EduFund
Overview
EduFund is a fintech platform that empowers families to plan and save for their children’s higher education through a comprehensive suite of financial services. Its offerings span multiple verticals, including customer facing investment app, Student loan brokerage services and higher education savings advisory.
As a Product Designer at EduFund, I led the redesign and relaunch of the investment app, focusing on creating a smoother, more intuitive user experience for its primary users—parents. My work involved restructuring information architecture and visual design to deliver cohesive, actionable insights. This also involved a new product offering called 'EduBundles' which are mutual funds grouped together to achieve a target investment goal in a given time period. I worked on defining the user journeys and edge cases for this product offering. Our collective efforts helped simplify complex financial decisions and ensure that users could confidently navigate and engage with the platform.
Additionally, I contributed to the development of new product offerings, including an AI-assisted portfolio advisory automation service integrated into the app. This innovative solution leverages AI to provide personalized investment recommendations, enabling families to make informed financial decisions with greater ease.
Collaborating closely with the product manager, engineering team, and senior management, I played a pivotal role in defining the vision and objectives for these offerings from a UX perspective. My responsibilities included:
Mapping out comprehensive user journeys and edge cases to address diverse user scenarios.
Aligning design solutions with business goals and technical feasibility.
Prototyping interfaces and iterating on feedback to ensure seamless functionality and a delightful user experience.
The product is currently under development, and while specific details are confidential, I am happy to discuss my learnings and approach during an in-person conversation. This role highlights my ability to navigate the intersection of design, technology, and business strategy, showcasing my multidisciplinary expertise in creating impactful, user-focused solutions that drive business outcomes.
Overview
EduFund is a fintech platform that empowers families to plan and save for their children’s higher education through a comprehensive suite of financial services. Its offerings span multiple verticals, including customer facing investment app, Student loan brokerage services and higher education savings advisory.
As a Product Designer at EduFund, I led the redesign and relaunch of the investment app, focusing on creating a smoother, more intuitive user experience for its primary users—parents. My work involved restructuring information architecture and visual design to deliver cohesive, actionable insights. This also involved a new product offering called 'EduBundles' which are mutual funds grouped together to achieve a target investment goal in a given time period. I worked on defining the user journeys and edge cases for this product offering. Our collective efforts helped simplify complex financial decisions and ensure that users could confidently navigate and engage with the platform.
Additionally, I contributed to the development of new product offerings, including an AI-assisted portfolio advisory automation service integrated into the app. This innovative solution leverages AI to provide personalized investment recommendations, enabling families to make informed financial decisions with greater ease.
Collaborating closely with the product manager, engineering team, and senior management, I played a pivotal role in defining the vision and objectives for these offerings from a UX perspective. My responsibilities included:
Mapping out comprehensive user journeys and edge cases to address diverse user scenarios.
Aligning design solutions with business goals and technical feasibility.
Prototyping interfaces and iterating on feedback to ensure seamless functionality and a delightful user experience.
The product is currently under development, and while specific details are confidential, I am happy to discuss my learnings and approach during an in-person conversation. This role highlights my ability to navigate the intersection of design, technology, and business strategy, showcasing my multidisciplinary expertise in creating impactful, user-focused solutions that drive business outcomes.
