Best Egg
Making finances friendlier
We helped Best Egg turn customer insight into a clearer financial wellness experience, giving people more guidance, and a shared vision for what to build next.
01 — Overview
A clearer path to financial confidence
Best Egg had built its business around helping people navigate everyday financial needs. But customer research revealed an opportunity to do more: people weren’t just looking for financial products, they wanted help understanding their financial health and how to improve it.
Best Egg had a vision for expanding into financial wellness, but needed to define what that experience should actually be. We partnered with their team to understand where customers needed guidance, imagine an ideal journey, and turn that vision into something tangible enough to test, prioritize, and build.
- Strategy
- We mapped the personal loan journey, brought together existing customer insights and data, and facilitated workshops to identify where guidance could create the most value.
- Design
- We translated those findings into an end-to-end experience that helped customers better understand their financial position and see clearer paths forward.
- Engineering
- We created an interactive prototype that became a shared vision for product, design, and engineering, helping teams align around priorities and move confidently toward production.
02 — Research & strategy
Cracking the customer journey
Financial decisions rarely happen in isolation. Someone applying for a loan may also be thinking about debt, their credit score, an unexpected expense, or how to feel more in control of their finances.
We examined the existing personal loan journey alongside customer insights and historical data to uncover where people felt uncertain and where Best Egg could provide more meaningful guidance.
Through collaborative workshops, we defined an ideal journey focused not just on completing a transaction, but on helping customers understand where they stood and feel more confident about what came next.
03 — UX & Product Design
Hatching the experience
Research gave us the direction. The next challenge was making the vision real enough to experience and evaluate.
We designed an interactive prototype that brought financial information, educational content, product features, and moments of guidance together across the full journey. Rather than reacting to requirements or feature lists, teams could experience the product as a customer would.
That made it easier to test ideas in context, uncover gaps early, and align around the features that mattered most.
04 — Product Evolution
A fledgling idea takes flight
The prototype became a shared reference point for what Best Egg wanted the experience to become, helping product prioritize the roadmap, design evaluate new ideas, and engineering understand how individual features fit into the larger journey.
Our work continued as Best Egg explored ways to optimize core features and create new paths for attracting and engaging customers.
What began as a customer insight became a broader vision for Best Egg’s role: not simply providing financial products, but helping people better understand their finances and feel more confident about what comes next.
