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HDFC Bank: Money360

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 

Timeline: 12 weeks
Contributors: Rahul Raj Singh, Rajat Katiyar (Senior Manager UX)

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