THE PROBLEM
Many people find finance overwhelming and lack the confidence or tools to
build financial literacy in a way that feels accessible, personal, and engaging.
THE SOLUTION
Final Prototypes, Ready for the Pitch
Product Designer | Project Manager | User Interface Designer
Tools | Slides, Figma, Research, Notion
This Case Competition, developed in collaboration with Sun Life, focused on reimagining how people build financial literacy. In under 8 hours, our team designed a finance education app that transforms an often intimidating topic into an engaging, personalized experience. By leveraging AI-driven avatars and interactive simulations, the app guides users through practical lessons tailored to their needs—making finance more accessible, relatable, and confidence-building for all.
Alongside Jackson Hood, Smit Mhatre, Daniel Chen & Damsith Abeysinghe
Replica AI | Sun Life Case Competition
OVERVIEW
2024 Case Competition | 8 Hours to Complete
Date
My Role
Case Competition Breakdown
Understand the Problem
Understand the Problem
Define the Solution
Design the Solutions
Build the Prototype
Finance feels overwhelming
Lack of financial literacy
Intimidating platforms
Low confidence
Lack of personalized guidance
Difficult to understand
THANK YOU!
Take a look at my other case studies.
My Projects
Our solution is a personalized financial literacy app that mirrors each user’s financial situation through an AI-powered avatar. This avatar guides users through interactive simulations where they can make decisions, see real-time outcomes, and reflect on what they could improve. By offering hands-on, scenario-based learning tailored to individual goals and challenges, the app helps users build financial confidence and develop practical skills they can apply in real life.
Define the Solution
Design the Solution
Finance feels overwhelming
The app breaks down complex financial topics into simple, interactive simulations, making it easier for users to learn step by step without feeling overloaded.
Lack of financial literacy
Through realistic scenarios and decision-making tasks, users learn by doing—helping them build a solid understanding of financial concepts over time.
Intimidating platforms
Instead of traditional finance tools that feel cold or formal, the app uses a personalized AI avatar to create a more welcoming and relatable experience.
Low confidence
Users get to test decisions in a risk-free environment and immediately see the results, helping them feel more prepared and confident in real-life situations.
Lack of personalized guidance
The app tailors content and simulations to each user’s financial situation and goals, offering learning that actually feels relevant and useful.
Difficult to understand
The app reflects each user’s real-life financial situation through a custom AI, making financial lessons easier to relate to and apply.