Ufund: Fintech connects complementary pension ecosystem

About my role in the project

Head of Design

We spoke with 11 foundation service users and 2 foundation managers. Both EnergisaPrev.

After these in-depth conversations, we were able to capture good insights from users.

Brand

After understanding what the pains and perceptions of the users were, we put into practice the construction of product values. We built what we believe would be the positioning of the product for the market.

Main features

"...quick access and use of their money, in addition to being able to situate themselves and project their futures."

Foundation investment

• Investment summary
• Detailed profitability
• Projection Simulation Calculator

Loan

• Loan available
• Loan simulation and contracting
• Debt renegotiation (liability management)

Checking account

• Balance
• Extract
• Transfer
• Pay the bill

Credit card

• Solicitation
• Extract
• Invoice
• Limit change