Quse App
Bringing a new way of budgeting to consumers and their advisors.
An interactive overview of the mobile and web flows in the Quse app.
Designed an end-to-end budgeting experience that simplifies financial planning for everyday users while supporting advisor-led workflows.
Impact
Established a scalable product foundation currently in development, with active conversations for B2B adoption
Role
Led end-to-end product and UX design, shaping the experience, system, and brand cohesion
A view of the upcoming, saved, and everyday queues.
Problem
Traditional budgeting tools are complex, inconsistent, and require prior financial knowledge. Users struggle to maintain them, while advisors lack efficient tools to support clients at scale.
Insight
Budgeting fails when it requires too much manual effort or financial literacy.
Users need a system that feels simple and guided, while advisors need a structure that reduces hands-on management.
Solution
Designed a simplified, system-driven budgeting experience that reduces complexity and supports both self-serve and advisor-led use.
Enabled:
– A guided budgeting framework that requires no prior knowledge
– Automation of financial planning to reduce manual input
– A structure that supports both individual users and advisor workflows
Unified the experience with consistent interaction patterns, clear information hierarchy, and cohesive branding.
Introduced a design system to accelerate development and ensure consistency as the product scales.
Goal
Create a new model for budgeting that could serve both direct users and financial institutions, supporting potential B2B and B2C adoption.
Results
Product in active development
Engaged in ongoing conversations with banks and advisory firms for potential adoption
An interactive overview of the web flow in the Quse app.
Deep Dive ↴
Approach
Took a holistic, end-to-end view of the product to bring clarity and cohesion across the experience.
Focused on making the underlying financial framework intuitive and easy to understand through UX and interaction design.
Design Decisions
Simplified complex financial concepts into guided flows to reduce cognitive load.
Prioritized automation to minimize ongoing effort required from users.
Designed for dual audiences—ensuring the experience worked for both individual users and advisors managing clients.
Constraints
An initial framework, database structure, and partial experience had already been defined.
Early branding and flows were inconsistent, requiring refinement and unification across the product.
Design decisions needed to work within existing technical and structural foundations.
System Design
Developed a design system to support consistency and speed across the product.
Established reusable components, patterns, and visual standards to align design and engineering.
Outcome
Created a cohesive, scalable product experience from an initially fragmented foundation.
Clarified and strengthened the product’s value proposition through design.
Positioned the product for both user adoption and potential B2B partnerships.
The sequence of confirming transactions.