Past work · Neobank
GloriFi
Creating a values-driven banking platform for a new kind of customer.
Personal note
GloriFi launched as a mission-led fintech startup aiming to offer an alternative to traditional institutions—a holistic financial ecosystem aligned with customer priorities: financial independence, personal responsibility, and transparent relationships with money.
My role was to design end-to-end banking and brokerage from the ground up: mobile-first IA, complete UX flows, and close partnership with engineering.
Banking flow
Understanding default banking states across checking, transfers, and accounts.
01
Understanding current needs
Why this platform was being built
As a 0→1 startup, GloriFi had to translate a highly mission-driven identity into a trustworthy, mainstream-ready product.
- Users felt underserved by incumbent institutions
- Traditional banks felt bloated or misaligned with personal values
- Demand for transparency, intuition, and alignment with financial responsibility
- New-to-finance audiences needed predictable workflows—not jargon
- Competitors split banking, insurance, and investing into disconnected experiences
Trading experiences
Buy, sell, and chart variants—candlestick, area, and order flows side by side.
Candlestick Chart
Shows open, high, low, and close values to help users read price movement and volatility.
Area Chart
Shows price trends over time with a filled visual path for quick performance scanning.
Sell
Lets users review and confirm a sell order before submitting.
02
Identifying friction
Where traditional banking falls short
Competitive research highlighted gaps we addressed with unified IA and patterns across checking, savings, credit, insurance, and investing.
- Disconnected experiences between products
- Overcomplicated account flows
- Confusing payment and funding pathways
- High onboarding friction for multi-product users
- Mobile that didn’t scale from desktop
Product surfaces
Composition of cards and modules as they appeared across the product shell.
03
Designing a unified experience
One cohesive money experience
What I delivered:
- Mobile-first banking flows — Transfers, deposits, bill pay, linking
- Brokerage & investing UX — Fractional shares, ETFs, order types approachable to newcomers
- Unified navigation & IA — One framework across products
- Streamlined onboarding — KYC, funding, insurance eligibility, brokerage compliance
- Modular product cards — Credit, savings, insurance modules
- Responsive design system — Desktop and mobile consistency
Result: A cohesive 0→1 platform that made complex tools feel simple and aligned with personal goals.
04
Results & impact
Complete 0→1 fintech platform
While GloriFi ultimately shut down due to financial and operational challenges unrelated to product/UX, the design work delivered substantial progress:
- Full-system design across banking, credit, insurance, and brokerage
- Hundreds of validated mobile and desktop flows
- Complete brokerage onboarding and trading experience
- Modernized banking UI reducing cognitive load
- Unified IA across all financial products