Case studyFinancial Finesse2024Lead Product Designer

From content library to guided plan.

The Hub was a library that made members do the work. In 2024 I led its redesign from research through launch: a short assessment, a personal action plan as the home screen, recommended content, and a coach within reach.

+200%
Engagement after launch, per internal reporting
4
Flows shipped in the 2024 release
2
Platforms, web and mobile, one system
2024
Led from research through launch
The Hub home after the assessment: a Welcome back greeting, three top priorities with status pills, a Curated for you row, a Connect with a Coach panel, and the Aimee AI coach open on the right
The home screen is the planThree priorities with a status each instead of a feed, and coach hours stated plainly. The Aimee panel on the right is 2025–26 work built on this structure.
01 · At a glance

Members landed on a library and had to decide what to read

The redesign gave them a starting point: answer a few questions, get a plan, see the next action, and reach a coach from any page.

The problem

A static library with no starting point, no personalization, and no next step. Reading an article isn't the outcome; doing something about your money is.

The bet

Build the product around the member's plan, not around the content.

My role

Lead Product Designer: strategy, design direction, the cross-surface design system, and the flows, from research through launch.

Team

Product, engineering, and enterprise account stakeholders

Screens

From the current Hub (2026). The assessment, plan-first home, and curated content are the structure the 2024 redesign set.

02 · First screen

Personal from the first question

A short assessment replaces the generic welcome. By the time a member reaches home, it's already about them.

The Hub's onboarding assessment: What matters most to you, with goal tiles such as Build savings, Buy a home, Pay off debt, and Retiring
What matters most to you?A few goals and a situation, so the product knows what to put first.
03 · Content

Organized by the problems people bring

Rows like "Don't make these financial mistakes" mix articles, calculators, and videos, so the right next thing can be any of them.

Explore Content: rows of recommended articles, calculators, and videos grouped by theme, with filters by content type and life area on the left
Explore ContentThemed by the member's situation, with filters by type and life area.
04 · Later, 2025 – 26

The AI coach ends every answer with an action

Built on the 2024 plan structure, not part of it. Aimee answers inside the Hub, then offers a step the member can add to their plan.

The Aimee widget answering What is my 401k match, ending with a Related Actions card, Get your company match, with Ask for help and Get Started buttons
Guidance that ends in a stepAimee's own design is its own case study.
05 · How I led it

A rethink of what the product was for

A business driver

Not a visual refresh. The redesign had to change what members do next.

Behavior first

The information architecture follows the member's plan instead of the content catalog.

One system, two platforms

A cross-surface design system kept web and mobile consistent and fast to ship. The later Aimee and Studio work built on it.

Research to launch

Design led from research through launch with product and engineering, close to enterprise clients the whole way.

06 · Impact

What the business reported

+200%

Platform engagement after launch, per internal reporting

4

Flows shipped: assessment, action plan, recommended content, coach access

1

Design system across web and mobile

The event counted, the baseline, and the window behind the engagement figure aren't published here, and engagement isn't the same as a change in members' financial behavior. The research that shaped the redesign isn't published either, so I don't quote findings from it.

The Hub went from a library members had to search to a plan that tells them what to do next. The AI work that followed was built on that structure.