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AI & software / Before Google

Wisebanyan

Wisebanyan interface designs: overview, retirement goal, deposits, and portfolio allocation.
Wisebanyan interface designs: overview, retirement goal, deposits, and portfolio allocation.

For Wisebanyan, an automated investment advisor, I worked on an experience centered on long-term financial goals. The brief was to make progress easier to read and give people a reason to return beyond checking daily gains.

Goals before numbers

The research included email surveys, platform data, and a review of competing products. The wireframes brought milestones, deposits, and portfolio allocation into a consistent structure.

Earlier wireframes exploring milestones, earnings, deposits, and risk.
Earlier wireframes exploring milestones, earnings, deposits, and risk.

Learning from the tests

After usability testing, I revised the milestone cards to make them easier to read and put more emphasis on progress. I also explored smaller, system-generated milestones to give people feedback along the way.

Design and wireframe excerpts from my portfolio presentation. This work predates my time at Google.

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