Annise is a family‑centric finance tool designed to help households track spending, set joint savings goals, and plan big events like education or vacations. The aim: simplify shared budgeting while reducing friction and anxiety around money conversations.
Primary pain points:
Design Objective:
Create an accessible, emotionally intelligent financial interface that works for tech-savvy and non-technical users alike—promoting transparency, empathy, and goal achievement.
While still conceptual, user feedback was overwhelmingly positive:
Clarity and design were rated 4.8/5 in trust, ease, and usability
Emotional tone resonated strongly—even with finance-averse users
Next steps:
Launch guided onboarding for multi-member household setup
Integrate open banking for real-time syncing
Add community-style goal challenges (e.g. save together with friends/family)
Tested with 6 participants (moderated sessions):
Iterative changes:
Added natural language confirmation (“Saved with Sarah’s groceries”)
Included “what’s this?” popovers for financial terms
Adjusted goal visuals to show weekly milestones
I work with English and Spanish-speaking teams to create digital experiences. Want to work together?
México / Madrid
Thanks for reviewing my profile! I know how tough it is to find the right fit, and I appreciate your time. Looking forward to connecting! (:
