Product Strategy & UX Architecture
End-to-End UI/UX Design
Dashboard Layout & Visual Data Representation
Component Library & Design System
User Journey & Information Architecture
Usability Testing & Iteration
Design a dashboard that provides a high-level financial overview while allowing drill-down into detailed transactions.
Create a clean visualization system for income, expenses, assets, liabilities, and tax reporting.
Improve user clarity when verifying financial statements against bank records.
Support advanced financial decision-making with analytics such as projections, capital ratio, and exemption breakdowns.
Discovery & Requirement Alignment Defined financial tracking workflows and user reporting needs.
User Research & Persona Development Conducted interviews and analyzed behavioral patterns.
Wireframing & Low-Fidelity Exploration Mapped user journeys and early dashboard layouts.
Visual UI Design & Design System Built component library, typography, color tokens, and chart styles.
Prototyping & Usability Testing Tested comprehension, readability, navigation ease, and interaction behavior.
Final Design & Handoff Delivered responsive final designs with documentation.
Understand how users currently monitor spending and investments.
Identify pain points in reconciling digital banking transactions.
Evaluate how users define “financial clarity” and “control.”
Determine metrics users rely on for long-term planning.
High-income professionals with multiple financial sources.
Investors managing assets & liabilities.
Small business owners.
Users who rely heavily on multiple bank cards.
Budget-aware individuals who want transparent spending tracking.
A unified platform to track all financial categories in one place.
Clear breakdown of expenses by category and month.
Ability to verify transactions directly with bank statements.
Insights on tax obligations and exemptions.
Visual summaries instead of raw spreadsheets.
Accuracy and trustworthiness of data sources.
Daniel Rahman
Age: 42
Education: Master’s Degree in Finance from the University of Malaya
Location: Kuala Lumpur, Malaysia
Job: Senior Consultant & Investor
Family: Married with two children
Goals:
Gain a complete view of personal finances
Track multiple income streams & investments
Minimize taxable income and plan strategically
Maintain records across multiple bank accounts
Frustrations:
Manual effort required to reconcile transactions
Bank apps provide fragmented views
Lack of forecasting or analytical insights
Hard to see long-term financial trends
Financial information is fragmented across multiple banks and platforms.
Hard to verify and reconcile transactions without manual effort.
Existing apps lack advanced insights, forecasting, and analytics.
Expense categories are often inaccurate, affecting budgeting clarity.
Limited visibility into tax impact and exemptions.
Visualizations are basic and don’t support deeper decision-making.
No unified dashboard combining income, expenses, assets, liabilities, and tax data.
