WORK

ABOUT

For confidentiality reasons, only limited information is displayed here

  • Building a conversational AI-Assistant

  • Enhancing the data visualization

  • Improving the discovery

  • Simplifying the onboarding process

  • Integrating 3rd party brokerage accounts

What is Magnifi?

Magnifi is the consumer arm of TIFIN. Magnifi is an intuitive investing app that helps individuals take control of their future through a comprehensive suite of resources, personalized to help everyone build financial intelligence and practice financial wellness.

My role

Magnifi was launched in 2019, and for the past year, I have been leading the product design efforts with a team that includes a visual designer and design lead. Throughout this year, we have implemented several feature upgrades to the platform, with a particular focus on enhancing specific user flows and improving the overall user experience. One notable upgrade was the launch of our AI-driven chatbot that provides personalized investment advice to users. Interestingly, this chatbot was conceptualized before the emergence of Chat GPT, but it functions in a similar way.

Some features that I've worked on

Thanks for scrolling! For a more detailed case study, please reach out to me!