with Spark No. 9 to design and test Roi, a new financial planning app built to bring Consumer Reports' unbiased, no-advertising approach to personal finance.

I designed the brand identity along with key product flows: onboarding, savings goal calculators, a monthly check-in system, and a points-based rewards program.

We ran Instagram ads to validate demand before development, testing messaging and creative to see what resonated with potential users.

App Design: From Research to Roi

Consumer Reports had extensively interviewed real people about their money anxiety. Two things came up consistently in their research: people either felt overwhelmed about money and didn't know where to start, or they felt like existing apps and educational resources were too complex and made them feel discouraged rather than supported. I used this research to guide the design of the app, from the key screens to the tone.

All your goals, at a glance

See all your savings goals at a glance, each one showing real progress in a way that actually makes sense.

Level up your financial knowledge

Go deep on real financial topics, then get the tools to put what you've learned into action.

Develop habit worth keeping

A fun, bite-sized question every day to keep you coming back.

Redeem points for rewards

Collect points from daily challenges and for hitting savings goals. Redeem for gift cards or to donate to a cause that's close to you.

Update your monthly savings

Link your account to log what you saved, and watch it split across your goals.

Digital Campaigns

Three positioning strategies, cost, repair quality, and customer support, were developed and tested across paid social. Each position came to life through ads and landing pages, to determine which drove the most interest.

Strategy 1: Cost

Smiling HomeServe tech in a hard hat and red shirt holding a clipboard promoting no surprise home repair prices.

HomeServe landing page with affordable home repairs promo.

Roi