aura finance
aura finance
aura finance
aura finance
empowering employees with financial confidence and peace of mind.
year
2024
year
2024
year
2024
year
2024
duration
1 year
duration
1 year
duration
1 year
duration
1 year
category
Product Design
category
Product Design
category
Product Design
category
Product Design
industry
FinTech, HR Tech, B2B SaaS
industry
FinTech, HR Tech, B2B SaaS
industry
FinTech, HR Tech, B2B SaaS
industry
FinTech, HR Tech, B2B SaaS
00
Aura Finance is a financial wellness platform that helps employees reduce financial stress and build wealth through behavioral coaching, personalized planning, and investment guidance. Primarily offered as an HR benefit, Aura empowers users with actionable financial strategies, making money management simple and stress-free.
As the Lead Product Designer at Aura Finance, I led the rebranding and product evolution, refining Aura’s brand, enhancing its market positioning, and creating a seamless digital experience that fostered trust and engagement.
Aura Finance is a financial wellness platform that helps employees reduce financial stress and build wealth through behavioral coaching, personalized planning, and investment guidance. Primarily offered as an HR benefit, Aura empowers users with actionable financial strategies, making money management simple and stress-free.
As the Lead Product Designer at Aura Finance, I led the rebranding and product evolution, refining Aura’s brand, enhancing its market positioning, and creating a seamless digital experience that fostered trust and engagement.
01
Designing for Financial Well-Being
Understanding that financial stress is emotional as much as it is logistical, I collaborated with behavioral psychologists and conducted extensive user testing to refine the experience through iteration. This included guided coaching flows, interactive financial planning tools, and a more intuitive dashboard. Through trial and error, we continuously improved the user journey, simplifying complex financial concepts and delivering personalized insights. This iterative approach ensured users felt confident in making informed financial decisions without feeling overwhelmed.
Implementing a Scalable Design System
Designing for Financial Well-Being
Understanding that financial stress is emotional as much as it is logistical, I collaborated with behavioral psychologists and conducted extensive user testing to refine the experience through iteration. This included guided coaching flows, interactive financial planning tools, and a more intuitive dashboard. Through trial and error, we continuously improved the user journey, simplifying complex financial concepts and delivering personalized insights. This iterative approach ensured users felt confident in making informed financial decisions without feeling overwhelmed.
Implementing a Scalable Design System
Designing for Financial Well-Being
Understanding that financial stress is emotional as much as it is logistical, I collaborated with behavioral psychologists and conducted extensive user testing to refine the experience through iteration. This included guided coaching flows, interactive financial planning tools, and a more intuitive dashboard. Through trial and error, we continuously improved the user journey, simplifying complex financial concepts and delivering personalized insights. This iterative approach ensured users felt confident in making informed financial decisions without feeling overwhelmed.
Implementing a Scalable Design System
Designing for Financial Well-Being
Understanding that financial stress is emotional as much as it is logistical, I collaborated with behavioral psychologists and conducted extensive user testing to refine the experience through iteration. This included guided coaching flows, interactive financial planning tools, and a more intuitive dashboard. Through trial and error, we continuously improved the user journey, simplifying complex financial concepts and delivering personalized insights. This iterative approach ensured users felt confident in making informed financial decisions without feeling overwhelmed.
Implementing a Scalable Design System
02
Driving Growth & Market Expansion
Beyond product design, I worked on growth initiatives that strengthened Aura’s market positioning. I designed compelling sales collateral, investor pitch decks, and email campaigns, helping drive a huge increase in investor and customer acquisition. Additionally, I developed interactive workshops and marketing touchpoints that converted attendees into paid users.
Expanding Enterprise Partnerships
One of the major milestones during my time at Aura was securing our first large enterprise partnership with Motorola, successfully rolling out Aura as a company-wide HR benefit. This marked a significant step in establishing Aura as a trusted financial wellness solution at scale, proving its value in corporate environments.
Driving Growth & Market Expansion
Beyond product design, I worked on growth initiatives that strengthened Aura’s market positioning. I designed compelling sales collateral, investor pitch decks, and email campaigns, helping drive a huge increase in investor and customer acquisition. Additionally, I developed interactive workshops and marketing touchpoints that converted attendees into paid users.
Expanding Enterprise Partnerships
One of the major milestones during my time at Aura was securing our first large enterprise partnership with Motorola, successfully rolling out Aura as a company-wide HR benefit. This marked a significant step in establishing Aura as a trusted financial wellness solution at scale, proving its value in corporate environments.
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