AI-Powered Financial Insights
MONEYLION
Role
Staff Product Designer
Team
Product owners, Illustrator, Engineers
Built an AI-driven system that translates financial data into personalized insights, helping users understand their situation, make better decisions, and take action with confidence.
PROBLEM
Financial data was fragmented, difficult to interpret, and largely reactive. Users could see their information, but lacked clear guidance on what it meant or what to do next.
As a result, engagement was limited, and users struggled to connect financial insights to meaningful action.
Starting Point
Opportunity
Designed a system of AI-powered insight cards that break down complex financial signals into clear, digestible information—helping users quickly understand what’s happening and why it matters.
Personalized by Behavior
Leveraged behavioral data and AI models to tailor insights, recommendations, and financial opportunities—ensuring each user sees content that is relevant, timely, and actionable
Transformed credit monitoring into an interactive experience—combining real-time data, scoring factors, and AI-generated guidance to help users understand their score and improve it over time.
Turning Data into Action
SOLUTION
Conversational Financial Guidance
Designed an AI-powered chat experience that allows users to explore insights, ask questions, and receive contextual financial guidance—making complex topics more accessible and actionable.
Visual Exploration
Explored multiple visual directions for AI insights—testing form, color, and motion to create a distinct, scalable visual language for AI-driven experiences.
Building a Scalable AI System
Created a flexible system of AI components, including insight cards, recommendation patterns, and feedback loops—enabling rapid iteration and consistency across the product.
Natural Language Discovery
Introduced AI-powered search, allowing users to explore financial tools, content, and insights using natural language—reducing friction and improving discovery across the platform.
From Static Data to Intelligent Experiences
Evolved the experience from static dashboards and fragmented data into a dynamic, AI-driven system that surfaces insights, explains outcomes, and guides user action.
Integrating AI into the Core Experience
Redesigned navigation to seamlessly integrate AI-powered features—making insights, chat, and tools easily accessible within the user’s natural workflow.
Impact
Driving Engagement
Personalized, AI-powered insights increased engagement by delivering relevant, timely financial information users could act on.
Enabling Better Decisions
Clear, contextual guidance helped users understand their financial situation and make more confident, informed decisions.
Building for Scale
Established a scalable AI foundation that supports continuous iteration and expansion across the product ecosystem.