Endowus Echo
Powering financial goal discovery with AI
Echo is Endowus's AI-powered framework helping Singaporeans discover and achieve financial goals.
I led product strategy and concepting, and supported research efforts to ensure our AI approach served real client needs while navigating Singapore's strict regulatory requirements.
Role
Lead product designer & AI strategy lead
Company
Endowus
Timeline
2025 – 3 months
Team
Product Manager, Product Designer, cross-functional business partners
Tags
Product Strategy, Concept Development, Interaction Design, Brand Positioning
The challenge
How do we build AI that feels genuinely helpful in the high-stakes context of wealth planning?
Wealth planning requires trust, emotional resonance, and personalized guidance. Our challenge: design an AI experience providing institutional-grade advisory while maintaining "human amplified by machine" philosophy and navigating Singapore's MAS regulatory framework.
Opportunity
How can the government value-add to the financial planning process in a helpful and non-intrusive way?
Onboarding · Sort your finances
Set saving targets · Create your game plan
Recognition
Completed sessions
40.3 %
of users completed the entire multi-module flow to kickstart their success towards a better financial future
Quotes
Team
Tang Li Ren, Developer
Joel Kek, Developer
Sebastian Quek, Developer
Sng Hanjie, Developer
Koh Boon Sze, Delivery Lead
Chia Guo Xiang, UX Researcher
Yeo Xin Min, UX Writer