The Financial Wellness Group

The client:

The Financial Wellness Group is a digital-first, educational financial-technology firm focussed on the B2B market in Australia. They make a difference to individual and workplace wellness by empowering employees to build a financially sustainable future. www.tfwg.com.au

My role as a Content and Marketing Manager was two fold; the first was to lead the strategy and drive the design of our digital financial learning offerings with a small team of graphic and UX/UI designers. This included seminars, iPad applications, the use of a financial archetype tool developed in partnership with leading research facility McCrindle and more. The second was to look after the branding and marketing of the company. This involved leading a rebrand, a new style guide, the design of a thought-leadership booklet, email marketing and business pitch development.

One of our key products was a series of financial education modules delivered in small group workshops by our financial experts. This comprised of a powerpoint presentation alongside interactive iPad applications for every workshop attendee. The first two were launched successfully during my time, receiving average scores of 4.5/5. The third was in development when I left to work for Google.

• Design strategy workshops with stakeholders
• Creation of UX strategy & user flows for overall workshop in Axure, and later Lucid Chart
• Content strategy and art direction across all products and services.
• Overseeing wire framing with design team
• Leading brand development & asset creation with design team
• UI & product development with design & dev team
• UX writing, speaker script writing
• Oversee design & drive on deadlines
• Collaborate with tech dev lead on agile production
• User testing & design/dev iterations
• Product roadshow to stakeholders