Fincheck App

Yodlee - 2017–2019

Role: Design Director

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Yodlee needed a product that would increase account connections by showing users a clear picture of their financial health. I led design for a new app called Fincheck, focused on behavioral engagement and clear, actionable metrics.

I directed a cross-functional team across product, data science, and engineering. My work included persona development, system architecture, content strategy, and final UI. We partnered with the Financial Health Network to ground our scoring logic in research.

Our MVP launched at Finovate Fall 2017 and won Best of Show. That version laid the foundation for continued iteration, guided by user testing, data analysis, and direct customer feedback. We ultimately delivered a product that impacted both user behavior and client acquisition.