Twine
Twine
Investment App for TWO
Role: Experience Lead
Circa: 2017
We worked with John Hancock to create the first ever investment app for couples. At the time there was not a way for couples to co-invest together and achieve their goals. This meant delayed retirement, unmet college funds and missed dreams.
We began with a simple idea of changing investment conversations from disarray to dialogue. We hinged our strategy around customer insights such as “If money can become a neutral subject, it allows couples to relax and enjoy the rest of life”. With that we began our brainstorm sessions.
What If
Investment conversations shifted from disarray to dialogue.
AND
Two people could strive towards the same goal.
What If
Branding reflected our brand value; Two hearts intertwined.
AND
Illustrations made investment approachable.
What If
Onboarding was conversational and educational.
AND
Inclusive of your partner and their dreams.
What IF
Users were greeted with positive reinforcement.
AND
Could visualize their goals & progress.
WHAT IF
Challenging milestones were made easy.
AND
Rollovers were automated to a few taps.
Together we built a simple and approachable brand to make saving for life goals and investments easier. Twine combines empathy and innovation to help couples develop healthy habits, stay on track and find financial harmony. The reel below is a glimpse into a robust experience.
The OUTCOME
2019 BREAKTHROUGH Fintech aPP
2019 App of the Day
The PROCESS
Over the span of 9 months we disrupted the personal wealth industry and launched the experience across many channels, making it accessible to our users across America. The artifacts below illustrate a sample of our experience deliverables.
