Reimagining financial planning through gamification
Client
SBI General Insurance
Year
2022
Transforming a traditional financial planning experience into a more engaging, intuitive, and habit-driven product through behavioral design and thoughtful UX.
Scope of Work
Project overview
Rethinking how people emotionally interact with money.
This project focused on reimagining a traditional financial planning experience into something more engaging, approachable, and habit-driven. The existing experience felt overwhelming, transactional, and difficult for users to stay connected with over time.
The goal was not just to redesign the interface, but to rethink how users emotionally interact with financial planning. By introducing lightweight gamification, progress visibility, and clearer guidance, the experience shifted from passive tracking to active participation.
The redesign explored how financial products can encourage consistency, build confidence, and make long-term planning feel more achievable for everyday users
Reflection
Designing for return, not just for use.
"Financial products are deeply tied to behavior, confidence, and habit. The challenge wasn't a better interface. It was designing an experience users would genuinely want to come back to."
This project highlighted how financial products are connected to user behavior, confidence, and long-term habits. The challenge was not simply creating a better interface, but designing an experience users would genuinely want to return to consistently.
Designing for motivation required balancing clarity, trust, and engagement without overwhelming users a balance that shaped every screen, every interaction, and every moment of feedback in the final product.
