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Role 

Strategy, Visual Designer, UX/UI, Product Design

Timeline

3 months. Submitted to D&AD 2023. 

Collaboration

Tools

User Research, Figma, Accessibility Design Toolkit, Illustrator,  Photoshop, Prototyping

Overview 

Pioneering Financial Inclusion for Neurodivergent Individuals

Midas by Barclays stands as the pioneering financial browser extension that prioritizes the needs of neurodivergent individuals, establishing itself as an indispensable tool for those seeking financial independence and stability.

 

In response to the D&AD 2023 Barclays Brief, my team and I crafted a distinct visual identity for Barclay's latest browser extension and microsite.

Jump to: 
Problem

The Problem

Banking, finance, and neurodiversity​

Neurodivergence can affect  someone’s life in a number of ways, and banking and finance are no exception. 

 

There’s a wide range of barriers that neurodivergent individuals can face when it comes to baking and financial management. 

User Research

Calculation

Understanding your finances

Despite personal finance being a part of everyday life, many of us lack the knowledge to ensure our financial success. Living with a learning disability makes this knowledge even harder to attain.

Managing Online Banking

Lacking personalization

People living with neurodivergence process information in various ways and it's about time financial education caters to various learning styles.

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Financial anxiety

It is clear that the current financial landscape has left many neurodiverse people with feelings of anxiety and tangibly worse financial health.

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More than 25% of autistic people and those with ADHD do not feel confident about managing their money and are reluctant to ask for help.

Newton Consultancy Survey 2023
Opportunity

The Opportunity

Innovate banking in the name of neurodivergence 

Barclay’s believes everyone should know how your bank works, where your money moves, and all the knowledge necessary to ensure financial success, whether you have one dollar in the bank or one million.

They want to make banking that bit easier by providing tools and support to help people manage their money better and, as a  result, improve their quality of life.

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How might we use technology and innovation to develop a new digital experience, service or tool that can help Barclays meet the banking needs of neurodivergent individuals?

D&AD Barclays Brief 2023
Solution

The Solution

Midas by Barclays, microsite & browser extension

Barclays will meet the unique banking needs of neurodivergent individuals by creating a microsite and browser extension equipped with better customization, a generative ai financial literacy guide catered to your preferred learning style, and access to resources for any financial circumstance. 

Introducing 
Midas by Barclays

Midas by Barclays, a browser extension catered to helping people with neurodivergence, by creating an experience tailored to all the different ways we learn.

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Key Features

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Key Features
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Generative AI

By downloading the browser extension, the Barclay’s financial literacy guide, the generative AI will create a personalized user experience to better understanding personal finances.

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Literacy Guide

Midas, financial literacy guide, will help users learn about their finances in the form that's easiest for to understand, all without having to go through anxiety-inducing process of meeting with a financial advisor.

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Customization

Users are able to choose their preferred learning style to better comprehend financial jargon or situations. 

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Account Dashboard

Users will receive a summary of the terms covered and will be given an option to store their files so they can return to them if necessary.

How It Works

Follow along the 4-part user journey

Using a variety of innovative approaches—including advanced machine learning and deep learning—we consistently break new ground in generative AI and natural language processing research to deliver unrivaled financial learning and guidance with the help of Midas and the Barclays Financial Literacy Team. 

Follow along with the user to download and learn how Midas by Barclays browser extension can help with financial literacy and management. 

How It Works

Microsite

The microsite serves as the hub for users to download and access the Midas browser extension. 

 

It provides a concise overview of the extension's functionality and introduces Midas as a tool designed to empower neurodiverse individuals to take control of their financial literacy and knowledge.

Onboardin & Profile Creation

Onboarding

Once the Midas browser extension is downloaded, users will go through a quick and simple onboarding process in 3 easy steps.

This information is gathered by Midas, your financial literary guide to better communicate finances with the user and provide personalized recommendations for optimal learning.

Produt Demo

Product Demo

Users then have the ability to upload financial documents, whether they be credit card statements, rental agreements, or as shown here, a job contract explaining benefits.​

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Learning Styles

Catered to Learning Styles

Users are able to choose preferred learning style to better comprehend financial jargon or situations. 

 

Examples below. 

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Account Dashboard

Account Dashboard

After every session, users will receive a summary of the terms covered and will be given an option to store their files so they can return to them if necessary.

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If something needs to be further explained, they can set an appointment to meet with a Barclays financial advisor.

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With Midas by Barclays, managing finances has never been easier or more accessible for everyone, regardless of their unique needs or financial situations. 

Midas by Barclays

Your Financial Literacy Guide
The financial world is constantly changing, and it’s time we have a tool available for everyone to change with it, because when it comes to your finances, Barclays believes no one should be left behind.​

Case Study D&AD Submission 2023

Case Study Video
Reflection

Innovative solutions for neurodivergent individuals

My parents consistently emphasized the importance of 'taking charge of my finances' and 'learning about the future of my finances.' Navigating this financial landscape always seemed challenging, and I continue to find it a complex journey.

As a neurodivergent individual myself, I sought collaboration with my teammates to address a significant problem affecting many.

 

Throughout this journey, I not only gained valuable insights into personal finance but also discovered the diverse struggles people face. The experience exposed me to innovative approaches to enhance financial literacy and support others in their financial well-being.

Image by micheile henderson
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