A financial wellness platform to simplify banking
GloriFi is a unified experience that blends financial education, real‑time insights, and secure account management into a modern, intuitive interface.
Situation
GloriFi set out to build a unified financial wellness platform across mobile and web, with an eight‑month deadline to deliver an MVP and beta that could validate market demand and support future funding.
Task
Design a global financial news feed and financial data insights hub that meaningfully engages U.S. cultural and financial communities by strengthening trust, security, and privacy throughout the entire modern bank‑account‑opening experience.
Action
Combined research, competitive analysis, persona development, information architecture, and wireframing to shape the product direction. UI exploration then established a scalable system that unified mobile and web, creating a cohesive and maintainable design framework.
Result
Following the initial release, which involved a successful launch of the app, it was reported that more than 40,000 individuals had downloaded the application, which was a significant achievement, as it ranked 11th among all financial apps available on the market.
Discovery
I conducted a series of qualitative and competitive research activities to understand user expectations around financial literacy, mobile banking, and trust‑building patterns.
Competitive audit
I carefully reviewed several banking and financial apps, evaluating their features and identifying areas for improvement. This helped me gain a comprehensive understanding of the app landscape.
Workshops
I conducted empathy mapping workshops to comprehend our users better. The workshops aided me in creating personas that reflect their distinct qualities and motivations, revealing areas for improvement and leading to a better user experience.
Information architecture
I mapped the core navigation, content hierarchy, and user flows to ensure the experience remained intuitive, predictable, and aligned with user mental models.
Wireframe flows
I created user flows and wireframes, examining the design process and identifying areas for improvement. We discussed potential issues and brainstormed solutions to ensure a seamless and user-friendly experience.
Visual design
UI exploration established the foundation for a scalable design system that unified typography, color, spacing, and component patterns across mobile and web.
UI exploration
Applied brand styles across early layouts and interaction patterns to establish a consistent visual direction. This work created the foundation for mockups that were both effective and aligned with our guidelines and design principles.
Design system
This UI framework saved time and effort for the team by providing pre-built components and promoting best UI practices. The framework also allowed for easier maintenance and updates without compromising the site's integrity.
Product shipped
The final product delivered a cohesive financial experience that combined news, insights, rewards, and account management into a polished, user‑friendly interface.
Today
This news feed presents global and financial news with a TikTok-style swipe interface. It's easy to browse and visually engaging for both casual readers and investors who want to stay informed.
Snapshot
This dashboard helps you view income, expenses, investments, and debts. You can monitor progress, identify improvement areas, and make informed decisions.
Rewards
We redesigned and reskinned the vendor loyalty feature so users get rewards and discounts from their favorite service providers.
Accounts
Reusable marketing cards and user flow screens simplify banking account opening. This approach helps users select the right account and quickly complete the task.
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