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Ozzie – AI-Powered Personal Finance Management

UIDB designed and developed Ozzie – an AI-powered personal finance coach that helps users identify their money personality and achieve savings or debt payoff goals.

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Project Overview

Ozzie is a psychology-based, AI-powered financial wellness app that helps individuals build self-awareness around money habits and achieve their goals.
The conversational “moneybot™” guides users through assessments, personalized plans, and real-time insights. Employers benefit from a dedicated HR dashboard to monitor engagement and wellness.

Goal

Empower people to take control of their financial journey through self-awareness, personalized plans, and ongoing coaching.

Problem

– **Users:** People lack confidence in financial decisions and fall into unproductive patterns. – **Employers:** Financial stress reduces employee focus, engagement, and productivity.

Solution

Ozzie identifies users’ **Money Personality Type** (Stockpiler, Hotshot, Nurturer, Independent) and creates tailored financial plans with real-time coaching. For employers, Ozzie provides an HR dashboard to track adoption, engagement, and progress, improving workplace well-being and retention.

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Technologies

  • apple
  • web
  • android
  • react

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