Gut health app designed for people living with IBD, helping them track symptoms, identify patterns, and better understand their condition. The idea is rooted in my own lived experience with IBD and the gaps I’ve faced in managing it day to day.
CASE STUDY
Releaf
Timeline
Overview
4 weeks
Solo-Project
Product Designer
Team
Role & Responsibilities
"How might we help users understand their financial habits while motivating them to achieve short- and long-term goals in a way that feels approachable, not overwhelming?"
While existing budgeting tools focus heavily on tracking and categorization, many fail to address the psychological barriers that prevent users from staying engaged—such as lack of motivation, unclear goals, and financial anxiety.
SaveUP builds on traditional budgeting tools by introducing a goal-first, psychology-driven approach to financial planning. Rather than starting with numbers alone, the product encourages users to define what they’re saving for, then supports them with personalized insights and AI-driven recommendations.
Problem
Solution
Understanding RBC's NOMI App
Create a financial planning tool that goes beyond tracking by motivating users with personalized insights, clear goals, and ongoing support.
In this case it was very important to see Carl's perspective and how his goals can be accomplished with the use of SaveUP. Not only this, but SaveUP will show how in many different scenarios and goal planning it'll be your companion throughout your journey.
And we want the best for Carl :)
Discover the Story of SaveUP —> UP
SaveUP for your next adventure
Understanding the User
Nomi is RBC’s AI assistant that helps clients save and track spending through automated insights and features like Nomi Find & Save. While it simplifies passive saving, its experience is largely system-driven rather than goal-first, leaving room for more personalized, motivational financial planning.
How Might We's….
How might we move beyond passive savings automation to actively guide users with personalized, goal-driven recommendations?
How might we help users better understand why they spend the way they do by combining behavioral insights with real-time financial data?
How might we keep users motivated over time by making saving feel rewarding, emotional, and connected to meaningful life goals—not just numbers?
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The Story
The Goal/Objective
Scenario-focused
Smart Alerts
Context-Aware
We wanted to think outside the box for our pitch and ground our idea in something emotionally familiar. We landed on UP — a story many people recognize and connect with.
We framed SaveUP through Carl’s perspective: someone with clear dreams, limited resources, and uncertainty about where to start. Just as Carl saves spare change toward a meaningful goal, SaveUP focuses on helping users move from vague intentions to purposeful and mindful saving :)
