Rosenverse
Designing essential financial services for those in need

Log in or create a free Rosenverse account to watch this video.

Log in Create free account

100s of community videos are available to free members. Conference talks are generally available to Gold members.

Designing essential financial services for those in need

Thursday, February 10, 2022 • Civic Design Community
Share the love for this talk
Designing essential financial services for those in need
Speakers: Alan Williams and Rose Deeb
Link:

Summary

Please join us at the next Civic Design Community call where you'll hear from Alan Williams, VP Design at Propel and Rose Deeb, Senior Content Designer. They'll walk us through their Providers application and share how they deliver essential financial services and tools to over 5 million families living with limited income who utilize the Supplemental Nutrition Assistance Benefits (SNAP) program. The Providers application provides participants in any state with timely, localized updates about changes to benefit allocations, and details about benefits that users may be eligible for but not yet aware of, all in plain language. https://www.joinpropel.com/

Key Insights

  • The Benefits Hub started as a hackathon project and rapidly evolved into a critical tool serving over 3 million monthly users.

  • Propel operates with a small, part-time team coordinating clearly defined roles to maintain and improve the Benefits Hub.

  • User engagement metrics, such as 4 visits per month per user, indicate high recurring use tied to timely benefit updates.

  • Benefits Hub content evolved from a bulky banner and a single scrolling page into a streamlined carousel and pillar pages with actionable calls to action.

  • Tracking direct benefit uptake post-referral is not possible, but click tracking and population-level data are utilized to inform updates.

  • Net Promoter Scores and qualitative feedback from approximately 20% of users provide actionable insights on content timeliness and specificity.

  • Marketplace partnerships are guided by strict principles prioritizing user financial benefit and avoiding click-maximizing incentives.

  • Categorical eligibility is leveraged to infer user access to related government benefits with minimal user data collection.

  • Timely publication of policy updates requires close collaboration with government stakeholders and ongoing community engagement.

  • Iterative, data-driven improvements like CMS templating and layout standardization have enhanced content consistency and UX.

Notable Quotes

"Benefits information really complex. Making them accessible is god's work in effect."

"We launched the Benefits Hub in just a few days during a hackathon at the start of the pandemic."

"Three million people access this information through the Benefits Hub every month, often multiple times."

"It takes a village to maintain the Benefits Hub with clear roles and responsibilities among a part-time team."

"Users want answers to urgent benefit questions but also opportunities to explore other programs they might qualify for."

"Our content must be concise, consistent, and actionable to reduce uncertainty for users."

"We can't track actual benefit uptake after users click through to official government sites, only clicks and visits."

"About 20% of users shown our Net Promoter Score survey provide written feedback that can be analyzed for improvements."

"Marketplace partners have to demonstrably save people money, aligning with Propel’s mission."

"Categorical eligibility allows us to communicate benefit access without asking for personal data directly."

Ask the Rosenbot
Ovetta Sampson
Research in the Automated Future
2022 • Advancing Research 2022
Gold
Fatimah Richmond
The Future of ReOps as a Strategic Function: A Roadmap for Getting There
2024 • Advancing Research 2024
Gold
Jenny Price
From Tradition to Transformation: Unlocking Startup Agility in a Legacy Enterprise
2025 • DesignOps Summit 2025
Gold
Joi Freeman
A New Vantage Point: Building a Pipeline for Multifaceted Research(ers)
2020 • Advancing Research 2020
Gold
Sam Proulx
Understanding Screen Readers on Mobile: How And Why to Learn from Native Users
2023 • Advancing Research 2023
Gold
Dominique Ward
The Most Exciting Time for DesignOps is Now
2022 • DesignOps Summit 2022
Gold
Sam Proulx
Designing For Screen Readers: Understanding the Mental Models and Techniques of Real Users
2021 • Civic Design 2021
Gold
Indi Young
Paying Better Attention to the Problem with Indi Young
2019 • Advancing Research Community
Ellie Krysl
Planned Right. Managed Right. Designed Right.
2023 • Enterprise UX 2023
Gold
Shipra Kayan
How Tess Dixon Facilitates Team Engagement and Collaboration at Condé Nast Using Miro 
2021 • DesignOps Summit 2021
Gold
Dane DeSutter
What co-speech gestures reveal about users’ thinking during interviews
2023 • Rosenfeld Community
Bas Raijmakers, PhD (RCA)
What Design Research can Learn from Documentary Filmmaking
2022 • Advancing Research 2022
Gold
Anna Avrekh
Diversity In and For Design: Building Conscious Diversity in Design and Research
2021 • Design at Scale 2021
Gold
Sam Proulx
Prototype Reviews, People With Disabilities, and You
2021 • Civic Design 2021
Gold
Rob Mitzel
The Tale of Two Companies: Building a Successful UX Practice in a Century-Old Enterprise
2024 • Enterprise Experience 2020
Gold
Josh Clark
Sentient Design: New Postures for AI-Mediated Experiences (2nd of 3 seminars)
2025 • Rosenfeld Community

More Videos

Nathan Shedroff

"Critical making requires critique, theory, activity, reflection, leading back to theory, but it doesn't have to start with theory. It can start anywhere."

Nathan Shedroff Hugh Dubberly Thomas J. McLeish

How Will Design be Taught When the Schools Shut Down?

May 8, 2026

John Paul de Guzman

"We can forecast delivery dates despite shifting and volatile project conditions with 95% efficiency."

John Paul de Guzman

10k Screens Later: How We Became a Data-Driven Design Organization

September 24, 2024

Aleksandra Korczynska

"It's almost impossible to do a survey without using some kind of tool nowadays."

Aleksandra Korczynska Caroline Jarrett Justyna Parmee

Survey Tools

March 12, 2026

Kristin Skinner

"There are 500 plus people in the audience today, all deeply caring about their teams."

Kristin Skinner

Theme 2: Introduction and Provocation

January 8, 2024

Rachael Dietkus, LCSW

"You are allowed to say white supremacy culture here, even if you can’t say that in your day-to-day work."

Rachael Dietkus, LCSW Victor Udoewa Jennifer Strickland

Everything You Need to Know about the Civic Design 2022 Call for Presentations

May 17, 2022

Uday Gajendar

"Are we feeling trapped in this thing called UX design, limited by mechanized processes like agile?"

Uday Gajendar

The Rise of Meta-Design: A Starter Playbook

May 19, 2022

Vanessa Varin

"What's weak feedback? Vague, off target, or late stuff like make it pop or opinions with no owner or next step."

Vanessa Varin

Feedback: The Other F-Word

September 10, 2025

Hugh Dubberly

"We are moving from direct work to mediated work, from wanting things perfect to good enough for now, and from complete to adaptive and growing systems."

Hugh Dubberly

Problems with Problems: Reconsidering the Frame of Designing as Problem-Solving

June 19, 2019

Sean McKay

"The ability to understand business needs and align efforts is key to delivering recognizable business value."

Sean McKay

Coexisting with non-researchers: Practical strategies for a democratized research future

March 11, 2025