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Impact Snapshot

🔹 Shifted from unguided choice to behaviorally guided investment

The experience evolved from a static list of funds to a contextual decision architecture aligned with financial education goals.

A non-guided investment listing became a structured, data-driven investment journey designed to educate and progressively diversify users.

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🧭 Project Overview

🎯 The Challenge

🚀 The Outcome

🧠 My Approach

📦 Key Deliverables

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Reflection ****

🔹 Financial education must be embedded in interaction design, not static content.

Users progressed when learning was tied to milestones.

🔹 Decision architecture influences capital allocation behavior.

Small structural changes shifted AUM distribution significantly.

🔹 Cross-functional alignment is critical in regulated products.

Balancing behavioral design, legal compliance, and backend logic required structured facilitation, not just UI design.

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Selected Work (6)

1. Guided Investment Architecture
2. Creative Operations System