Quse App by Heather PetersQuse App by Heather Peters

Quse App

Heather Peters

Heather Peters

Designed an end-to-end budgeting experience that simplifies financial planning for everyday users while supporting advisor-led workflows.

Impact

Established a scalable product foundation currently in development, with active conversations for B2B adoption

Role

Led end-to-end product and UX design, shaping the experience, system, and brand cohesion

Problem

Traditional budgeting tools are complex, inconsistent, and require prior financial knowledge. Users struggle to maintain them, while advisors lack efficient tools to support clients at scale.

Insight

Budgeting fails when it requires too much manual effort or financial literacy.
Users need a system that feels simple and guided, while advisors need a structure that reduces hands-on management.

Solution

Designed a simplified, system-driven budgeting experience that reduces complexity and supports both self-serve and advisor-led use.
Enabled: – A guided budgeting framework that requires no prior knowledge – Automation of financial planning to reduce manual input – A structure that supports both individual users and advisor workflows
Unified the experience with consistent interaction patterns, clear information hierarchy, and cohesive branding.
Introduced a design system to accelerate development and ensure consistency as the product scales.

Goal

Create a new model for budgeting that could serve both direct users and financial institutions, supporting potential B2B and B2C adoption.

Results

Product in active development Engaged in ongoing conversations with banks and advisory firms for potential adoption
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Posted Mar 24, 2026

Designed an end-to-end budgeting experience that simplifies financial planning for everyday users while supporting advisor-led workflows.