BREAD BOX – FINTECH CONCEPT

Role: Product Designer Timeline: 2 weeks Toolkit: Figma Areas: Strategy, Design

Breadbox is a conceptual project developed as part of an interview prompt for Intuit's Experience Design team. The challenge was to design a financial app for 18–27-year-olds entering the workforce and beginning to navigate personal finance.

I created a modular visual system designed to make financial topics feel approachable, clear, and engaging for younger users—balancing playful design with the trust and clarity needed for a financial product.

PROBLEM STATEMENT

As someone who is just entering the workforce I need help navigating my finances for now and the future.

OBJECTIVE

Using AI the app will provide personalized financial advice based on user behavior, their financial status, and financial goals.

Provide users who are new to finance an easy overview of their current financial situation.

Research

QUANTITATIVE RESEARCH

I conducted an online survey with 19 users who fall in the target demographic.

74%

68%

53%

83%

78%

88%

are concerned about Budgeting and saving

consider “personalized budgeting tools” to be the most valuable feature

listed "“save for a downpayment on a house” as their long-term financial goal

have never used any financial planning apps

believe that it is “important” or “very important” the app can provide personalized financial advice and guidane

consider their financial literacy to be “Average”

53%

71%

would be comfortable sharing their financial information with an AI powered app

manage and check their finances weekly

User needs

Based on the research the user needs personalized budgeting recommendations and education on various financial strategies to improve their financial literacy, enabling them to better understand their finances and achieve their financial goals.

Features and functionalities

  • Give users a quick overview of overall finances

  • Provide users with personalized budgeting recommendations

  • Educate users on financial strategies and methods

User flow

Sketches

INCORPORATING A.I.

By looking into the user’s financials we will be able to provide a variety of recommendations to help the user grow their money and achieve their short-term and long-term goals.

Here are a few examples:

Additionally during the onboarding process, there will be a survey that collects data where the A.I. will interpret it and customize the user’s homepage based on that information, and immediately provide financial recommendations.

THE MAIN SCREENS

ONBOARDING

We would also reward the user for the onboarding experience by giving them a free weekly trial for linking at least 1 account.

DESKTOP WEB-APP

Conclusion

This project challenged me to balance brand expression with usability, helping me think critically about how visual systems can create trust and clarity for first-time financial app users.

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