UI / UX Design
Future of Finance - Aura Financial Assistant
Year :
2025
Industry :
Finance
Client :
Internal Initiative
Project Duration :
6 weeks
EVER THOUGHT OF FINANCIAL FREEDOM?
It all started with a 'What if', what if there is financial autonomy, what if I don't need to worry about money, what if AI is managing my money while I am living my life. Yes, we started off with a what if and we took it off with blue-sky thinking, no boundaries—make the impossible possible.
Then came the hard part: make it real.
We debated what to build, who it’s for, and whether AI is truly transformative—until we realized we were asking the wrong question. Not “What product should we build?” but “What human problem are we solving?”
Because financial services has spent 100 years optimizing to sell products. We decided to flip that—and start with the human.
The Vision & Challenge
Our vision was to envision a world where financial life is autonomously managed, empowering everyone to focus on what truly matters: living fully and experiencing peace of mind.
Envisioning a world with financial security, comes with a lot of policies and regulations amendments. It means, changing the way we finance currently. Trusting AI with our money and sharing that level of autonomy.
To proceed, we took a blue-sky approach, where there are no restrictions, no technical challenges, no government regulations, just pure user experience. The experience that builds trust, secures your future, and brings the peace of mind.
OUR PITCH DECK
We curated a powerful pitch to present our thought process and selected a few scenarios to showcase the journey of how financial autonomy can be build and you can truly experience the financial peace of mind.
Meet Brian: 28, a data analyst, living paycheck to paycheck under high rent and student loans. He’s not careless or clueless—he’s just drowning.
Every month is the same loop: juggling bills, obsessively checking his balance, praying nothing breaks before payday. And when it does, he faces it alone—his “survival brain” running the show.
Most financial tools fail him here. They offer budgets and reminders—more information—when what he needs is someone to think with him.
So instead of another app telling him he’s broke, imagine a partner that helps him navigate the chaos.
Enter Aura.
Aura starts with a conversation, not spreadsheets. She learns Brian—his goals, fears, and priorities—then meets him across his phone, laptop, and home assistant: present, proactive, and centered on him, not products.
Here’s what that looks like.
A couple of years later, Brian’s life is different, the 2 a.m. anxiety is gone. The constant bill triage is over. With Aura managing the money in the background, Brian’s actually present—for soccer games, dinners, bedtime.
Most financial advisors ask: "What are your goals?"
Aura asks a different question: "What excites you?"
And then she builds your financial strategy around that.
Because here's the truth: money isn't just a number.
It's a tool to live the life you actually want.
And when your financial partner understands that? When she remembers your interests, anticipates your needs, and aligns your capital with your values?
That's when money becomes freedom.
More Projects
UI / UX Design
Future of Finance - Aura Financial Assistant
Year :
2025
Industry :
Finance
Client :
Internal Initiative
Project Duration :
6 weeks
EVER THOUGHT OF FINANCIAL FREEDOM?
It all started with a 'What if', what if there is financial autonomy, what if I don't need to worry about money, what if AI is managing my money while I am living my life. Yes, we started off with a what if and we took it off with blue-sky thinking, no boundaries—make the impossible possible.
Then came the hard part: make it real.
We debated what to build, who it’s for, and whether AI is truly transformative—until we realized we were asking the wrong question. Not “What product should we build?” but “What human problem are we solving?”
Because financial services has spent 100 years optimizing to sell products. We decided to flip that—and start with the human.
The Vision & Challenge
Our vision was to envision a world where financial life is autonomously managed, empowering everyone to focus on what truly matters: living fully and experiencing peace of mind.
Envisioning a world with financial security, comes with a lot of policies and regulations amendments. It means, changing the way we finance currently. Trusting AI with our money and sharing that level of autonomy.
To proceed, we took a blue-sky approach, where there are no restrictions, no technical challenges, no government regulations, just pure user experience. The experience that builds trust, secures your future, and brings the peace of mind.
OUR PITCH DECK
We curated a powerful pitch to present our thought process and selected a few scenarios to showcase the journey of how financial autonomy can be build and you can truly experience the financial peace of mind.
