A 5–15 minute setup for Zane, an AI-powered money app, with a MoneyNet Golden Number that sharpens as you go, so every answer gives something back.
Role
Head of Product Design & Brand
Scope
Onboarding · 25 screens · 4 stages
Craft
Motion, data visualisation
Year
2026
Your Golden Number, sharpening with every answer
5–15minutes to set up
25screens
4stages
5motion prototypes
01 · The approach
Four stages, and a number that sharpens as you go.
The setup is split into four stages across 25 screens. Every answer feeds a Golden Number: a personal forecast that starts as a rough range and gets sharper with each step, so people see the pay-off while they’re still setting up.
Stage 1WhyWhy MoneyNet matters, plus a first look at next month before it starts.
Stage 2UnderstandConnect accounts, see four kinds of spending, and where the month is heading.
Stage 3ImproveIncome, bills, envelopes and a just-in-case reserve. The plan takes shape.
Stage 4PayoffThe Golden Number: what’s projected to stay with you at month-end.
02 · Key decisions
Three calls that shaped it.
01Show the pay-off earlyThe Golden Number appears from the first answer and sharpens with every step, so the effort feels worth it.
02Cut what doesn’t earn its placeOne redundant step removed, keeping the whole setup within 5–15 minutes.
03Let motion do the explainingFive motion prototypes to test how the number reveals itself and how each stage hands over to the next.
03 · The screens
One screen per decision.
Account setup, then MoneyNet: verify income, set essentials envelopes, review complete.
04 · Zane 2.0
A refreshed look for MoneyNet onboarding.
The approved redesign of the same flow: warmer, calmer and more editorial, with the Golden Number front and centre. It’s organised into four parts: Why, Understand, Improve and Payoff.
WhyYour money won’t manage itself.
WhySee next month before it starts.
UnderstandFour kinds of spending. Four different checks.
