FINTECH & CONVERSATIONAL INTERFACES
Conversational Personal Finance Assistant
Exploring a conversational approach to personal finance, expense tracking, and everyday budgeting.
The Product
A personal finance product initiative exploring how conversational interactions could make financial information and common budgeting tasks more approachable.
The concept centered on helping users interact with expenses and personal budgeting information through a simpler digital experience.
My Role & Contributions
My involvement included product definition, functional requirements, user experience considerations, and agile coordination.
The work focused on shaping the product experience and translating early concepts into actionable product requirements.
Selected Focus Areas
- Conversational user experiences
- Expense tracking concepts
- Budget-related workflows
- Product discovery
- Functional requirements
Client and product identities have been withheld to respect confidentiality.