Persona Invest

Persona Invest is a financial app designed to help women invest with confidence — without the overwhelm. I created it to bridge the gap between complex financial tools and the real needs of women planning their future. It’s not about making finance “cute” — it’s about making it human.

Role

Lead Product Designer

Date

August 2023

Problem & Challange

Problem & Challange

Problem & Challange

Problem & Challange

Problem & Challange

No app meant friction for users Gradient 1 - Blue — and missed potential for the business
No app meant friction for users Gradient 1 - Blue — and missed potential for the business
No app meant friction for users Gradient 1 - Blue — and missed potential for the business
No app meant friction for users Gradient 1 - Blue — and missed potential for the business

Insurance should be built on trust and convenience — but without a mobile app, users faced long forms, manual data entry, and slow support. Balcia’s web-based process made it hard to manage policies or file claims, limiting both user satisfaction and business growth. Our task was to design a mobile app that simplifies insurance

Fast pace, parallel dev

11 flows with high complexity

Live design sync with rebranding

Balance innovation VS trust

My Role

My Role

My Role

My Role

My Role

I led the end-to-end design process — from Gradient 1 - Blue research and ideation to launch
I led the end-to-end design process — from Gradient 1 - Blue research and ideation to launch
I led the end-to-end design process — from Gradient 1 - Blue research and ideation to launch
I led the end-to-end design process — from Gradient 1 - Blue research and ideation to launch

Insurance should be built on trust and convenience — but without a mobile app, users faced long forms, manual data entry, and slow support. Balcia’s web-based process made it hard to manage policies or file claims, limiting both user satisfaction and business growth. Our task was to design a mobile app that simplifies insurance

Fast pace, parallel dev

11 flows with high complexity

Web backend, tech limits

Web backend, tech limits

Key Feautes

Key Feautes

Key Feautes

Key Feautes

Key Feautes

Design

Overview

Design

Overview

Design

Overview

Design

Overview

Design

Overview

Large Title

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo.

Research

Research

Research

Research

Research

On the way to

Solutions

On the way to

Solutions

On the way to

Solutions

On the way to

Solutions

On the way to

Solutions

Brainstorming Sessions

Scale your business with productized services or retainers generating reoccurring revenue, while giving the client ease of mind and easy access to subscription management.

Fast pace, parallel dev

11 flows with high complexity

Brainstorming Sessions

Scale your business with productized services or retainers generating reoccurring revenue, while giving the client ease of mind and easy access to subscription management.

Fast pace, parallel dev

11 flows with high complexity

Information Architecture

Scale your business with productized services or retainers generating reoccurring revenue, while giving the client ease of mind and easy access to subscription management.

Fast pace, parallel dev

11 flows with high complexity

Design Concept

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo to better meet the needs of the target audiences. Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights.

Fast pace, parallel dev

11 flows with high complexity

Web backend, tech limits

Key Features

Key Features

Key Features

Key Features

Key Features

Oboarding

Design

Oboarding

Design

Oboarding

Design

Oboarding

Design

Oboarding

Design

Large Title

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo.

Large Title

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo.

Key Features

Key Features

Key Features

Key Features

Key Features

Home

Design

Home

Design

Home

Design

Home

Design

Home

Design

Large Title

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo.

Key Features

Key Features

Key Features

Key Features

Key Features

Edducational

Design

Edducational

Design

Edducational

Design

Edducational

Design

Edducational

Design

Large Title

Throughout our multi-year partnership, we made modifications to the demo based on what we learned. As we gained insights, we were able to improve the demo.

Key Features

Key Features

Key Features

Edducational

Design

Edducational

Design

Edducational

Design

Version_1
Version_2

Personal Learnings

Personal Learnings

Personal Learnings

Personal Learnings

Personal Learnings

This project not just about design

This project not just about design

This project not just about design

This project not just about design

This project not just about design

What worked well

If we had more time, I would conduct in-depth interviews with users for an even more accurate understanding of their behavior.

In the future, I would allocate more time for UX testing to validate hypotheses even faster.

In the future, I would allocate more time for UX testing to validate hypotheses even faster.

What could be improved

If we had more time, I would conduct in-depth interviews with users for an even more accurate understanding of their behavior.

In the future, I would allocate more time for UX testing to validate hypotheses even faster.

In the future, I would allocate more time for UX testing to validate hypotheses even faster.

Let’s Connect

Let’s Connect

Let’s Connect

Let’s Connect

Senior Product Designer

who

loves mobile