Feature 0 —
Homepage(Guest Experience)
Before
Multiple entry points and unclear stage selection caused hesitation
After
• Simplified entry points
• Added clearer guidance for stage selection
Feature 1 —
Financial Roadmap
Before
Users lacked context when navigating different sections
After
• Added short descriptions for each section
• Provided clearer guidance before engaging with content
Feature 2 —
Knowledge Hub
Before
Some category labels were unclear
After
• Refined labeling for better clarity and understanding
Feature 3 —
Community
Before
Users were unsure about engagement
After
• Introduced clearer value and purpose of the community
• Highlighted interaction and participation benefits
Feature 4 —
Tools
Before
Tools were useful but lacked follow-up guidance
After
• Added suggestions such as how to use remaining budget
• Enhanced the connection between learning and action








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Before
Before
Overall Experience
• Reduced text density to improve readability
• Improved visual hierarchy for easier navigation
• Integrated more brand elements to create a more engaging and approachable experience
These changes helped transform the experience into something more structured, guided, and easier to understand, especially for users who are new to financial systems in Canada.