Timeline
Jul - Sep 2024
My Role
Product designer
Current Status
Concept design
BACKGROUND
AI as personal financial advisor
In the post-pandemic economy, financial volatility has become the new normal, with personal financial situations capable of changing rapidly. More individuals are now actively seeking better ways to manage daily budgets and explore investment opportunities to grow their savings.
AI offers a solution through its rational, data-driven, and efficient approach to financial management.
Walle is a conversational AI application designed to deliver personalised financial services through natural dialogue. This project explores innovative interaction patterns for conversational AI, making complex financial management more accessible and engaging for everyday users.
BUDGET
Effortless and smart
In the budget management space, Walle automatically monitors expenditures through linked banking accounts, creating a comprehensive spending diary without manual input. Beyond passive tracking, Walle serves as a proactive financial advisor, offering personalised recommendations based on individual spending patterns and budget constraints.
INVESTMENT
Rational and restrained
In the investment domain, Walle takes a deliberately measured approach, functioning strictly as an advisory tool rather than making autonomous decisions. The platform collects relevant financial data and transforms it into intuitive visualisations, empowering users to make informed investment choices. This section features a hybrid interaction model that blends conversational AI with card-based components and interactive links, allowing users to quickly identify critical information and navigate options with greater efficiency.
