UX & Product Designer

Singapore

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UX/UI Design

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Web App

/

AI Personalisation & Financial Decision Support

PersonaFi

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2

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/ About the project

Most financial dashboards show users what happened, but rarely help them decide what to do next. Every user sees the same interface regardless of their financial goals, experience, or life stage.


PersonaFi explores an adaptive approach where the dashboard interprets signals from a user's portfolio and financial goals to surface relevant insights, projections, and planning tools — reimagining dashboards as decision-support systems rather than passive reporting interfaces.


Sprint: 1 day design exploration
Tools: Figma, v0

/ Credits

Designers:

Daryl Pong

/ Year

2026

Initial prototype scaffolded using v0, establishing layout structure before refinement for hierarchy, spacing, and interaction clarity.

Initial prototype scaffolded using v0, establishing layout structure before refinement for hierarchy, spacing, and interaction clarity.

Personas are translated into prompts that shape the dashboard's insights, recommendations, and financial tools.

Personas are translated into prompts that shape the dashboard's insights, recommendations, and financial tools.

For an instance, users in their mid-career stage, the dashboard prioritises portfolio growth, risk awareness, and long-term planning.

For an instance, users in their mid-career stage, the dashboard prioritises portfolio growth, risk awareness, and long-term planning.

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