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INDUSTRY
PROJECT
TEAM
Rahul Raj Singh
Rajat Katiyar (Senior Manager UX)
DURATION
12 Weeks
TOOLS
PROBLEM DISCOVERED
How might we help users understand, track and optimize granular spending across apps and accounts, without overwhelming them or compromising trust?
OUTCOME(S)
As part of my internship at HDFC Bank, I designed key UX concepts for Money360, the bank’s upcoming AI-driven personal finance platform built on the RBI Account Aggregator framework. The project focused on helping users understand, manage, and act on their financial data through an intuitive, insight-driven experience.
Overview
Designed an AI-driven personal finance management app to make spending, saving, and money decisions effortless.
01 Introduction
Help users spend, save, and manage money smarter with AI support across everyday financial decisions.
02 Initial Problem Statement
User study, surveys, interviews, and defining core journeys, to integrate AI seamlessly into PFM flows.
03 Methodology
Designed features, including Pockets, Gullak, and RM Connect to help users track, save, and optimize finances.
04 Solution
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