Fintech | UX Design | UI Design | Financial Management

Context

Over the years, before the advancement of technology into the financial space, people saved/kept their money at home or exchanged it for its value’s worth. While it was good for them to know that their money was within their reach, there are still problems with money theft and other limitations that come with physical currency.

However, technology- FinTech has helped us save our money in banks, spend wisely/unwisely and live happily knowing that we are secure.

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Let us consider that some people have started having multiple accounts and must navigate through all their account transaction histories to stay current on their financial state.

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It is true that new innovative solutions also leave us with another problem — owning multiple bank accounts and navigating through them all daily. Could there be a potential solution to this new problem? Let us find out together below.

About FinTrack

FinTrack is a Fintech product, a solution built from understanding the pain of multiple bank account holders, managing their accounts, and carrying out their transactions seamlessly so their finances are secured.

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It is not just a product to pay bills but a usable tool for users to easily keep tabs and manage their finances. There is also a thought to save users from unforeseen financial contingencies by helping them through financial advice and emergency savings to save and be saved ahead of the future.

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Key Problems to Address

  1. Multiple accounts management.
  2. Unforeseen financial contingencies.
  3. Indisciplined financial spending.

The Project Team

In this case study, I will talk about my process of designing this app and my learning from it. However, I did collaborate with two (2) other designers on this project.

  1. UX Designer: She conducted the project's early UX and Market research. I took it from there and analysed all the insights into the solution we now have today.
  2. UI Designer: I designed alongside another designer onboarded close to the end of the project, validating and testing our designs with our research insights and proposed solutions.

Design Process Employed