AI Wealth App: Designing for Engagement & Insights

Designing a 0–1 AI wealth companion to deliver smart insights, drive engagement, and simplify complex financial decisions.

Role

UX/UI Designer (Freelance)

Industry

FinTech (B2C)

Duration

4.5 weeks

This project focused on designing a 0–1 AI-powered wealth companion aimed at turning financial insights into engaging, personalized experiences. I focused on creating seamless conversational flows, building trust through clarity, and aligning the product’s design with long-term financial behavior change.

Due to a strict NDA, I’m unable to share this case study publicly. However, I can walk you through select parts of the project—including my full design process and strategic thinking—over a video call.

Please feel free to reach out if you’d like to learn more!

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