Project Overview
About the Project
A Fintech platform designed to integrate diverse B2C & B2B financial services into a single ecosystem, offering seamless Dashboards, AI Agent–powered financial insights and a Shared Family Wallet feature for collaborative expense management.
Tools Used
- Figma – UI design & prototyping
- Photoshop- for Image editing
- Figma Make / AI – UI generation & iteration
- Notion – Documentation & case study structuring
- ChatGPT- Research & Documentation
Customer Research
Research Objectives
- Understand financial pain points for individuals and SMEs.
- Learn how HRs and finance managers manage payrolls, employee benefits, and management.
- Identify adoption barriers in digital finance.
- Test the viability of collaborative expense features.
Competitive Analysis
User Personas