Fina Finance

Your personal AI-powered finance assistant for smarter money decisions.

Fina Finance leverages artificial intelligence to provide personalized financial insights and recommendations. The app analyzes spending patterns, tracks investments, and offers actionable advice — making complex financial planning accessible to everyone, from students to seasoned investors.

Role

UX/UI Designer

Team

4 Designers

Problem

Most personal finance apps overwhelm users with data without providing meaningful context or actionable guidance. Users feel lost navigating complex financial terminology and struggle to build healthy money habits without personalized support.

Outcome

An intuitive AI-driven experience that simplifies financial planning and empowers users to make informed decisions with confidence.

What We Learned

from Desk Research

We investigated how users interact with personal finance tools and identified gaps in existing solutions around guidance and accessibility.

68%

Of millennials feel anxious about their financial future

3,100 respondents aged 25-40
(PwC Financial Wellness Survey, 2023)

54%

Want AI-powered recommendations for saving and investing

4,000 digital banking users
(Accenture Banking Report, 2024)

71%

Abandon finance apps within the first month due to complexity

1,800 app users tracked over 6 months
(Apptopia, 2023)

From Ideas to Paper

Bringing Fina Finance to Life

We sketched dashboard layouts and conversation-style AI interfaces, exploring how to present financial data in a way that feels approachable and actionable rather than overwhelming.