Compass works with financial coaches and clients, primarily interacting through mobile phones. Because of this, the digital experience needed to be seamless, accessible, and intuitive, ensuring that users could easily connect with their financial coaches, track their progress, and access resources without friction.

The challenge wasn’t just technical. It was about creating a human-centered experience that made financial planning feel approachable rather than overwhelming.

We designed the interface to be intuitive, reducing barriers to access and facilitating easy navigation. This solution emerged from interviews with participants and stakeholders, which provided valuable insights. A mobile-first approach aligned with how Compass’s users interacted with the program, resulting in a seamless experience that kept users engaged in their savings journey while maintaining strong connections with their financial coaches.

By understanding how Compass’s users engage with their financial coaches, we created an experience that not only meets their needs but also smooths their journey toward financial stability.

At Creative Cycle, we listen, adapt, and create solutions that truly serve people.