Banking made smarter,
Simpler, and accessible
An AI-powered financial assistant helping users make smarter financial decisions through conversational guidance, smart gamified education, and personalized recommendations.
The Scope and Roles
My Role
- Product Lead
- UX Research
- Design System Lead
Platform
- iOS App
- Android App
- Responsive Web
Team
- 1 Product Lead
- 2 Frontend Developers
- 1 Designer
Tools Used
- Figma
- FigJam
- Notion
Breaking Down the Problem
"Most users struggle to understand financial products, compare confusing options, and make confident money decisions."
Strategic Objectives
Simplify Financial Discovery
Help users discover relevant financial products without overwhelming research.
Connect Users With Experts
Enable direct access to qualified financial advisors based on user needs.
Personalize Recommendations
Use AI to recommend products, services, and opportunities tailored to each user.
Increase Financial Confidence
Transform complex financial decisions into guided and actionable experiences.
Testing
Usability & Feedback
Wireframes
Low-Fidelity Prototypes
Research
Interviews & Audits
UI Design
Visual Styling & Theme
Launch
Assets & Implementation
User Flows
Mapping Architecture
The Visual Design Process
Testing
Usability & Feedback
Wireframes
Low-Fidelity Prototypes
Research
Interviews & Audits
UI Design
Visual Styling & Theme
Launch
Assets & Implementation
User Flows
Mapping Architecture
The Visual Design Process
KEY APP
FEATURES
AI Financial Assistant
AI Financial Assistant
Rather than scrolling through lists of numbers, users communicate directly with their personalized AI mentor. Users can instantly execute safe transaction routes, trigger instant tips, and generate quick visual financial charts via friendly, jargon-free conversations.
Smart Matchmaking
Smart Matchmaking
Say goodbye to complex comparison tables. We built a Tinder-style cards matcher tool where users simply browse curated financial products, swiping right to save/apply and left to pass. Highly customized and perfectly calibrated to current user income.
Learn & Earn Modules
Learn & Earn Modules
Improving financial literacy through game mechanics. Users engage with simple, bite-sized daily modules of 2 minutes or less. Completing brief interactive quizzes unlocks monetary point rewards, dynamic digital collectibles, and real partner benefits.
Gamified Rewards
Gamified Rewards
Earn tangible rewards for growing your financial knowledge. Access partner discounts, cashback bonuses, and exclusive financial perks by completing modules and hitting savings milestones.
The Impact
Every feature was designed to reduce financial confusion, increase confidence, and help users make better financial decisions.
85%
Users understood financial recommendations without requiring additional explanations.
3X
Increase in user confidence levels when selecting and comparing credit products.
72%
Reduction in decision-making time when comparing different financial options.
4.2X
Growth in user engagement with gamified financial educational modules.
The Design System
A unified design system that ensures consistency across every experience and touchpoint.
Alumni-Sans
Display / Headlines
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Inter
Body
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Regular . Medium . Semi-Bold . Bold
Human - Centered
Designed with real users at the heart of every decision.
Scalable
Built to grow across products, platforms and teams.
Accessible
Inclusive by design, ensuring everyone can engage.
Consistent
Unified patterns and standards for a cohesive experience.
“Many of the products I've worked on are protected by NDAs and are therefore not publicly available in my portfolio. I'd be happy to walk you through those projects during a conversation.”