The platform was designed to enable digital onboarding, call booking, profile management, and video calling, making it possible for anyone to talk to a financial adviser regardless of location or availability.
My role and responsibilities
As the lead designer, I had the privilege of being part of a team - which included a service designer, a growth hacker, a group of developers, and a team of financial advisors - that was on a mission to empower people to make smarter financial decisions.
From collaborating on the branding, to crafting the user interface and experience, I oversaw all aspects of the design and worked closely with the development team to turn our vision into a reality. It was an exciting and challenging experience that taught me a lot about the startup world and the importance of user-centred design in creating successful products.
Opportunities and goals of the projects
Our goal was to create a platform that would help people make better financial decisions and get the guidance they need to achieve their financial goals.
We saw an opportunity to disrupt the traditional financial advice model that was often costly and inaccessible to the majority of people. We wanted to create a product that would be easy to use and understand, regardless of the user's financial literacy level.
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Posted Apr 11, 2024
Our goal was to create a platform that would help people make better financial decisions and get the guidance they need to achieve their financial goals.