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Web - 2023 - Neta Foundation, with Think-it
A Platform for Impactful Philanthropic Investments
Web - 2023 - Neta Foundation, with Think-it
A Platform for Impactful Philanthropic Investments
Web - 2023 - Neta Foundation, with Think-it
A Platform for Impactful Philanthropic Investments
OVERVIEW
The Neta Foundation, a Donor Advised Fund, facilitates philanthropy by optimizing tax benefits, investing in impactful projects, growing donations, and granting to charities. The objective of this project was to design an easy-to-use platform that would enable philanthropists to perform all the complex actions related to their fund’s management.
The Neta Foundation, a Donor Advised Fund, facilitates philanthropy by optimizing tax benefits, investing in impactful projects, growing donations, and granting to charities. The objective of this project was to design an easy-to-use platform that would enable philanthropists to perform all the complex actions related to their fund’s management.
01/
Enhancing UX with clear language
UX writing played a pivotal role in the project, simplifying complex technical terms into intuitive actions and language that resonated naturally with users, enhancing their understanding and usability.
01/
Enhancing UX with clear language
UX writing played a pivotal role in the project, simplifying complex technical terms into intuitive actions and language that resonated naturally with users, enhancing their understanding and usability.
UX writing played a pivotal role in the project, simplifying complex technical terms into intuitive actions and language that resonated naturally with users, enhancing their understanding and usability.
UX writing played a pivotal role in the project, simplifying complex technical terms into intuitive actions and language that resonated naturally with users, enhancing their understanding and usability.
02/
Simplifying Complex Financial Flows
We had to develop intricate flows for the platforms, some involving deferred payments or payment recommendations in liquid or illiquid assets. However, we successfully simplified and translated these complexities into a user-friendly and approachable experience by reusing the codes of online banking and e-commerce.
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Secure funds management and payment logic
Simplifying Complex Financial Flows
Simplifying Complex Financial Flows
In this platform, users don't conduct instant payments; instead, they make recommendations for payments, which are then accepted or rejected. This required us to establish the logic governing various money buckets (cash, investments, GrantVestments, Grants) and the movement of funds in and out of them. Our goal was to ensure that all fund movements were accurately represented and that users couldn't spend funds that were no longer available.
We had to develop intricate flows for the platforms, some involving deferred payments or payment recommendations in liquid or illiquid assets. However, we successfully simplified and translated these complexities into a user-friendly and approachable experience by reusing the codes of online banking and e-commerce.
We had to develop intricate flows for the platforms, some involving deferred payments or payment recommendations in liquid or illiquid assets. However, we successfully simplified and translated these complexities into a user-friendly and approachable experience by reusing the codes of online banking and e-commerce.
03/
Secure funds management and payment logic
In this platform, users don't conduct instant payments; instead, they make recommendations for payments, which are then accepted or rejected. This required us to establish the logic governing various money buckets (cash, investments, GrantVestments, Grants) and the movement of funds in and out of them. Our goal was to ensure that all fund movements were accurately represented and that users couldn't spend funds that were no longer available.
In this platform, users don't conduct instant payments; instead, they make recommendations for payments, which are then accepted or rejected. This required us to establish the logic governing various money buckets (cash, investments, GrantVestments, Grants) and the movement of funds in and out of them. Our goal was to ensure that all fund movements were accurately represented and that users couldn't spend funds that were no longer available.
In this platform, users don't conduct instant payments; instead, they make recommendations for payments, which are then accepted or rejected. This required us to establish the logic governing various money buckets (cash, investments, GrantVestments, Grants) and the movement of funds in and out of them. Our goal was to ensure that all fund movements were accurately represented and that users couldn't spend funds that were no longer available.
04/
Multiusers & multiaccounts logic
The client wanted donors to manage multiple funds and for funds to have multiple users. This required a user management dashboard and adjustments to the sign-up and fund creation processes to accommodate this.
Results & impact
We will be analysing the results & impact of the newly built platform, currently in implementation, focusing on conversion rates, heat maps, and customer support interactions contacts.
-%
Sign ups
-
Successful transactions
-$
Funds deposited
Results & impact
We will be analysing the results & impact of the newly built platform, currently in implementation, focusing on conversion rates, heat maps, and customer support interactions contacts.
-%
Sign ups
-
Successful transactions
-$
Funds deposited
Results & impact
We will be analysing the results & impact of the newly built platform, currently in implementation, focusing on conversion rates, heat maps, and customer support interactions contacts.
-%
Sign ups
-
Successful transactions
-$
Funds deposited
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