Peak (Financial Education App Designed for First-Gen Success)

Overview

PEAK is a financial education platform for first-generation students, using AI to create personalized, challenge-based learning experiences. Framed through the metaphor of mountain climbing, it turns abstract financial concepts into engaging, goal-oriented journeys. PEAK adapts to individual needs, rewards progress with scholarships, and fosters financial indepen- dence and empowerment.

Categories

Illustration

Ui & Ux

Brand

Advertising Campaign

Objectives

1. AI-Powered Personalized Financial Guidance
Use AI to deliver tailored budgeting advice, debt solutions, and long-term financial planning based on each user’s unique situation.

2. Reward-Based Financial Education
Motivate users—especially first-generation learners—through a gamified system that rewards progress in learning financial concepts and applying them in real life.

3. Inclusive, Real-World Learning Paths
Design diverse educational modules that reflect real financial challenges and opportunities, ensuring accessibility and relevance for users from all backgrounds.

Demographic

There is a significant gap in the market for financial tools that support Hispanic Gen Z college students from under-resourced communities. Due to systemic inequities in education, many enter adulthood without foundational financial literacy or family guidance on topics like student loans, credit, or budgeting. This unmet need presents a major opportunity to create accessible, culturally relevant financial education tailored to their experiences.

Demographic

There is a significant gap in the market for financial tools that support Hispanic Gen Z college students from under-resourced communities. Due to systemic inequities in education, many enter adulthood without foundational financial literacy or family guidance on topics like student loans, credit, or budgeting. This unmet need presents a major opportunity to create accessible, culturally relevant financial education tailored to their experiences.

Demographic

There is a significant gap in the market for financial tools that support Hispanic Gen Z college students from under-resourced communities. Due to systemic inequities in education, many enter adulthood without foundational financial literacy or family guidance on topics like student loans, credit, or budgeting. This unmet need presents a major opportunity to create accessible, culturally relevant financial education tailored to their experiences.

User Journey

Users start by taking a quick financial quiz, which personalizes their dashboard with lessons on budgeting, loans, and credit. As they complete bite-sized modules, they earn points toward scholarships and rewards. An AI coach offers real-time guidance, helping them build confidence and fill financial literacy gaps often faced by first-generation students.

User Journey

Users start by taking a quick financial quiz, which personalizes their dashboard with lessons on budgeting, loans, and credit. As they complete bite-sized modules, they earn points toward scholarships and rewards. An AI coach offers real-time guidance, helping them build confidence and fill financial literacy gaps often faced by first-generation students.

User Journey

Users start by taking a quick financial quiz, which personalizes their dashboard with lessons on budgeting, loans, and credit. As they complete bite-sized modules, they earn points toward scholarships and rewards. An AI coach offers real-time guidance, helping them build confidence and fill financial literacy gaps often faced by first-generation students.

Explainer Video

Framed through the metaphor of mountain climbing, the app guides users on a financial journey where having the right tools is essential to reach the summit. PEAK transforms abstract financial concepts into engaging, goal-oriented challenges. It adapts to each user’s needs, rewards progress with scholarships, and empowers users to achieve financial independence.

Explainer Video

Framed through the metaphor of mountain climbing, the app guides users on a financial journey where having the right tools is essential to reach the summit. PEAK transforms abstract financial concepts into engaging, goal-oriented challenges. It adapts to each user’s needs, rewards progress with scholarships, and empowers users to achieve financial independence.

Explainer Video

Framed through the metaphor of mountain climbing, the app guides users on a financial journey where having the right tools is essential to reach the summit. PEAK transforms abstract financial concepts into engaging, goal-oriented challenges. It adapts to each user’s needs, rewards progress with scholarships, and empowers users to achieve financial independence.

Animatic

I began by sketching the storyboards by hand to map out the visual narrative. From these sketches, I created more refined illustrations that captured the mood and pacing of each scene. These illustrations were then developed into style frames, which reflect the final look and feel of the animation, translating my initial drawings into a cohesive visual style.

Animatic

I began by sketching the storyboards by hand to map out the visual narrative. From these sketches, I created more refined illustrations that captured the mood and pacing of each scene. These illustrations were then developed into style frames, which reflect the final look and feel of the animation, translating my initial drawings into a cohesive visual style.

Animatic

I began by sketching the storyboards by hand to map out the visual narrative. From these sketches, I created more refined illustrations that captured the mood and pacing of each scene. These illustrations were then developed into style frames, which reflect the final look and feel of the animation, translating my initial drawings into a cohesive visual style.