NerdWallet+

Role

Lead Designer

Partners

Product

Engineering

Content

User Research

Brand / Marketing

Scope

Web

Native App iOS / Android

Problem

How might we deepen the relationship with our customers and give them greater value for engaging with NerdWallet? Create additional value with a membership program that rewards customers for shopping with us, practicing good financial habits, and access to exclusive features.

Key Contributions

Developed product strategy, product positioning, and user experience (onboarding, checkout, rewards)

Led implementation of Investment features (Automated Portfolio, Treasury)

Results

11,000 paid memberships created in first year of program

$5.1 million assets under management for Automated Investing feature in first 4 months

9x paid member value compared to free registered users

12x increase in monthly return visits compared to free registered users

Checkout and Onboarding

Exclusive Feature: Treasury Account