Qapital | Goals-Based Saving & AI-Driven Advice
Positioned growing financial platform to launch six new products, including an AI-powered financial advisor.
What I did
Led content design across six product tracks in a fast-moving startup environment.
Partnered with data science to help define the experience and value prop for Qapital’s AI-driven financial advisor—translating machine learning models into user-friendly language and flows.
Co-created investor materials and helped shape the early product roadmap.
impact
Turned complex ideas into testable prototypes and investor-ready stories. Helped raise the standard for content design at an inflection point in Qapital’s product strategy.
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Examples
AI Advisor Value messaging
Partnered across product, marketing, and data science to shape a compelling, understandable experience for users and investors alike.
Cashback Hacks extension
Crisp, benefits-first messaging turned a browser tool into a financial win—showing users how everyday spending could drive faster savings.
Student loan payoff tool
Clear instructions and actionable copy demystified loan payments—helping users automate their debt payoff with confidence.
Credit toolkit intro
Plainspoken onboarding content—from email to carousel—framed credit-building as achievable and valuable. Clear steps, supportive tone, and simple visuals helped users engage with confidence.
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