Overview
Managing personal finances isn’t a spreadsheet exercise—it’s about clarity, trust, and real-time insight. We teamed up with a leading fintech provider to reimagine their financial management app, transforming it into a platform users rely on daily to plan, track, and grow their money.
Our mission was to simplify complexity—bringing together budgeting, investment tracking, financial planning, and alerts into one coherent, intuitive experience. Every feature was purpose-built to feel personal, immediate, and empowering
Key Services
- UX & UI Redesign for Mobile & Web
- Budgeting & Expense Analytics
- Secure Bank & Investment Integrations
- Real-Time Notifications & Alerts
- Custom Dashboard & Visual Reporting
- Onboarding & Behavioral Nudge Design
1.Finance Flow Redefined
From
Account Linking
to Insight
in Minutes
We redesigned the onboarding and account connection process to be near-frictionless. In under two minutes, users can link multiple bank and brokerage accounts, see real-time balances, and set their financial overview—guided by clear feedback and progress milestones.
Requirement 1
Expense Categorization
- Automatic tag suggestions
- Custom category creation
- Real-time spend vs budget alerts
- Weekly rollover balance tracking
- One-tap manual adjustment
Requirement 2
Investment Overview
- Consolidated portfolio snapshot
- Asset allocation visuals
- Gain/loss summaries by asset class
- BAlerts for market movements Suggested rebalancing nudges
Requirement 3
Savings Goals
- Goal setup wizard
- Milestone progress indicators
- Predictive timeline projections
- Auto-transfer reminders
- Shareable progress summary
2. Visual Systems
Data Presentation That Resonates
Numbers matter—so design needs to underline meaning. We built a visual system that balances clarity with calm: gentle color coding, intuitive iconography, and dynamic data points that draw attention to what matters most.
Visualization design followed real behavior patterns, not dashboard templates. Our charts, timelines, and summaries were driven by user test results—ensuring insight without overwhelm.
3. dashboard Hub
Your Financial Command Center
Users needed one central place that was at once panoramic and actionable. We created a hub where budgets, investments, bills, and goals live together—each module updateable in place, with contextual tips and alerts subtly embedded.
Deep linking and contextual actions meant users could drill down from summary cards into full views without ever leaving the hub, bringing speed and efficiency to daily checks.
4. Admin & Support Platform
Tools That Keep the Platform Running Smoothly
For internal teams, we built a companion portal with real-time sync monitoring, support ticket dashboards, and user behavior analytics. Help agents could see session logs, recent transactions, and alert histories—within a unified UI—so they resolve questions faster without asking users to repeat themselves.
Data flags for suspicious activity or failed syncs fed into automated resolution workflows, reducing both risk and support load.
5. Live Validation
Launching with Confidence, Refining in Flight
Our rollout spanned multiple markets with varying banking infrastructures. Each market launch was accompanied by real-time tracking on sync success, onboarding drop-off, and feature usage. We held live sprints during pilot weeks to fix issues like link errors, delayed balances, and unclear wording.
Every real-world hurdle was treated as an optimization opportunity—not a patch. The platform improved steadily post-launch, mirroring user needs rather than internal roadmaps.
The Results
Post-launch, first-attempt account linking rose by 55%, while support queries tied to categorization dropped by 30%. Monthly active users climbed 45% within eight weeks, and app ratings averaged 4.7 across all updated markets—clear signs of improved usability and trust.
James Smith
Co-Founder, Abc TechHave A Project in Mind?