I led UX and UI design, shaping the overall experience to make financial planning more intuitive and actionable. Working alongside a team of designers, content strategists, researchers, and product leads, I helped define interaction patterns, visual execution, and user workflows that balance guidance with flexibility.

Key Design Solutions

✅ Adaptive User Profiles – Personalized dashboards that evolve based on spending habits, interests, and financial goals.
✅ Goal-Oriented Planning – A structured experience to help users save for major life events like home buying, travel, and debt management.
✅ Smarter Content Surfacing – AI-powered recommendations deliver relevant insights and action items tailored to individual needs.
✅ Embedded Financial Support – Seamless integration with advisors and support teams for real-time guidance.
✅ Scalable, Modular UI – A flexible component-based design system ensures clarity while allowing for customization.

Impact

📈 Increased user engagement – Users interacted more with planning tools and personalized insights.
🔍 Reduced decision friction – Clearer pathways for financial planning made complex topics more approachable.
💡 Higher confidence in financial choices – The experience empowered users to take actionable steps toward their goals.