Everfi Adult Financial Education

Updating the visual style for a financial literacy product to better align with our core adult learners

Company: Everfi

Role: Illustrator, Visual Designer, Motion Designer

Context: Everfi’s financial education courses aim to provide 2.7 million adult learners build a strong foundation by offering courses focused on topics like saving for a retirement, budgeting and credit management. Used by over 600 institutions, the courses are Everfi’s top selling financial education product.

Problem: Despite being one of our core products, declining renewals indicated that the visual brand was in need of a redesign in order to better suit our audience.

Our Solution: Our focus was to move away from previous cute and bubbly imagery and transform the visuals into something cleaner, simpler and more editorial to help learners focus on the educational content.




Outcome

• 2.5% increase in both sales and contract renewals with financial institutions

• Improved readability with more focused content & minimalist visuals

• Better accessibility by catering to a global audience


Creating a bridge between users and clients

The Problem

Quality + Optimization for Mobile

The need to offer engaging content aligned to real financial goals and questions

Offer customers a better and clearer data story around impact and return on investment

Brand Flexibility + Consistency

The need to be flexible so that illustration style complement’s the clients brand, ensuring seamless integration as content is delivered through client’s sites

Solutions

Minimal Design Style

Develop a minimal style that enhances layout and breathability while reinforcing content

Visual Elements

Create hierarchy of illustration assets (icon, XS, illustration) for flexibility and brand consistency


Identifying Gaps to Improve the Illustration Style

As the visual designer/illustrator, I condensed our illustration redesign approach to these core pillars:

Color brings emotion and
clarity to imagery

A revamped color palette with bolder contrasts improves readability and visual interest.

A ➡️ C thinking

Adopt a editorial illustration approach that offers a more mature visual experience, reinforcing learning through at and improving user engagement through visual storytelling.

DEI

Representation of diversity and inclusion through the different skintones while removing previous cute/bubbly characters to allow for cleaner readability and visuals.

Accessibility

Complex scenes are simplified with single-color backgrounds, while decorative elements that don’t support learning are removed.


The Works

A library of all the fun illustrations/animations I worked on throughout this project

XS Illustrations formatted for smaller scale spot illustrations:

Icons used across desktop & mobile:


Various Use Cases:

As a visual designer, I collaborated with product design/UX teams to create a variety of visual assets, here are some of my favorites:

Interactive animations for a card game

Illustrations for an interactive budgeting tool (images 1 & 2 created by Kasey Albano)

Illustrations and animation on a course teaching kids how to budget

Illustrations for an article about social security

Illustration about how the elections may affect the economic market


Team

Product Manager: Scott Beck

Project Manager: Julie Libman

Product Design Director: Ann Schoew

Product Design: Jason Reyna, Madeline Stoltz, Jeff Battocletti

Illustration/Animation: Catherine Song, Grace Manno, Kasey Albano, Roscoe Rappaport, David Pietrandea

Content: Heather Leppin, Shannon Taylor, Manal Abaya, Miriam Greenwald

Developers: Senu George, Luiz Costa, Carlos Zepeda, Selin Sahin, Andrea Crisan