Fintech
B2B
Mobile
Desktop
Shipped June 2025
Role
UX Design Intern
Timeline
June 2025 - Sept 2025
Team
1 Product Manager, 1 Senior Designer, 1 UX Design Intern (That's me!)
Tools
Figma, Slack
About Spring Money
Spring Money is a fintech platform focused on making wealth management accessible through personalized financial planning, investment guidance, and goal-based investing.
Clients I worked with:
Shipped Experiences
Due to NDA restrictions, I’m unable to showcase all the work I contributed to. The selected screens below represent a range of product experiences and workflows across different user journeys.
Key Contributions
Built and maintained reusable design system components for consistency and scalability.
Designed advisor and customer dashboards for desktop and mobile.
Created end-to-end onboarding and account setup experiences.
Designed KYC and portfolio creation journeys.
Crafted investment, goal creation, and transaction flows.
Worked on loan application experiences across multiple fintech clients.
Designed responsive interfaces for both mobile and desktop platforms.
/01
Client: Money Launcer
MoneyLauncher is one of Spring Money's wealth management clients, offering users a platform to manage investments and achieve their financial goals.
Designed a responsive admin dashboard that consolidated operational data, user management, and key platform insights into a single, intuitive interface, enabling administrators to manage day-to-day operations more efficiently. I have mentioned the flows I created below.
AMC List Screen
Clients
Add Client
NSE
Individual FLow
Non-Individual Flow
/02
Client: NS Wealth
NS Wealth Flow is a wealth management platform focused on helping financial advisors and their clients manage investments, portfolios, and financial planning more efficiently.
Designed the end-to-end client onboarding experience for the mobile application, covering personal details, basic information, financial accounts, member management, goal setting, cash flow, assets, insurance, liabilities, and Account Aggregator integration. The experience was designed to simplify complex financial data collection into a structured, intuitive journey for users while enabling advisors to build comprehensive financial plans.
Data Collection
Account Aggregator
/03
Client: Personifi
Personifi is a digital wealth management platform that helps individuals organize their finances, track investments, and work towards long-term financial goals through personalized planning and advisory services.
Designed the admin dashboard experience for Personifi, with a focus on the Accounts and Goals sections. The interface was crafted to present complex financial data in a clear, actionable format, enabling advisors to efficiently manage client accounts and track progress toward financial goals.
Accounts
Goals
Key Learnings from this Internship
Built domain knowledge in fintech by understanding financial planning, investment workflows, KYC, portfolio management, and wealth management concepts.
Designed scalable, data-heavy interfaces while maintaining visual hierarchy, consistency, and usability across dashboards and complex workflows.
Strengthened my Figma skills through extensive use of Auto Layout, components, variables, styles, and reusable design systems.
Learned to work with real clients, from understanding requirements and asking the right questions to managing constraints, defining deliverables, and incorporating feedback.
Improved cross-functional collaboration by communicating effectively with clients and internal teams throughout the design process.
