CIBC Insights is a smart, AI-powered feature within the CIBC Mobile Banking® app that acts as a personalized financial coach—helping you track spending, boost savings, and avoid unexpected charges
Quick Summary
A mobile application of an innovative budgeting insights experience tailored to the unique needs of newcomers to Canada. The project focused on improving financial confidence through intuitive visualizations, personalized insights, and culturally aware design.
Sagith Kalaichelvam - UX Designer
Erica Colaco - UX Designer
Hong Quynh Huong Pham - UX Designer
Julie Gordon - Project Manager
Ismaa Al Aloul - Analyst
Shannon Cary - Analyst
Nicole Guenther - Documenter
Jason Luong
Sim Purba
April 2025
Primary & Secondary Research
Ideation
Usability Testing
Market & Competitor Analysis
User Research
Presentation
Live Demo
Banking
AI Chatbot
Finance
Mobile Application
Agile Methodology
Communication
Product Management
Finance Banking Research
User Research
Presentation
App
Content of the Project
FigJam Research
Figma Prototype
Designing for newcomers requires deep empathy, cultural awareness, and simplicity.
This project reinforced the importance of user-centered design backed by research, especially when addressing sensitive topics like personal finance.
Collaboration with real industry stakeholders also taught me how to align innovation with practical business needs.
Working on this project with CIBC was a rewarding experience that challenged me to think critically about inclusive design and real-world impact. It deepened my understanding of how digital tools can make a meaningful difference in people’s lives—especially for those navigating unfamiliar financial systems. I’m proud of what we created and excited to carry these insights forward in my career.