Intelligence You Can Act On.
At MX Technologies, I led the design of Pulse, a platform that helps financial institutions give customers real-time insight into cash flow, budgeting, savings, and financial risk.
Users needed a way to monitor their finances, understand their financial habits, and make better money-management decisions. For financial institutions, the opportunity was to turn complex financial data into experiences that felt useful, approachable, and actionable.
Pulse
Pulse is a personal finance companion that helps users understand their money, build budgets, save for unexpected expenses, and develop healthier financial habits. I designed mobile-first experiences that translated financial data into clear, timely guidance.
The product needed to feel less like a static account view and more like an intelligent companion for everyday financial decisions. My work focused on hierarchy, interaction patterns, mobile usability, and a tone that helped users feel informed rather than judged.
FinStories
FinStories emerged from an analysis of user pain points uncovered through interviews, usability tests, and A/B testing. The experience used real-life financial success stories to help people see practical ways Pulse could support better financial outcomes.
The design approach made financial guidance more relatable. Instead of only showing numbers and charts, FinStories created a narrative layer that helped users connect product insights to real financial behavior.
Mobile insight cards
Pulse relied on short, timely cards to surface financial insights, educational nudges, and story-based moments. I designed card concepts that were easy to scan, simple to understand, and flexible enough to support multiple types of financial guidance.
These cards balanced trust, clarity, and visual polish. Each one needed to give users enough context to act without overwhelming them with detail.
Pulse Learn
Pulse Learn expanded the product into financial education through articles, videos, and resources from recognized industry experts. It gave users a path to learn more deeply while staying connected to the product experience.
By pairing financial education with product insights, Pulse helped institutions support users beyond account access and transaction history.
Solution
I designed and helped develop an online app experience that enabled users to track income and expenses, create budgets, and explore strategies for managing their finances more effectively.
Impact
The work helped financial institutions nationwide provide customers with practical tools and resources for improving financial well-being. Pulse made personal finance feel easier to understand and gave users clearer ways to act on their money.