Landing page and survey question design
I designed the UI/UX and infographics that turned two newly validated academic financial-wellbeing scales into a public survey - one so approachable it beat CommBank's own launch targets by 136% and drew interest from international researchers wanting to replicate it.
The Financial Wellbeing Survey is no longer available
Section 01 – The challenge
Traditional financial health measures in Australia relied solely on self-reported data. To address this, Commonwealth Bank partnered with the Melbourne Institute to create the CBA-MI Financial Wellbeing Scales - a first-of-its-kind tool combining self-reported experiences with actual banking data. The challenge was designing an accessible, intuitive survey experience that yields a personalised financial wellbeing score for any Australian.
Section 02 – The process
The project unfolded in two phases: co-developing the measurement scales with the Melbourne Institute, then designing a public-facing 5-question survey tool. The UI, UX, and visuals balanced academic rigor with total accessibility - delivering a jargon-free, personalised score precise enough for researchers yet simple enough for anyone.
Section 03 – Outcome & impact
- 15,843
- Score starts
- 13,976
- Score submits
- 136%
- Above target
- 5
- Questions only
First 40 days after launch
Completed submissions
Exceeded launch goals
No financial jargon
A first-of-its-kind financial wellbeing measure – combining self-reported experience with actual bank-record indicators – made accessible through a five-question survey with no financial jargon. Developed with the Melbourne Institute, rigorously validated, and launched in January 2019. In the first 40 days it exceeded every target by 136%. International research groups have since contacted CBA to replicate the methodology in their own markets.
"Nobody has been able to do this before. Other groups from overseas have already contacted us to mirror this research."
CBA-MI Wellbeing Scales – first of their kind
Rigorously validated for the Australian context
15,843 score starts in first 40 days
136% above target
13,976 completed submissions
88% completion – five questions, no jargon
Personalised score, category, and improvement tips
Accessible regardless of financial literacy
International research replication interest
Overseas groups contacted to mirror the methodology
Score design system – odometer, thermo, scorecard
Three visualisation concepts explored and shipped
Financial Wellbeing Survey – product sunset
No longer publicly available