Show me the money!
AI Fintech Dashboard App
Translated complex investment data into a human-centric AI fintech platform, combining modular dashboards and gamified learning to expand audiences through influencer campaigns.
Challenge
Divizend wanted to evolve beyond a successful tax reclaims into a broader dynamic fintech ecosystem. The challenge was designing an app-store style platform that could monetise connected financial portfolios, attract new users and enable third-party partners. It needed to simplify complex financial data, build trust and communicate its brand and product offering clearly within seconds.
Approach
Working closely with directors, tech leads and my copywriter partner, we built strategy-led foundations balancing rigorous UX with contemporary AI interactions. At the core was language, breaking complex micro and macro financial data into plain words first. Through agile sprints and feedback loops, we evolved these into structural and visual concepts, stress-testing clarity and accessibility together.
Outcome
We delivered a scalable design system built around a customisable dashboard with modular sub-app architecture. Users could speak directly to their portfolio through AI chat, collating insights, surfacing content, and shaping their dashboards. Sub-modules included gamified learning, market simulators and asset optimisation tools. Fully theme-able across light, dark and colour modes, and documented for strategic phased rollout.
Impact
The new product ecosystem strengthened Divizend’s market positioning, increasing app downloads and deepening engagement with existing users. Crucially, it attracted third-party developers to build subscription-based modules within the platform, and has been picked up by key financial influencers, which core to te marketing strategy. The app is in phase one of build, with focus on core functionality.
Rollout of customisable fintech eco-system
Within a single working session Antony distilled a complex set of ideas into a clear, compelling visual framework that aligned everyone, from engineering to leadership.
Thomas Rappold, CEO – Divizend Fintech
Rollout of gamified learning sub-module
Exploration of modular AI-UX systems
UX workflow meant system-level thinking. We identified fundamental structures, defined clear relationships, and calibrated the right layers with balanced granularity. Through iteration and stress-testing, we shaped modern AI-UX patterns. The focus was distilling technical information into something very human and tactile. And took a responsible approach to behavioural mechanics.
Key decisions shaping UI approach
Through open collaboration and creative freedom, we explored a broad aesthetic spectrum before refining an elegant, vibrant direction. Colour was used with maturity to balance trust and flair, uniting product, brand and campaigns. All anchored by a distinct AI entity, giving form to each person’s unique financial portfolio.
Feature of language in solving AI-UX challenges
Language sat at the heart of this project. We analysed complex themes within the financial world and rebuilt them into concise terminology systems for app, brand and campaign. UX-AI patterns balanced simplicity with depth, welcoming entry-level investors while ensuring experienced users felt equally respected and empowered.
Strategy of component unification
We developed a robust design system with 30 plus bespoke financial components, forming the building blocks of each portfolio. These could be accessed via the dashboard or dynamically surfaced through AI chat. The app balanced future-facing AI-UX with traditional UX done right, shaped with craft and attention to detail.
Reflection
It’s not about using AI to make things, it’s about building dynamic UX structures that actually utilise AI
The important of colour and craft when it come to communicating very complex data and concepts
Working in full partnership with a copywriter means UX workflow is very clean from the ground up