Meet Brian: 28, a data analyst, living paycheck to paycheck under high rent and student loans. He’s not careless or clueless—he’s just drowning.
Every month is the same loop: juggling bills, obsessively checking his balance, praying nothing breaks before payday. And when it does, he faces it alone—his “survival brain” running the show.
Most financial tools fail him here. They offer budgets and reminders—more information—when what he needs is someone to think with him.
So instead of another app telling him he’s broke, imagine a partner that helps him navigate the chaos.
Enter Aura.
Aura starts with a conversation, not spreadsheets. She learns Brian—his goals, fears, and priorities—then meets him across his phone, laptop, and home assistant: present, proactive, and centered on him, not products.
Here’s what that looks like.
A couple of years later, Brian’s life is different, the 2 a.m. anxiety is gone. The constant bill triage is over. With Aura managing the money in the background, Brian’s actually present—for soccer games, dinners, bedtime.
Most financial advisors ask: "What are your goals?"
Aura asks a different question: "What excites you?"
And then she builds your financial strategy around that.
Because here's the truth: money isn't just a number.
It's a tool to live the life you actually want.
And when your financial partner understands that? When she remembers your interests, anticipates your needs, and aligns your capital with your values?
That's when money becomes freedom.
More Projects
UI / UX Design
Future of Finance - Aura Financial Assistant
Year :
2025
Industry :
Finance
Client :
Internal Initiative
Project Duration :
6 weeks
EVER THOUGHT OF FINANCIAL FREEDOM?
It all started with a 'What if', what if there is financial autonomy, what if I don't need to worry about money, what if AI is managing my money while I am living my life. Yes, we started off with a what if and we took it off with blue-sky thinking, no boundaries—make the impossible possible.
Then came the hard part: make it real.
We debated what to build, who it’s for, and whether AI is truly transformative—until we realized we were asking the wrong question. Not “What product should we build?” but “What human problem are we solving?”
Because financial services has spent 100 years optimizing to sell products. We decided to flip that—and start with the human.
The Vision & Challenge
Our vision was to envision a world where financial life is autonomously managed, empowering everyone to focus on what truly matters: living fully and experiencing peace of mind.
Envisioning a world with financial security, comes with a lot of policies and regulations amendments. It means, changing the way we finance currently. Trusting AI with our money and sharing that level of autonomy.
To proceed, we took a blue-sky approach, where there are no restrictions, no technical challenges, no government regulations, just pure user experience. The experience that builds trust, secures your future, and brings the peace of mind.
OUR PITCH DECK
We curated a powerful pitch to present our thought process and selected a few scenarios to showcase the journey of how financial autonomy can be build and you can truly experience the financial peace of mind.
Meet Brian: 28, a data analyst, living paycheck to paycheck under high rent and student loans. He’s not careless or clueless—he’s just drowning.
Every month is the same loop: juggling bills, obsessively checking his balance, praying nothing breaks before payday. And when it does, he faces it alone—his “survival brain” running the show.
Most financial tools fail him here. They offer budgets and reminders—more information—when what he needs is someone to think with him.
So instead of another app telling him he’s broke, imagine a partner that helps him navigate the chaos.
Enter Aura.
Aura starts with a conversation, not spreadsheets. She learns Brian—his goals, fears, and priorities—then meets him across his phone, laptop, and home assistant: present, proactive, and centered on him, not products.
Here’s what that looks like.
A couple of years later, Brian’s life is different, the 2 a.m. anxiety is gone. The constant bill triage is over. With Aura managing the money in the background, Brian’s actually present—for soccer games, dinners, bedtime.
Most financial advisors ask: "What are your goals?"
Aura asks a different question: "What excites you?"
And then she builds your financial strategy around that.
Because here's the truth: money isn't just a number.
It's a tool to live the life you actually want.
And when your financial partner understands that? When she remembers your interests, anticipates your needs, and aligns your capital with your values?
That's when money becomes freedom.