Finance App
Making Investing and Financial Education Accessible
About:
The Financial App is a startup using AI-driven intelligence to provide everyday people with the tools they need to achieve financial freedom.
Challenge:
Financial information can be overwhelming and unstructured. Our goal is to make it simpler and more accessible by helping users build small, daily financial habits that gradually improve their understanding and confidence in managing money.
Impact:
We designed, validated, and launched an MVP that empowers users to develop financial knowledge and make informed investment decisions with confidence.
Type
Finance app
My Role
UX/UI Designer - Lead UX/UI Designer
Team
5 UX Designer, 3 Software Developer, 1 CEO
Deliverables
Product ideation, Design/prototype, Stakeholder management, Iterations
Disclaimer
This project is partially shipped, so this page doesn not reflect all the things I worked on.
If you are a hiring manager, please contact me for te complete portfolio walkthrough.
Overview
Investing can feel overwhelming—too much information, conflicting techniques, and endless opinions make it hard to know where to start. Many people hesitate due to the fear of losing money or making the wrong decisions.
To tackle this, we aimed to create a learning resource that adapts to each investor’s experience level, helping users build confidence and better financial habits. By focusing on bite-sized, structured learning—just five minutes a day—we wanted to make investing education more approachable, engaging, and effective.
Milestones and achievements
✦Introduced guidance and educational tools throughout the product to promote and encourage finance culture.
✦Design team management and coordination related tasks concerning the core products: GenAI Chatbot, Learning Platform and Investment Community;
✦Partner with developers to implement and realize design concepts;
✦Drive key design decisions aligned with project objectives.
✦Contribute to the establishment of a consistent brand identity across all digital platforms through cohesive design themes;
✦Utilize storyboarding and user journey maps to illustrate the flow and experience of our digital products;
✦Conduct user research and usability testing to gather insights and identify areas for improvement.
✦Redesign of the landing page to rapresent the company and its identity
Key learnings
✦ Be agile, flexible, yet critical! ✦
At the startup, one of the most important skills for team members is the ability to switch between different areas of the business. As a designer, I often need to manage multiple challenges simultaneously, making flexibility essential in my role. However, I believe flexibility should always be paired with critical thinking.
For instance, it’s important to question priorities—deciding if one feature deserves more focus than another, or whether exploring a new pattern or approach would be worthwhile.
✦ Collab, collab, collab! ✦
This may seem obvious, but the truth is, nothing I accomplished in my eight months at the startup would have been possible without my teammates. Collaboration was essential.
Thanks for reading!
Or you can also contact me through email or LinkedIn if you are interested to learn more about it.
