Defining the financial relationship for couples

DESIGN FOR WEB & MOBILE
THE TEAM

As Playbook's customer base grew, we faced significant challenges with couples during sign-up in which 45% of folks who indicated they were married had a higher churn rate. Our experience prevented couples from financial collaboration, get accurate tax advantages, and left them unsure about their savings for the future. It was one of our top complaints for months. We committed to improving our couple experience in Playbook to make household planning seamless from the very beginning.

As Playbook's customer base grew, we faced significant challenges with couples during sign-up in which 45% of folks who indicated they were married had a higher churn rate. Our experience prevented couples from financial collaboration, get accurate tax advantages, and left them unsure about their savings for the future. It was one of our top complaints for months. We committed to improving our couple experience in Playbook to make household planning seamless from the very beginning.

THE TEAM

Solo designer, with guidance from Product Manager. Product Ops, Customer Success Manager, and 6+ engineers.

MY ROLE

Responsible for in-depth research, and end-to-end design of the couple experience across Playbook.

TIMELINE

Feb 2021 - Oct 2024

Jan 2024 - May 2024

💌 Get in touch for more details

💌 Get in touch for more details

DESIGN FOR WEB & MOBILE

Defining the financial relationship for couples

Made with ☕️ • Copyright © 2025 Amanda

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Made with ☕️ • Copyright © 2025 Amanda

Work

Fun

About

Made with ☕️ • Copyright © 2025 Amanda

Work

Fun

About

Made with ☕️ • Copyright © 2025 Amanda

Work

Fun

About