Shared banking for modern couples
Zeta Help Inc is a Financial Technology start-up that created Zeta Joint Card to help teams and couples manage a shared banking experience. I designed services, UI flows, and features to allow users to manage multi-user accounts, reach financial goals, and reserve money for upcoming bills and expenditures.
Goals
We help couples save for their future by setting an objective, a timeline and auto-deposit into these goals. Saving for a home or a car can be intimidating, but Zeta’s flexible money management system will let couples move money in and out of these goals while letting them know when they will hit their objectives.
Bill Reserve
Bill Reserve sets aside money from a couple’s primary account to ensure bill payments when they are due.
Smart Reserve automatically reserves cash for the couple. This is an accessible feature that helps the user manage their money.
Flex Reserve allows couples to get ahead of their bills and incrementally set aside money to their reserve for larger expenses.
In-App Messaging
Specialized in multi-user banking services, Zeta’s In-App Messaging service lets couples keep their money management transparent and creates a safe space for couples to discuss their finances. A dedicated chat space will aid in keeping them on track with their financial goals.