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.

01

The Challenge

Despite its valuable mission, Aura struggled with an unclear brand identity, fragmented user experience, and limited market traction. The platform lacked a cohesive design system, making it difficult to communicate its value proposition effectively. Additionally, financial stress is deeply psychological, requiring a UX approach rooted in behavioral science to build trust and engagement.

Aura needed a strategic overhaul to strengthen its market presence, attract investors, and optimize user engagement while ensuring its offerings resonated with employees seeking financial wellness.


The Solution

Strategic Product Development

To evolve Aura into a polished, user-centered platform, we carefully crafted a structured product roadmap divided into v0, v1, and v2 phases. This allowed for an iterative approach—delivering a functional MVP quickly, gathering user feedback, and progressively refining the experience based on behavioral insights. Each phase focused on improving usability, engagement, and trust, ensuring the platform was both effective and scalable.

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

To support Aura’s growth and maintain consistency across platforms, I developed a scalable design system that standardized UI components, interaction patterns, and accessibility guidelines. This improved cross-functional collaboration, reduced design inconsistencies by 50%, and accelerated design-to-development workflows, ensuring that every iteration remained cohesive across Aura’s iOS app, web app, and website.

The Challenge

Despite its valuable mission, Aura struggled with an unclear brand identity, fragmented user experience, and limited market traction. The platform lacked a cohesive design system, making it difficult to communicate its value proposition effectively. Additionally, financial stress is deeply psychological, requiring a UX approach rooted in behavioral science to build trust and engagement.

Aura needed a strategic overhaul to strengthen its market presence, attract investors, and optimize user engagement while ensuring its offerings resonated with employees seeking financial wellness.


The Solution

Strategic Product Development

To evolve Aura into a polished, user-centered platform, we carefully crafted a structured product roadmap divided into v0, v1, and v2 phases. This allowed for an iterative approach—delivering a functional MVP quickly, gathering user feedback, and progressively refining the experience based on behavioral insights. Each phase focused on improving usability, engagement, and trust, ensuring the platform was both effective and scalable.

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

To support Aura’s growth and maintain consistency across platforms, I developed a scalable design system that standardized UI components, interaction patterns, and accessibility guidelines. This improved cross-functional collaboration, reduced design inconsistencies by 50%, and accelerated design-to-development workflows, ensuring that every iteration remained cohesive across Aura’s iOS app, web app, and website.

The Challenge

Despite its valuable mission, Aura struggled with an unclear brand identity, fragmented user experience, and limited market traction. The platform lacked a cohesive design system, making it difficult to communicate its value proposition effectively. Additionally, financial stress is deeply psychological, requiring a UX approach rooted in behavioral science to build trust and engagement.

Aura needed a strategic overhaul to strengthen its market presence, attract investors, and optimize user engagement while ensuring its offerings resonated with employees seeking financial wellness.


The Solution

Strategic Product Development

To evolve Aura into a polished, user-centered platform, we carefully crafted a structured product roadmap divided into v0, v1, and v2 phases. This allowed for an iterative approach—delivering a functional MVP quickly, gathering user feedback, and progressively refining the experience based on behavioral insights. Each phase focused on improving usability, engagement, and trust, ensuring the platform was both effective and scalable.

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

To support Aura’s growth and maintain consistency across platforms, I developed a scalable design system that standardized UI components, interaction patterns, and accessibility guidelines. This improved cross-functional collaboration, reduced design inconsistencies by 50%, and accelerated design-to-development workflows, ensuring that every iteration remained cohesive across Aura’s iOS app, web app, and website.

The Challenge

Despite its valuable mission, Aura struggled with an unclear brand identity, fragmented user experience, and limited market traction. The platform lacked a cohesive design system, making it difficult to communicate its value proposition effectively. Additionally, financial stress is deeply psychological, requiring a UX approach rooted in behavioral science to build trust and engagement.

Aura needed a strategic overhaul to strengthen its market presence, attract investors, and optimize user engagement while ensuring its offerings resonated with employees seeking financial wellness.


The Solution

Strategic Product Development

To evolve Aura into a polished, user-centered platform, we carefully crafted a structured product roadmap divided into v0, v1, and v2 phases. This allowed for an iterative approach—delivering a functional MVP quickly, gathering user feedback, and progressively refining the experience based on behavioral insights. Each phase focused on improving usability, engagement, and trust, ensuring the platform was both effective and scalable.

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

To support Aura’s growth and maintain consistency across platforms, I developed a scalable design system that standardized UI components, interaction patterns, and accessibility guidelines. This improved cross-functional collaboration, reduced design inconsistencies by 50%, and accelerated design-to-development workflows, ensuring that every iteration remained cohesive across Aura’s iOS app, web app, and website.

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.

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