Oscar AI: Financial AI Assistant
Goal: To enhance user engagement and satisfaction by integrating Oscar AI - an intelligent financial assistant
Role
Tools
Duration
Context
Bloom is a ultimate financial app designed to help users manage their money with confidence. To support users in building long-term financial habits and engagement, we introduced the new Budgeting Feature - this functionality helps user to managing their finances simple, smart, and stress-free. Allow users to create simple and personalized budgets that match their real-life financial cycles and spending goals.
The Problem 😐
Through discussions with peers, insights from banking professionals, and my own experiences (as someone who admittedly struggles with managing money 😅), I’ve observed a common challenge: many people find it difficult to manage their budgets effectively. This difficulty often stems from the complexity and inflexibility of traditional budgeting tools, which fail to meet users' diverse needs.
HMW 🤔
How might we create a budgeting tool that is fast, intuitive, and flexible, empowering users to manage their finances effortlessly while accommodating their unique goals and lifestyles?
Stage 4. User testing and iteration
Organized user testing sessions with a diverse group of participants to gather feedback on the app's usability and appeal. Utilized both in-person and remote testing methods to collect a wide range of insights.
Analyzed feedback to identify usability issues and areas for improvement. Implemented design iterations to address user concerns, enhance the app's functionality, and improve the overall user experience.
Stage 5. Final presentation and handoff
Compiled and presented a comprehensive project report to the internship team and stakeholders, detailing the design process, user testing findings, and final app design. The presentation highlighted the app's potential to foster social connections through shared dining experiences.
Prepared and delivered design specifications and assets to the development team, ensuring a smooth handoff and providing support during the initial stages of app development.
Reflections
This project was an invaluable opportunity to apply UX/UI design principles in a real-world setting, contributing to a product that promotes social connectivity and culinary exploration. It challenged me to think creatively about how to meet user needs and preferences, enhancing my skills in research, design, and collaboration. The experience underscored the importance of user feedback in the design process and the impact of thoughtful design on user engagement and satisfaction.
