Perch
Taking the fatigue out of financial literacy 🔒
Role & Team
Lead Product Designer (in collaboration with Jessy Liu)
Duration
October 2019 - October 2020
Tools
Figma, AfterEffects, Framer
Disclaimer: This is not my full case study! Due to my NDA, I cannot disclose certain details. If you're a recruiter, contact me for access.
Problem
A significant barrier standing between young adults and credit-building tools like Perch was that they weren’t financially savvy… and many weren’t jumping out of their seats to change that.
Solution
A customizable financial literacy feature that offers digestible, 60-second lessons free of excessive jargon.
Interested in seeing my full process? You can find more details here.
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One of the animations I made for Perch's FinLit lessons. Perch teaches financial literacy through digestible, minute long video animations!
Takeaways
The highlights from my time at Perch
There are about a million and one things I learned and boxes I checked off through working at such a rapidly growing company like Perch. Here are the highlights:
1. Help raise a 2.5 million seed and round up a 18k+ waitlist
Crazy to see so much growth, all thanks to a mix of luck, frantically pushing out new design iterations for investors + pitch competitions, and shamelessly plugging Perch to everyone I knew on social media.
2. Become a Swiss Army Knife
I had my hands in marketing, making graphics, creating animated videos for FinLit, developing Perch's website, and handling some third-party partnerships. (And half these skills I had to pick up on the fly)
3. Design not only with users in mind, but also founders, engineers, and investors
As a designer, I had to learn how to juggle founder vision, engineers' constraints, and investor demands on top of user insights.
4. Make an idea into a product (and re-design that product 6x along the way)
So many scrapped Figma files. But also incredibly rewarding to see the evolution of the product and myself as a designer!
5. Apply to and graduate from Y-Combinator... and work in a hacker house all day long!
From slamming Yerba Mates to meet tight deadlines to setting up in-house barber shops (who knew designers could be so versatile!), it was quite the ride.
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