How I Simplified Financial Access for an Excluded Community Through Strategic Design Leadership

As a Latina UX Designer, I led the year-long design of a microlending app for women historically excluded from mainstream financial systems in the U.S. Through bilingual interviews, co-creation workshops, and field visits to branches across different states. I uncovered key barriers and designed a tool tailored to their everyday needs empowering them to manage their finances and driving meaningful impact for the organization.

Timeline

August 2022 - July 2023

Role

Senior UX Designer

Method

Journey mapping + A/B testing + change management

Team

32 members across design, development, QA, project management, and client teams

Business Problem

Members spent excessive time on basic queries while struggling to manage scattered loan information independently.
Rather than focusing on scaling human resources, we uncovered a fragmented information architecture that limited member self-service. Addressing it required designing with a level of cultural sensitivity well beyond what’s expected in typical financial apps.

What We Got Wrong

Failed hypothesis #1

Standard financial app patterns would work for excluded communities.

Failed hypothesis #2

Members would adapt to digital processes naturally.

Failed hypothesis #3

Simple attendance tracking would suffice.

Controversial Decisions

The Scope Expansion Choice

Journey mapping revealed critical user tasks not in original stakeholder expectations. I advocated for expanding scope despite timeline and budget pressures.

Why this was controversial

Stakeholders wanted original timeline and features, but research showed critical gaps that would cause adoption failure if ignored.

Feature-First Choice

I advocated for implementing a comprehensive three-phase change management strategy (awareness, preparation, endurance) before launching core features

Why this was controversial

Leadership wanted to focus development resources on loan management features to show immediate business value. I argued that without proper change management, even perfect features would fail due to emotional resistance from members.

Aug, 2022

Stakeholders expected simple microlending app → I designed comprehensive user research to understand excluded community needs.

Sep, 2022

Organization wanted basic attendance lists → I created peer voting visualization system to maintain community trust.

Nov, 2022

Members feared technology would disrupt relationships → I developed three-phase change management to involve users from the beginning.

Dec, 2022

Budget constraints limited testing scope → I defended A/B testing to validate gamification approach with real users.

Mar, 2023

Complex financial data overwhelmed users → I centralized scattered information into intuitive dashboard design

May, 2023

PSD2 compliance threatened user experience → I designed friendly onboarding that met security requirements without intimidation

Approach

Change is an emotional process

I aimed to protect member trust and reduce disruption by involving them early.
To support adoption, we created a three-step plan: plan, execute, and assess.

Finance, Demystified

We streamlined the “My Loan” page to make loan management clearer and more accessible. Using journey maps and user stories, we identified pain points and validated key scenarios.

Security That Empowers

We designed a user-friendly onboarding flow to help new members set up their Grameen profiles. To ensure data protection, the flow was built in compliance with PSD2 regulations, using two-factor authentication.

21%

Retention Growth

Raise retention and grow organizational reach by 21%. Three points above last year.

30%

Productivity Improvement

Increase employee productivity by 30% within the first year of app launch.

Change Adoption Boost

Reduce change impact and boost adoption of new management processes.

Where We’re Going

Individual → Community

Shift from solo dashboards to shared, peer-driven tools.

Onboarding → Trust

Extend onboarding into a 90-day guided experience with other members.

Utility → Empowerment

Add cues, visuals, and feedback to boost engagement.