Finany

Objective

Our goal is to improve the effectiveness and convenience of online transactions. With this app, we hope to simplify and reduce the cost of money services such as salaries, bill payments, and money transfers. Also, we desired to develop a risk-free and secure method for online payments and currency exchange.

Problems

The targeted audience couldn’t find a convenient way to pay for everything and also invest from one platform, without changing various apps.

Managing money is overwhelming as users are not able to keep track of their overall expenses.

Targeted Users couldn’t find a proper funnel to pay or invest from multiple cards they own, from a single app and keep track of all the transactions that took place from multiple cards without any hassle.

Challenges

For better control of money, we made features that will help users to record transactions. Also, the visualized category will help them to identify clearly different segments of expenditure.

To make investment easy and accessible we have collaborated our app with the stock market so that they can directly explore from this app and invest.

Users can add multiple cards in this app and track money easily. They can invest, pay, or spend easily without shuffling through different apps thus hassle-free money management.

Our Solutions

For better control of money, we made features that will help users to record transactions. Also, the visualized category will help them to identify clearly different segments of expenditure.

To make investment easy and accessible we have collaborated our app with the stock market so that they can directly explore from this app and invest.

Users can add multiple cards in this app and track money easily. They can invest, pay, or spend easily without shuffling through different apps thus hassle-free money management.

Process

We worked with this team early in the discovery phase to define project goals and objectives that would serve as benchmarks for success, including both short- and long-term objectives. Then we moved on to more strategic research, such as persona creation, customer journey mapping, iterating, and testing.

Sketching

We drew sketches to transform our ideas into concepts, demonstrating functionality, visualizing user flow, and displaying everything that requires human interaction.

Wireframe

After completing the sketch, we created a wireframe to evaluate the usability of the website or application design. Wireframes assisted us in ensuring that the UX and UI web design is excellent, allowing us to guarantee a positive customer experience.

Style Guide

Following the creation of our high-fidelity wire frames, we developed a design system with rules for each design aspect, including visual identity elements, graphs, pie chart symbols, and interface components, so that users can readily comprehend their reports.

Visual Output

After all of this hard work, the result is 60+ screens. We had to ensure that every screen, from profile accounts to report interface components, is simple to access and understand, and, most importantly, secure enough for users to trust and operate.

Conclusion

Developing and designing a financial application is not a simple task. First, you must walk a fine line between overwhelming and boring your users on top making users feel safe is the top priority. This alone is a difficult endeavor. But the overall journey was very educational and fun.